Position in AFL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,964,079
+$78,158 QoQ
Shares Held
25,280
-3.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#452
of 1,687 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 42%
Shared 58%
None 1%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $13,349,220 across 12 Insurance - Life names. AFL ranks #1 (22.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
This page
|
25,280 | $2,964,079 | |
| 2 | PRU |
Prudential Financial Inc
|
21,752 | $2,347,692 | |
| 3 | MET |
Metlife Inc
|
23,006 | $1,946,537 | |
| 4 | UNM |
Unum Group
|
19,879 | $1,777,182 | |
| 5 | MFC |
Manulife Financial Corp
|
25,108 | $1,017,124 | |
| 6 | PUK |
Prudential PLC
|
25,667 | $688,132 | |
| 7 | PRI |
Primerica, Inc.
|
2,370 | $673,554 | |
| 8 | BHF |
Brighthouse Financial, Inc.
|
8,543 | $540,771 |
All Filings in AFL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,964,079 | 25,280 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $2,885,921 | 26,305 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,473,685 | 22,433 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,356,981 | 21,101 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,162,984 | 20,510 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,428,389 | 21,840 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $2,215,270 | 21,416 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,390,060 | 21,378 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,941,867 | 21,743 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,856,894 | 21,627 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,761,539 | 21,352 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $1,640,760 | 21,378 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $1,523,454 | 21,826 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,351,564 | 20,948 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,293,048 | 17,974 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $1,007,609 | 17,929 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $967,665 | 17,489 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,096,561 | 17,030 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $995,199 | 17,044 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $885,167 | 16,980 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $262,397 | 4,890 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $243,770 | 4,763 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $201,715 | 4,536 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||