Position in AFL
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$7,358,907
+$248,808 QoQ
Shares Held
67,076
+4.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026HB Wealth Management, LLC holds $18,855,660 across 11 Insurance - Life names. AFL ranks #1 (39.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
This page
|
67,076 | $7,358,907 | |
| 2 | PRU |
Prudential Financial Inc
|
30,013 | $2,931,969 | |
| 3 | MET |
Metlife Inc
|
40,517 | $2,865,362 | |
| 4 | MFC |
Manulife Financial Corp
|
58,203 | $2,004,511 | |
| 5 | UNM |
Unum Group
|
16,112 | $1,176,659 | |
| 6 | LNC |
Lincoln National Corp
|
24,982 | $886,861 | |
| 7 | GL |
Globe Life Inc.
|
4,740 | $659,665 | |
| 8 | PRI |
Primerica, Inc.
|
2,335 | $584,870 |
All Filings in AFL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,358,907 | 67,076 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $7,110,099 | 64,479 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $8,380,069 | 75,023 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $5,397,759 | 51,183 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $8,821,036 | 79,333 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $6,797,249 | 65,712 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $7,288,242 | 65,190 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $5,640,283 | 63,154 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $5,453,827 | 63,520 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,739,295 | 57,446 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $4,479,590 | 58,366 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $4,024,947 | 57,664 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $2,199,422 | 34,089 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $2,463,729 | 34,247 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,658,124 | 29,504 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,677,273 | 30,314 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,826,100 | 28,360 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $526,619 | 9,019 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||