Position in AFL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$40,032,782
+$6,730,862 QoQ
Shares Held
341,431
+12.5% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#102
of 1,687 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Baird Financial Group, Inc. holds $63,714,655 across 9 Insurance - Life names. AFL ranks #1 (62.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
This page
|
341,431 | $40,032,782 | |
| 2 | MET |
Metlife Inc
|
171,140 | $14,480,154 | |
| 3 | MFC |
Manulife Financial Corp
|
83,815 | $3,395,345 | |
| 4 | PRU |
Prudential Financial Inc
|
25,137 | $2,713,035 | |
| 5 | UNM |
Unum Group
|
15,016 | $1,342,429 | |
| 6 | JXN |
Jackson Financial Inc.
|
6,553 | $670,960 | |
| 7 | GL |
Globe Life Inc.
|
3,326 | $594,289 | |
| 8 | CNO |
CNO Financial Group, Inc.
|
5,088 | $259,386 |
All Filings in AFL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,032,782 | 341,431 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $33,301,920 | 303,545 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $21,511,360 | 195,079 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $21,655,167 | 193,869 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $20,118,815 | 190,772 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $20,562,700 | 184,933 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $19,759,212 | 191,021 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $21,682,715 | 193,942 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $17,337,125 | 194,123 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $16,800,740 | 195,676 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $16,556,595 | 200,686 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $15,695,911 | 204,507 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $14,487,756 | 207,561 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $13,390,803 | 207,545 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $14,995,028 | 208,438 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $12,119,304 | 215,646 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $13,066,013 | 236,147 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $13,537,223 | 210,238 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $12,042,236 | 206,238 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $10,308,238 | 197,741 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $10,126,339 | 188,713 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $9,650,039 | 188,551 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $8,234,509 | 185,170 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $6,854,337 | 188,565 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $9,072,353 | 251,800 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $8,707,025 | 254,294 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||