Position in AFL
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$520,238
+$25,995 QoQ
Shares Held
4,437
-1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#940
of 1,687 holders
Holding Since
Mar 2020
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, 2026CX Institutional holds $2,462,741 across 9 Insurance - Life names. AFL ranks #3 (21.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
8,557 | $724,007 | |
| 2 | GL |
Globe Life Inc.
|
3,022 | $539,970 | |
| 3 | AFL |
Aflac Inc
This page
|
4,437 | $520,238 | |
| 4 | PRU |
Prudential Financial Inc
|
4,712 | $508,566 | |
| 5 | LNC |
Lincoln National Corp
|
1,722 | $60,872 | |
| 6 | PRI |
Primerica, Inc.
|
188 | $53,429 | |
| 7 | MFC |
Manulife Financial Corp
|
851 | $34,474 | |
| 8 | UNM |
Unum Group
|
223 | $19,936 |
All Filings in AFL
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $520,238 | 4,437 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $494,243 | 4,505 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $503,051 | 4,562 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $582,627 | 5,216 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $448,732 | 4,255 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $491,015 | 4,416 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $408,898 | 3,953 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $434,790 | 3,889 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $345,719 | 3,871 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $338,889 | 3,947 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $233,887 | 2,835 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $313,907 | 4,090 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $289,181 | 4,143 | Shares | Sole | 2023-07-26 | |
| 2022-12-31 | $259,271 | 3,604 | Shares | Sole | 2023-02-03 | |
| 2022-06-30 | $81,722 | 1,477 | Shares | Sole | 2022-08-02 | |
| 2021-09-30 | $73,816 | 1,416 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $66,645 | 1,242 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $53,841 | 1,052 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $38,155 | 858 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $43,838 | 1,206 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $15,889 | 441 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $61,768 | 1,804 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||