Position in AFL
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$530,908
+$52,463 QoQ
Shares Held
4,528
+3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#930
of 1,687 holders
Holding Since
Dec 2022
15 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, 2026Baron Wealth Management LLC holds $1,034,528 across 2 Insurance - Life names. AFL ranks #1 (51.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
This page
|
4,528 | $530,908 | |
| 2 | MFC |
Manulife Financial Corp
|
12,432 | $503,620 |
All Filings in AFL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $530,908 | 4,528 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $478,445 | 4,361 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $478,571 | 4,340 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $482,655 | 4,321 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $438,713 | 4,160 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $524,372 | 4,716 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $428,551 | 4,143 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $479,510 | 4,289 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $369,922 | 4,142 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $319,656 | 3,723 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $307,147 | 3,723 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $284,128 | 3,702 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $258,399 | 3,702 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $238,853 | 3,702 | Shares | Sole | 2023-06-06 | |
| 2022-12-31 | $266,321 | 3,702 | Shares | Sole | 2023-06-06 | |
| No filing history on record for this holder in this stock. | ||||||