Position in AFL
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$96,654,071
-$11,600,744 QoQ
Shares Held
880,996
-10.3% QoQ
Ownership
0.173%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Derivatives in AFL
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$405,927
PutShares
3,700
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Life
Financial Services · as of Mar 31, 2026LPL Financial LLC holds $386,592,509 across 15 Insurance - Life names. AFL ranks #1 (25.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
This page
|
880,996 | $96,654,071 | |
| 2 | PRU |
Prudential Financial Inc
|
845,529 | $82,599,728 | |
| 3 | MET |
Metlife Inc
|
1,124,370 | $79,515,446 | |
| 4 | GL |
Globe Life Inc.
|
223,815 | $31,148,333 | |
| 5 | LNC |
Lincoln National Corp
|
661,974 | $23,500,077 | |
| 6 | UNM |
Unum Group
|
295,397 | $21,572,842 | |
| 7 | JXN |
Jackson Financial Inc.
|
202,494 | $21,407,665 | |
| 8 | MFC |
Manulife Financial Corp
|
610,647 | $21,030,682 |
All Filings in AFL
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $96,654,071 | 880,996 | Shares | Sole | 2026-05-06 | |
| 2026-03-31 | $405,927 | 3,700 | Put | Sole | 2026-05-06 | |
| 2025-12-31 | $108,254,815 | 981,725 | Shares | Sole | 2026-02-11 | |
| 2025-12-31 | $297,729 | 2,700 | Put | Sole | 2026-02-11 | |
| 2025-09-30 | $109,106,102 | 976,778 | Shares | Sole | 2025-11-12 | |
| 2025-09-30 | $301,590 | 2,700 | Put | Sole | 2025-11-12 | |
| 2025-06-30 | $284,742 | 2,700 | Put | Sole | 2025-08-12 | |
| 2025-06-30 | $101,948,076 | 966,699 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $300,213 | 2,700 | Put | Sole | 2025-05-07 | |
| 2025-03-31 | $106,033,563 | 953,625 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $97,709,527 | 944,601 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $107,688,331 | 963,223 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $80,598,791 | 902,461 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $74,657,588 | 869,527 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $69,203,722 | 838,833 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $62,048,307 | 808,447 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $54,498,932 | 780,787 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $49,122,947 | 761,360 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $50,887,910 | 707,366 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $36,989,940 | 658,184 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $33,388,667 | 603,446 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $33,683,052 | 523,110 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $28,843,725 | 493,984 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $23,591,379 | 452,549 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $21,682,020 | 404,063 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $20,483,464 | 400,224 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $16,229,860 | 364,962 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $8,080,786 | 222,305 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $7,162,475 | 198,792 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $6,195,522 | 180,944 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||