Position in AFL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,517,743
+$557,405 QoQ
Shares Held
72,646
+0.1% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#269
of 1,687 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Derivatives in AFL
reported options exposure · as of Sep 30, 2024CallValue
$0
CallShares
0
PutValue
$257,140
PutShares
2,300
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, 2026Cresset Asset Management, LLC holds $22,578,990 across 7 Insurance - Life names. AFL ranks #1 (37.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
This page
|
72,646 | $8,517,743 | |
| 2 | MFC |
Manulife Financial Corp
|
89,581 | $3,628,926 | |
| 3 | PRU |
Prudential Financial Inc
|
27,010 | $2,915,189 | |
| 4 | PRI |
Primerica, Inc.
|
9,962 | $2,831,200 | |
| 5 | CNO |
CNO Financial Group, Inc.
|
39,406 | $2,008,917 | |
| 6 | MET |
Metlife Inc
|
23,535 | $1,991,296 | |
| 7 | LNC |
Lincoln National Corp
|
19,398 | $685,719 |
All Filings in AFL
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,517,743 | 72,646 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,960,338 | 72,558 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,393,421 | 76,117 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,529,300 | 76,359 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $7,906,863 | 74,975 | Shares | Sole | 2026-01-22 | |
| 2025-03-31 | $8,675,822 | 78,027 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $12,653,401 | 122,326 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $257,140 | 2,300 | Put | Sole | 2024-11-14 | |
| 2024-09-30 | $19,487,857 | 174,310 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $15,682,120 | 175,592 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $13,913,955 | 162,054 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $12,874,950 | 156,060 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $11,425,081 | 148,861 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $87,250,000 | 1,250,000 | Call | Sole | 2023-08-14 | |
| 2023-06-30 | $10,238,054 | 146,677 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $731,656 | 11,340 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $734,939 | 10,216 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $797,365 | 14,188 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,612,150 | 29,137 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,749,733 | 27,174 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,171,686 | 54,319 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,588,974 | 30,481 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,433,365 | 26,712 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $952,408 | 18,609 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $330,189 | 7,425 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $222,025 | 6,108 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $200,723 | 5,571 | Shares | Defined | 2020-08-04 | |
| 2020-03-31 | $249,232 | 7,279 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||