Position in AFL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$36,937,150
+$2,157,874 QoQ
Shares Held
315,029
-0.6% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#112
of 1,686 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Welch & Forbes LLC holds $38,279,752 across 5 Insurance - Life names. AFL ranks #1 (96.5% of the industry book) .
All Filings in AFL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,937,150 | 315,029 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $34,779,276 | 317,011 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $35,424,016 | 321,248 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $36,485,129 | 326,635 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $35,150,028 | 333,302 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $37,962,934 | 341,424 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $36,780,781 | 355,576 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $40,115,405 | 358,814 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $34,204,836 | 382,990 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $33,405,035 | 389,064 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $36,094,987 | 437,515 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $34,313,313 | 447,079 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $31,619,260 | 452,998 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $29,967,023 | 464,461 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $34,658,749 | 481,773 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $27,809,783 | 494,836 | Shares | Other | 2022-10-31 | |
| 2022-06-30 | $27,656,589 | 499,848 | Shares | Other | 2022-07-22 | |
| 2022-03-31 | $32,222,043 | 500,420 | Shares | Other | 2022-04-25 | |
| 2021-12-31 | $29,299,342 | 501,787 | Shares | Other | 2022-01-19 | |
| 2021-09-30 | $27,119,537 | 520,229 | Shares | Other | 2021-10-13 | |
| 2021-06-30 | $27,963,567 | 521,125 | Shares | Other | 2021-07-22 | |
| 2021-03-31 | $26,735,715 | 522,386 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $23,405,895 | 526,330 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $19,425,948 | 534,414 | Shares | Other | 2020-10-23 | |
| 2020-06-30 | $21,654,498 | 601,013 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $22,824,418 | 666,601 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||