Position in AFL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$335,686
+$21,587 QoQ
Shares Held
2,863
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,124
of 1,687 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Measured Wealth Private Client Group, LLC holds $988,013 across 7 Insurance - Life names. AFL ranks #1 (34.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
This page
|
2,863 | $335,686 | |
| 2 | JXN |
Jackson Financial Inc.
|
3,222 | $329,900 | |
| 3 | MFC |
Manulife Financial Corp
|
4,829 | $195,622 | |
| 4 | LNC |
Lincoln National Corp
|
2,030 | $71,760 | |
| 5 | MET |
Metlife Inc
|
424 | $35,874 | |
| 6 | PRU |
Prudential Financial Inc
|
171 | $18,456 | |
| 7 | UNM |
Unum Group
|
8 | $715 |
All Filings in AFL
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $335,686 | 2,863 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $314,099 | 2,863 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $315,703 | 2,863 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $337,892 | 3,025 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $317,961 | 3,015 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $336,349 | 3,025 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $317,560 | 3,070 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $351,611 | 3,145 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $393,142 | 4,402 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $377,955 | 4,402 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $363,165 | 4,402 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $337,853 | 4,402 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $339,158 | 4,859 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $807,338 | 12,513 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $721,774 | 10,033 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $558,347 | 9,935 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $218,166 | 3,943 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $268,377 | 4,168 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $243,369 | 4,168 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $217,277 | 4,168 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $226,069 | 4,213 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $213,318 | 4,168 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||