Position in AFL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$244,515,727
-$11,183,063 QoQ
Shares Held
2,085,422
-10.5% QoQ
Ownership
0.416%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#22
of 1,694 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 40%
Shared 0%
None 60%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Derivatives in AFL
reported options exposure · as of Sep 30, 2025CallValue
$2,356,870
CallShares
21,100
PutValue
$4,244,600
PutShares
38,000
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, 2026BANK OF AMERICA CORP /DE/ holds $1,563,101,239 across 17 Insurance - Life names. AFL ranks #2 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
5,382,630 | $455,424,320 | |
| 2 | AFL |
Aflac Inc
This page
|
2,085,422 | $244,515,727 | |
| 3 | PRU |
Prudential Financial Inc
|
1,936,042 | $208,957,010 | |
| 4 | MFC |
Manulife Financial Corp
|
3,583,735 | $145,177,100 | |
| 5 | GL |
Globe Life Inc.
|
680,759 | $121,638,014 | |
| 6 | PUK |
Prudential PLC
|
3,297,386 | $88,402,916 | |
| 7 | FG |
F&G Annuities & Life, Inc.
|
2,224,783 | $59,156,979 | |
| 8 | LNC |
Lincoln National Corp
|
1,592,814 | $56,305,974 |
All Filings in AFL
Export CSV
47 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,515,727 | 2,085,422 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $255,698,790 | 2,330,679 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $293,287,541 | 2,659,722 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,356,870 | 21,100 | Call | Defined | 2026-02-03 | |
| 2025-09-30 | $4,244,600 | 38,000 | Put | Defined | 2026-02-03 | |
| 2025-09-30 | $298,636,760 | 2,673,561 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $2,225,206 | 21,100 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $4,007,480 | 38,000 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $301,984,601 | 2,863,499 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,279,395 | 20,500 | Call | Defined | 2025-05-15 | |
| 2025-03-31 | $2,501,775 | 22,500 | Put | Defined | 2025-05-15 | |
| 2025-03-31 | $294,531,633 | 2,648,904 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $340,956,339 | 3,296,175 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $3,082,512 | 29,800 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $2,865,288 | 27,700 | Call | Defined | 2025-02-14 | |
| 2024-09-30 | $1,095,640 | 9,800 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $148,608,472 | 1,329,235 | Shares | Defined | 2025-03-18 | |
| 2024-09-30 | $860,860 | 7,700 | Call | Defined | 2024-11-14 | |
| 2024-06-30 | $8,931 | 100 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $342,230,021 | 3,831,934 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $205,413 | 2,300 | Put | Defined | 2024-08-14 | |
| 2024-03-31 | $122,724,591 | 1,429,357 | Shares | Defined | 2025-03-18 | |
| 2023-12-31 | $274,060,131 | 3,321,941 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $4,537,500 | 55,000 | Call | Defined | 2024-02-14 | |
| 2023-12-31 | $4,537,500 | 55,000 | Put | Defined | 2024-02-14 | |
| 2023-09-30 | $4,221,250 | 55,000 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $4,221,250 | 55,000 | Call | Defined | 2023-11-14 | |
| 2023-09-30 | $264,981,904 | 3,452,533 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $215,752,495 | 3,091,010 | Shares | Defined | 2023-08-14 | |
| 2023-06-30 | $3,839,000 | 55,000 | Call | Defined | 2023-08-14 | |
| 2023-06-30 | $3,839,000 | 55,000 | Put | Defined | 2023-08-14 | |
| 2023-03-31 | $3,548,600 | 55,000 | Put | Defined | 2023-05-12 | |
| 2023-03-31 | $3,548,600 | 55,000 | Call | Defined | 2023-05-12 | |
| 2023-03-31 | $264,079,195 | 4,092,982 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $285,249,074 | 3,965,097 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $212,354,450 | 3,778,549 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $215,920,507 | 3,902,413 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $224,674,993 | 3,489,284 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $231,848,119 | 3,970,682 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $232,226,792 | 4,454,763 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $231,602,673 | 4,316,114 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $214,461,547 | 4,190,339 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $156,176,726 | 3,511,957 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $123,332,931 | 3,392,928 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $108,530,283 | 3,012,220 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $106,027,102 | 3,096,586 | Shares | Defined | 2020-05-15 | |
| 2020-03-31 | $582,080 | 17,000 | Call | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||