Position in AFL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$7,898,311
+$2,362,785 QoQ
Shares Held
67,363
+33.5% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#284
of 1,687 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 47%
Shared 0%
None 53%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Derivatives in AFL
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$855,925
PutShares
7,300
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Lido Advisors, LLC holds $25,418,683 across 12 Insurance - Life names. AFL ranks #1 (31.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
This page
|
67,363 | $7,898,311 | |
| 2 | MET |
Metlife Inc
|
61,560 | $5,208,591 | |
| 3 | GL |
Globe Life Inc.
|
23,589 | $4,214,882 | |
| 4 | PRU |
Prudential Financial Inc
|
33,584 | $3,624,720 | |
| 5 | MFC |
Manulife Financial Corp
|
43,602 | $1,766,316 | |
| 6 | UNM |
Unum Group
|
12,911 | $1,154,243 | |
| 7 | PRI |
Primerica, Inc.
|
1,102 | $313,188 | |
| 8 | GNW |
Genworth Financial Inc
|
31,284 | $296,258 |
All Filings in AFL
Export CSV
35 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $855,925 | 7,300 | Put | Sole | 2026-08-07 | |
| 2026-06-30 | $7,898,311 | 67,363 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $5,535,526 | 50,456 | Shares | Defined | 2026-05-13 | |
| 2026-03-31 | $581,463 | 5,300 | Put | Sole | 2026-05-13 | |
| 2025-12-31 | $4,781,195 | 43,359 | Shares | Defined | 2026-02-10 | |
| 2025-12-31 | $584,431 | 5,300 | Put | Sole | 2026-02-10 | |
| 2025-09-30 | $592,010 | 5,300 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $4,820,301 | 43,154 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,897,484 | 36,957 | Shares | Defined | 2025-08-13 | |
| 2025-06-30 | $558,938 | 5,300 | Put | Sole | 2025-08-13 | |
| 2025-03-31 | $4,777,166 | 42,964 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $589,307 | 5,300 | Put | Sole | 2025-05-15 | |
| 2024-12-31 | $4,322,963 | 41,792 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $548,232 | 5,300 | Put | Sole | 2025-02-14 | |
| 2024-09-30 | $592,540 | 5,300 | Put | Sole | 2024-11-14 | |
| 2024-09-30 | $4,404,696 | 39,398 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,251,240 | 36,404 | Shares | Defined | 2024-08-15 | |
| 2024-06-30 | $473,343 | 5,300 | Put | Sole | 2024-08-15 | |
| 2024-03-31 | $3,714,989 | 43,268 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $3,552,615 | 43,062 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $9,870,433 | 128,605 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,305,612 | 61,685 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,052,828 | 47,316 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $3,215,142 | 44,692 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,137,848 | 38,040 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,703,832 | 30,794 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,463,584 | 22,730 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $991,870 | 16,987 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,012,573 | 19,424 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $860,652 | 16,039 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $788,172 | 15,400 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $437,584 | 9,840 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $356,157 | 9,798 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $354,066 | 9,827 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $392,527 | 11,464 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||