Position in AFL
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$56,698,237
-$619,115 QoQ
Shares Held
516,801
-0.6% QoQ
Ownership
0.102%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026PRINCIPAL FINANCIAL GROUP INC holds $400,145,721 across 11 Insurance - Life names. AFL ranks #3 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNC |
Lincoln National Corp
|
2,280,576 | $80,960,448 | |
| 2 | CNO |
CNO Financial Group, Inc.
|
1,492,497 | $61,281,926 | |
| 3 | AFL |
Aflac Inc
This page
|
516,801 | $56,698,237 | |
| 4 | MET |
Metlife Inc
|
642,825 | $45,460,583 | |
| 5 | PRU |
Prudential Financial Inc
|
390,376 | $38,135,830 | |
| 6 | JXN |
Jackson Financial Inc.
|
344,040 | $36,371,908 | |
| 7 | UNM |
Unum Group
|
340,538 | $24,869,489 | |
| 8 | PRI |
Primerica, Inc.
|
71,241 | $17,844,445 |
All Filings in AFL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $56,698,237 | 516,801 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $57,317,352 | 519,791 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $61,558,428 | 551,105 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $59,714,193 | 566,226 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $67,568,605 | 607,686 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $63,666,181 | 615,489 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $71,964,094 | 643,686 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $57,197,874 | 640,442 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $57,254,624 | 666,837 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $54,683,474 | 662,830 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $52,463,766 | 683,567 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $48,449,366 | 694,117 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $47,147,086 | 730,736 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $52,094,631 | 724,140 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $42,895,042 | 763,257 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $41,598,200 | 751,820 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $48,361,396 | 751,070 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $44,454,291 | 761,334 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $41,210,120 | 790,526 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $48,284,072 | 899,815 | Shares | Defined | 2021-08-10 | |
| 2020-12-31 | $38,573,944 | 867,415 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $33,264,175 | 915,108 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $37,478,297 | 1,040,197 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $35,526,602 | 1,037,576 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||