Position in AFL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,103,205
+$59,973 QoQ
Shares Held
9,409
-1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#686
of 1,687 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 70%
Shared 30%
None 0%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026WHITTIER TRUST CO OF NEVADA INC holds $2,653,938 across 11 Insurance - Life names. AFL ranks #1 (41.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
This page
|
9,409 | $1,103,205 | |
| 2 | MET |
Metlife Inc
|
11,535 | $975,976 | |
| 3 | PRU |
Prudential Financial Inc
|
2,749 | $296,699 | |
| 4 | PRI |
Primerica, Inc.
|
435 | $123,627 | |
| 5 | UNM |
Unum Group
|
1,172 | $104,776 | |
| 6 | LNC |
Lincoln National Corp
|
808 | $28,562 | |
| 7 | FG |
F&G Annuities & Life, Inc.
|
272 | $7,232 | |
| 8 | PUK |
Prudential PLC
|
266 | $7,131 |
All Filings in AFL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,103,205 | 9,409 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,043,232 | 9,509 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,046,351 | 9,489 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,059,920 | 9,489 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,000,709 | 9,489 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,055,081 | 9,489 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $981,542 | 9,489 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,060,869 | 9,489 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $860,411 | 9,634 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $880,923 | 10,260 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $778,387 | 9,435 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $729,969 | 9,511 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $663,867 | 9,511 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $613,648 | 9,511 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $633,503 | 8,806 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $493,435 | 8,780 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $489,448 | 8,846 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $542,678 | 8,428 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $508,692 | 8,712 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $454,156 | 8,712 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $485,944 | 9,056 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $470,138 | 9,186 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $427,178 | 9,606 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $349,177 | 9,606 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $366,280 | 10,166 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $392,732 | 11,470 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||