Position in AFL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$667,738
+$57,861 QoQ
Shares Held
5,695
+2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#852
of 1,686 holders
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Diversified Trust Co holds $5,436,174 across 7 Insurance - Life names. AFL ranks #4 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
23,613 | $1,997,895 | |
| 2 | UNM |
Unum Group
|
12,126 | $1,084,064 | |
| 3 | CNO |
CNO Financial Group, Inc.
|
14,262 | $727,076 | |
| 4 | AFL |
Aflac Inc
This page
|
5,695 | $667,738 | |
| 5 | GL |
Globe Life Inc.
|
3,269 | $584,104 | |
| 6 | LNC |
Lincoln National Corp
|
6,379 | $225,497 | |
| 7 | ABX |
Abacus Global Management, Inc.
|
13,987 | $149,800 |
All Filings in AFL
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $667,738 | 5,695 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $609,877 | 5,559 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $740,242 | 6,713 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $663,609 | 5,941 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $591,103 | 5,605 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $200,030 | 1,799 | Shares | Sole | 2025-04-24 | |
| 2023-03-31 | $700,429 | 10,856 | Shares | Sole | 2023-04-07 | |
| 2021-03-31 | $505,146 | 9,870 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $588,026 | 13,223 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $377,313 | 10,380 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $247,021 | 6,856 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $345,755 | 10,098 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||