Position in AFL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,010,744
+$141,062 QoQ
Shares Held
25,678
-1.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#450
of 1,687 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Ballentine Partners, LLC holds $7,598,420 across 8 Insurance - Life names. AFL ranks #1 (39.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
This page
|
25,678 | $3,010,744 | |
| 2 | MET |
Metlife Inc
|
24,441 | $2,067,951 | |
| 3 | UNM |
Unum Group
|
7,971 | $712,606 | |
| 4 | PUK |
Prudential PLC
|
19,627 | $526,199 | |
| 5 | GL |
Globe Life Inc.
|
2,808 | $501,731 | |
| 6 | PRI |
Primerica, Inc.
|
1,076 | $305,799 | |
| 7 | MFC |
Manulife Financial Corp
|
5,875 | $237,995 | |
| 8 | PRU |
Prudential Financial Inc
|
2,181 | $235,395 |
All Filings in AFL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,010,744 | 25,678 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $2,869,682 | 26,157 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $2,815,302 | 25,531 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,742,010 | 24,548 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $2,536,839 | 24,055 | Shares | Other | 2025-07-15 | |
| 2025-03-31 | $2,724,153 | 24,500 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,421,426 | 23,409 | Shares | Other | 2025-01-16 | |
| 2024-09-30 | $2,602,927 | 23,282 | Shares | Other | 2024-10-23 | |
| 2024-06-30 | $1,992,238 | 22,307 | Shares | Other | 2024-08-06 | |
| 2024-03-31 | $1,748,967 | 20,370 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $1,692,735 | 20,518 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,516,502 | 19,759 | Shares | Other | 2023-10-19 | |
| 2023-06-30 | $1,401,443 | 20,078 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,313,046 | 20,351 | Shares | Other | 2023-04-27 | |
| 2022-12-31 | $1,018,598 | 14,159 | Shares | Other | 2023-01-27 | |
| 2022-09-30 | $776,290 | 13,813 | Shares | Other | 2022-10-26 | |
| 2022-06-30 | $720,063 | 13,014 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $925,669 | 14,376 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $202,436 | 3,467 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||