Position in AFL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$133,436,981
+$4,298,461 QoQ
Shares Held
1,216,270
+3.9% QoQ
Ownership
0.239%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $180,669,781 across 13 Insurance - Life names. AFL ranks #1 (73.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
This page
|
1,216,270 | $133,436,981 | |
| 2 | UNM |
Unum Group
|
255,634 | $18,668,951 | |
| 3 | MET |
Metlife Inc
|
184,901 | $13,076,198 | |
| 4 | PRU |
Prudential Financial Inc
|
45,621 | $4,456,715 | |
| 5 | LNC |
Lincoln National Corp
|
101,155 | $3,591,002 | |
| 6 | GL |
Globe Life Inc.
|
21,334 | $2,969,052 | |
| 7 | MFC |
Manulife Financial Corp
|
58,891 | $2,028,206 | |
| 8 | PRI |
Primerica, Inc.
|
3,692 | $924,772 |
All Filings in AFL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||