Position in AFL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,374,873
+$89,621 QoQ
Shares Held
11,726
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#634
of 1,687 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Derivatives in AFL
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$444,760
PutShares
4,000
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, 2026Berkeley Capital Partners, LLC holds $1,655,936 across 2 Insurance - Life names. AFL ranks #1 (83.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
This page
|
11,726 | $1,374,873 | |
| 2 | GL |
Globe Life Inc.
|
1,573 | $281,063 |
All Filings in AFL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,374,873 | 11,726 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,285,252 | 11,715 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,288,946 | 11,689 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,303,427 | 11,669 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,220,172 | 11,570 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $444,760 | 4,000 | Put | Sole | 2025-05-05 | |
| 2025-03-31 | $1,288,358 | 11,587 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,610,664 | 15,571 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,293,637 | 11,571 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,031,351 | 11,548 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $987,390 | 11,500 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $948,750 | 11,500 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $882,625 | 11,500 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $802,700 | 11,500 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $741,980 | 11,500 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $827,310 | 11,500 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $646,300 | 11,500 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $636,295 | 11,500 | Shares | Sole | 2022-08-04 | |
| No filing history on record for this holder in this stock. | ||||||