Position in AFL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$261,467
+$18,350 QoQ
Shares Held
2,230
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,238
of 1,687 holders
Holding Since
Mar 2020
25 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, 2026CVA Family Office, LLC holds $893,894 across 13 Insurance - Life names. AFL ranks #1 (29.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
This page
|
2,230 | $261,467 | |
| 2 | MET |
Metlife Inc
|
2,646 | $223,878 | |
| 3 | PRU |
Prudential Financial Inc
|
1,186 | $128,004 | |
| 4 | UNM |
Unum Group
|
1,430 | $127,842 | |
| 5 | LNC |
Lincoln National Corp
|
1,676 | $59,246 | |
| 6 | GL |
Globe Life Inc.
|
223 | $39,845 | |
| 7 | PRI |
Primerica, Inc.
|
62 | $17,620 | |
| 8 | JXN |
Jackson Financial Inc.
|
94 | $9,624 |
All Filings in AFL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,467 | 2,230 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $243,117 | 2,216 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $287,584 | 2,608 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $291,425 | 2,609 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $272,086 | 2,580 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $306,550 | 2,757 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $280,425 | 2,711 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $306,332 | 2,740 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $240,065 | 2,688 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $223,064 | 2,598 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $213,840 | 2,592 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $169,055 | 2,422 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $143,621 | 2,226 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $136,614 | 1,899 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $105,880 | 1,884 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $115,307 | 2,084 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $92,335 | 1,434 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $83,731 | 1,434 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $44,310 | 850 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $78,558 | 1,464 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $78,305 | 1,530 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $37,799 | 850 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $30,897 | 850 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $30,625 | 850 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $29,104 | 850 | Shares | Sole | 2020-05-28 | |
| No filing history on record for this holder in this stock. | ||||||