Position in AFL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$106,223,341
+$9,569,270 QoQ
Shares Held
905,956
+2.8% QoQ
Ownership
0.181%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#44
of 1,695 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$433,825
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 Jun 30, 2026LPL Financial LLC holds $441,906,695 across 14 Insurance - Life names. AFL ranks #1 (24.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
This page
|
905,956 | $106,223,341 | |
| 2 | MET |
Metlife Inc
|
1,124,034 | $95,104,516 | |
| 3 | PRU |
Prudential Financial Inc
|
868,427 | $93,729,326 | |
| 4 | GL |
Globe Life Inc.
|
218,228 | $38,992,979 | |
| 5 | UNM |
Unum Group
|
304,046 | $27,181,712 | |
| 6 | MFC |
Manulife Financial Corp
|
646,853 | $26,204,015 | |
| 7 | JXN |
Jackson Financial Inc.
|
230,768 | $23,628,335 | |
| 8 | LNC |
Lincoln National Corp
|
535,275 | $18,921,971 |
All Filings in AFL
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $433,825 | 3,700 | Put | Sole | 2026-08-07 | |
| 2026-06-30 | $106,223,341 | 905,956 | Shares | Sole | 2026-08-07 | |
| 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. | ||||||