Position in AFL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$72,286,501
-$61,150,480 QoQ
Shares Held
616,516
-49.3% QoQ
Ownership
0.123%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#62
of 1,695 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $146,517,604 across 12 Insurance - Life names. AFL ranks #1 (49.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
This page
|
616,516 | $72,286,501 | |
| 2 | MET |
Metlife Inc
|
348,732 | $29,506,214 | |
| 3 | UNM |
Unum Group
|
269,039 | $24,052,086 | |
| 4 | PRU |
Prudential Financial Inc
|
62,463 | $6,741,631 | |
| 5 | GL |
Globe Life Inc.
|
23,399 | $4,180,933 | |
| 6 | LNC |
Lincoln National Corp
|
110,065 | $3,890,797 | |
| 7 | MFC |
Manulife Financial Corp
|
67,552 | $2,736,531 | |
| 8 | PRI |
Primerica, Inc.
|
4,417 | $1,255,311 |
All Filings in AFL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,286,501 | 616,516 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $133,436,981 | 1,216,270 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $129,138,520 | 1,171,112 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $129,644,605 | 1,160,650 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $122,002,877 | 1,156,864 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $125,500,820 | 1,128,706 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $114,017,257 | 1,102,255 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $116,743,907 | 1,044,221 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $91,364,487 | 1,023,004 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $84,163,062 | 980,236 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $80,278,522 | 973,073 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $72,126,580 | 939,760 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $62,915,207 | 901,364 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $55,077,756 | 853,654 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $55,950,543 | 777,739 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $41,700,287 | 741,998 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $35,660,516 | 644,506 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $21,481,984 | 333,623 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $16,697,788 | 285,970 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $13,893,948 | 266,525 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $11,450,990 | 213,399 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $9,178,211 | 179,332 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $7,380,596 | 165,968 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $5,873,505 | 161,582 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $2,410,370 | 66,899 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,188,826 | 63,926 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||