Position in AFL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$38,706,335
+$1,199,888 QoQ
Shares Held
330,118
-3.4% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#107
of 1,687 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $191,732,569 across 14 Insurance - Life names. AFL ranks #2 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
956,951 | $80,967,622 | |
| 2 | AFL |
Aflac Inc
This page
|
330,118 | $38,706,335 | |
| 3 | PRU |
Prudential Financial Inc
|
213,210 | $23,011,754 | |
| 4 | MFC |
Manulife Financial Corp
|
459,604 | $18,618,557 | |
| 5 | UNM |
Unum Group
|
110,974 | $9,921,074 | |
| 6 | PRI |
Primerica, Inc.
|
22,504 | $6,395,636 | |
| 7 | JXN |
Jackson Financial Inc.
|
47,316 | $4,844,685 | |
| 8 | GL |
Globe Life Inc.
|
20,857 | $3,726,728 |
All Filings in AFL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,706,335 | 330,118 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $37,506,447 | 341,869 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $36,189,952 | 328,194 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $37,162,589 | 332,700 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $41,939,648 | 397,683 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $46,974,216 | 422,468 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $47,676,322 | 460,908 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $55,219,585 | 493,914 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $40,545,846 | 453,990 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $36,585,718 | 426,109 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $25,689,757 | 311,391 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $13,659,120 | 177,969 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,419,276 | 120,620 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $7,265,339 | 112,606 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $8,197,347 | 113,947 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $5,763,253 | 102,549 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,640,437 | 65,795 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,891,860 | 60,442 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,293,254 | 56,401 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $2,595,239 | 49,784 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,779,534 | 51,799 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,995,559 | 38,991 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,545,777 | 34,760 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $251,505 | 6,919 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $188,761 | 5,239 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,930 | 144 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||