Position in AFL
as of Dec 31, 2023
· filed Jan 8, 2024
Position Value
$149,572
+$10,425 QoQ
Shares Held
1,813
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
15 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 Dec 31, 2023Bartlett & Co. LLC holds $4,440,453 across 7 Insurance - Life names. AFL ranks #4 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
|
36,314 | $2,090,608 | |
| 2 | MET |
Metlife Inc
|
18,707 | $1,237,093 | |
| 3 | MFC |
Manulife Financial Corp
|
40,557 | $896,309 | |
| 4 | AFL |
Aflac Inc
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|
1,813 | $149,572 | |
| 5 | LNC |
Lincoln National Corp
|
915 | $24,677 | |
| 6 | UTGN |
Utg Inc
|
800 | $24,088 | |
| 7 | PRI |
Primerica, Inc.
|
88 | $18,106 |
All Filings in AFL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2023-12-31 | $149,572 | 1,813 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $139,147 | 1,813 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $126,547 | 1,813 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $65,358 | 1,013 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $72,875 | 1,013 | Shares | Sole | 2023-01-04 | |
| 2022-09-30 | $56,930 | 1,013 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $56,049 | 1,013 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $65,227 | 1,013 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $52,807 | 1,013 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $59,186 | 1,103 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $56,451 | 1,103 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $160,358 | 3,606 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $21,810 | 600 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $21,618 | 600 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $25,063 | 732 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||