Position in AFL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$712,293
-$374,713 QoQ
Shares Held
6,075
-38.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#829
of 1,687 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Atria Investments, Inc holds $15,663,365 across 11 Insurance - Life names. AFL ranks #7 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
40,698 | $3,443,457 | |
| 2 | PRU |
Prudential Financial Inc
|
31,002 | $3,346,045 | |
| 3 | PRI |
Primerica, Inc.
|
8,975 | $2,550,695 | |
| 4 | MFC |
Manulife Financial Corp
|
57,946 | $2,347,392 | |
| 5 | PUK |
Prudential PLC
|
35,433 | $949,958 | |
| 6 | JXN |
Jackson Financial Inc.
|
8,545 | $874,922 | |
| 7 | AFL |
Aflac Inc
This page
|
6,075 | $712,293 | |
| 8 | UNM |
Unum Group
|
7,661 | $684,893 |
All Filings in AFL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $712,293 | 6,075 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,087,006 | 9,908 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,657,909 | 15,035 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,571,730 | 14,071 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,695,979 | 25,564 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,422,094 | 30,777 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,377,109 | 32,648 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,932,341 | 35,173 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $3,362,342 | 37,648 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,600,270 | 30,285 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $1,335,427 | 16,187 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,705,461 | 22,221 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,642,418 | 37,857 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,420,596 | 37,517 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,508,979 | 34,876 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,920,185 | 34,167 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,829,099 | 33,058 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,507,691 | 23,415 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,267,646 | 21,710 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,366,535 | 26,214 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $2,243,363 | 41,807 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,149,764 | 42,004 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,751,273 | 39,381 | Shares | Sole | 2021-02-12 | |
| 2020-03-31 | $671,651 | 19,616 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||