Summit Trail Advisors, LLC

Position in AFL — Aflac Inc

CIK 1698478 NEW YORK, NY

Position in AFL

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,558,629

+$307,051 QoQ

Shares Held

21,822

+6.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#490

of 1,687 holders

Holding Since

Mar 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Summit Trail Advisors, LLC holds $16,410,755 across 9 Insurance - Life names. AFL ranks #1 (15.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc This page	21,822	$2,558,629
2	BHF	Brighthouse Financial, Inc.	35,844	$2,268,925
3	MET	Metlife Inc	25,823	$2,184,884
4	UNM	Unum Group	24,329	$2,175,012
5	PRI	Primerica, Inc.	6,882	$1,955,864
6	PRU	Prudential Financial Inc	17,449	$1,883,270
7	GL	Globe Life Inc.	9,319	$1,665,118
8	LNC	Lincoln National Corp	40,673	$1,437,790

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,558,629	21,822	+6.3%	Shares	Sole	2026-08-11
2026-03-31	$2,251,578	20,523	+25.9%	Shares	Sole	2026-05-12
2025-12-31	$1,797,401	16,300	-12.7%	Shares	Sole	2026-02-17
2025-09-30	$2,085,439	18,670	+49.6%	Shares	Sole	2025-11-14
2025-06-30	$1,316,035	12,479	+0.9%	Shares	Sole	2025-08-14
2024-09-30	$1,382,630	12,367	+57.1%	Shares	Sole	2024-11-12
2024-06-30	$703,137	7,873	+1.7%	Shares	Sole	2024-08-13
2024-03-31	$664,728	7,742	+6.2%	Shares	Sole	2024-04-23
2023-12-31	$601,177	7,287	+3.3%	Shares	Sole	2024-02-06
2023-09-30	$541,624	7,057	-1.8%	Shares	Sole	2023-10-30
2023-06-30	$501,722	7,188	+13.3%	Shares	Sole	2023-07-25
2023-03-31	$409,443	6,346	+12.5%	Shares	Sole	2023-05-04
2022-12-31	$405,741	5,640	+0.5%	Shares	Sole	2023-02-07
2022-09-30	$315,506	5,614	+7.1%	Shares	Sole	2022-11-10
2022-06-30	$289,929	5,240	+16.5%	Shares	Sole	2022-08-09
2022-03-31	$289,561	4,497	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.