Venturi Wealth Management, LLC

Position in AFL — Aflac Inc

CIK 1666363 AUSTIN, TX

Position in AFL

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$987,713

+$65,272 QoQ

Shares Held

8,424

+0.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#723

of 1,687 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 66% Shared 34% None 0%

Financial Services · as of Jun 30, 2026

Venturi Wealth Management, LLC holds $3,216,507 across 5 Insurance - Life names. AFL ranks #2 (30.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GL	Globe Life Inc.	6,699	$1,196,977
2	AFL	Aflac Inc This page	8,424	$987,713
3	MET	Metlife Inc	6,183	$523,142
4	PUK	Prudential PLC	10,777	$288,931
5	UNM	Unum Group	2,458	$219,744

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$987,713	8,424	+0.2%	Shares	Other	2026-07-20
2026-03-31	$922,441	8,408	+10.3%	Shares	Other	2026-04-21
2025-12-31	$840,477	7,622	+0.3%	Shares	Sole	2026-01-22
2025-09-30	$849,143	7,602	-22.6%	Shares	Sole	2025-10-23
2025-06-30	$1,036,249	9,826	-10.1%	Shares	Other	2025-07-23
2025-03-31	$1,215,417	10,931	+2.5%	Shares	Sole	2025-05-06
2024-12-31	$1,103,187	10,665	-0.7%	Shares	Sole	2025-01-31
2024-09-30	$1,200,843	10,741	-8.0%	Shares	Sole	2024-11-04
2024-06-30	$1,042,693	11,675	-2.1%	Shares	Sole	2024-07-19
2024-03-31	$1,023,793	11,924	-0.7%	Shares	Sole	2024-04-23
2023-12-31	$991,072	12,013	-8.2%	Shares	Sole	2024-01-23
2023-09-30	$1,004,043	13,082	-1.8%	Shares	Sole	2023-11-02
2023-06-30	$930,154	13,326	+6.2%	Shares	Sole	2023-07-24
2023-03-31	$809,855	12,552	-6.3%	Shares	Sole	2023-05-02
2022-12-31	$963,708	13,396	-10.8%	Shares	Sole	2023-01-31
2022-09-30	$843,899	15,016	-1.0%	Shares	Sole	2022-11-14
2022-06-30	$839,522	15,173	-0.6%	Shares	Sole	2022-08-12
2022-03-31	$983,299	15,271	-1.8%	Shares	Sole	2022-05-13
2021-12-31	$907,789	15,547	-4.0%	Shares	Sole	2022-02-08
2021-09-30	$844,558	16,201	+0.4%	Shares	Sole	2021-11-10
2021-06-30	$865,804	16,135	+7.8%	Shares	Sole	2021-08-02
2021-03-31	$766,266	14,972	-8.8%	Shares	Sole	2021-04-22
2020-09-30	$596,685	16,415	+47.0%	Shares	Sole	2020-11-03
2020-03-31	$382,426	11,169	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.