&PARTNERS

Position in AFL — Aflac Inc

CIK 107136 NASHVILLE, TN

Position in AFL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$77,198,338

+$12,405,807 QoQ

Shares Held

658,408

+11.5% QoQ

Ownership

0.131%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#59

of 1,695 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

&PARTNERS holds $127,586,054 across 11 Insurance - Life names. AFL ranks #1 (60.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc This page	658,408	$77,198,338
2	GL	Globe Life Inc.	61,392	$10,969,522
3	LNC	Lincoln National Corp	309,681	$10,947,223
4	MET	Metlife Inc	96,678	$8,179,925
5	PRU	Prudential Financial Inc	74,048	$7,992,000
6	PRI	Primerica, Inc.	20,132	$5,721,514
7	MFC	Manulife Financial Corp	89,369	$3,620,338
8	UNM	Unum Group	21,955	$1,962,777

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$77,198,338	658,408	+11.5%	Shares	Sole	2026-08-14
2026-03-31	$64,792,531	590,580	+0.9%	Shares	Sole	2026-05-15
2025-12-31	$64,553,932	585,417	+4.6%	Shares	Sole	2026-02-17
2025-09-30	$62,496,038	559,499	-9.7%	Shares	Sole	2025-11-14
2025-06-30	$65,309,057	619,278	+23.8%	Shares	Sole	2025-08-14
2025-03-31	$55,608,676	500,123	+19.7%	Shares	Sole	2025-05-15
2024-12-31	$43,206,370	417,695	+60.1%	Shares	Sole	2025-02-14
2024-09-30	$29,170,632	260,918	+90.3%	Shares	Sole	2024-11-14
2024-06-30	$12,246,633	137,125	+608.1%	Shares	Sole	2024-07-24
2024-03-31	$1,662,764	19,366	+120.7%	Shares	Sole	2024-04-11
2023-12-31	$723,937	8,775	—	Shares	Sole	2024-01-09
No filing history on record for this holder in this stock.