Position in AFL
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$58,165,965
+$7,504,301 QoQ
Shares Held
496,085
+7.4% QoQ
Ownership
0.099%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#77
of 1,695 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 67%
Shared 2%
None 30%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Corient Private Wealth LLC holds $149,957,679 across 13 Insurance - Life names. AFL ranks #1 (38.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
This page
|
496,085 | $58,165,965 | |
| 2 | MET |
Metlife Inc
|
400,337 | $33,872,513 | |
| 3 | GL |
Globe Life Inc.
|
91,900 | $16,420,691 | |
| 4 | PRU |
Prudential Financial Inc
|
131,487 | $14,191,391 | |
| 5 | UNM |
Unum Group
|
133,576 | $11,941,693 | |
| 6 | PRI |
Primerica, Inc.
|
23,203 | $6,594,292 | |
| 7 | CNO |
CNO Financial Group, Inc.
|
44,104 | $2,248,421 | |
| 8 | MFC |
Manulife Financial Corp
|
50,147 | $2,031,454 |
All Filings in AFL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,165,965 | 496,085 | Shares | Other | 2026-08-27 | |
| 2026-03-31 | $50,661,664 | 461,778 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $59,974,970 | 543,892 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $58,794,410 | 526,360 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $56,069,706 | 531,668 | Shares | Defined | 2025-09-26 | |
| 2025-03-31 | $61,675,757 | 554,688 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $65,308,601 | 631,367 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $71,423,652 | 638,852 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $57,716,766 | 646,252 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $55,344,411 | 644,589 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $53,478,397 | 648,223 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $46,906,606 | 611,161 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $42,792,983 | 613,080 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $39,706,253 | 615,410 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $9,303,856 | 129,328 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||