Position in AFL
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,157,316,305
-$35,814,245 QoQ
Shares Held
10,548,868
-2.5% QoQ
Ownership
2.07%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Derivatives in AFL
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$427,869
PutShares
3,900
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 Mar 31, 2026WELLS FARGO & COMPANY/MN holds $1,757,487,210 across 17 Insurance - Life names. AFL ranks #1 (65.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
This page
|
10,548,868 | $1,157,316,305 | |
| 2 | MFC |
Manulife Financial Corp
|
7,060,548 | $243,165,270 | |
| 3 | MET |
Metlife Inc
|
1,543,844 | $109,180,646 | |
| 4 | PRU |
Prudential Financial Inc
|
1,044,152 | $102,003,207 | |
| 5 | PRI |
Primerica, Inc.
|
280,126 | $70,165,959 | |
| 6 | LNC |
Lincoln National Corp
|
708,814 | $25,162,896 | |
| 7 | JXN |
Jackson Financial Inc.
|
193,066 | $20,410,936 | |
| 8 | GL |
Globe Life Inc.
|
86,001 | $11,968,758 |
All Filings in AFL
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,157,316,305 | 10,548,868 | Shares | Defined | 2026-05-11 | |
| 2026-03-31 | $427,869 | 3,900 | Put | Defined | 2026-05-11 | |
| 2025-12-31 | $1,193,130,550 | 10,820,083 | Shares | Defined | 2026-02-13 | |
| 2025-12-31 | $529,296 | 4,800 | Put | Defined | 2026-02-13 | |
| 2025-09-30 | $1,238,945,904 | 11,091,727 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,552,467,377 | 14,720,912 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,668,818,685 | 15,008,712 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $5,172,000 | 50,000 | Call | Defined | 2025-02-13 | |
| 2024-12-31 | $1,586,131,993 | 15,333,836 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,740,797,998 | 15,570,644 | Shares | Defined | 2024-11-13 | |
| 2024-09-30 | $5,590,000 | 50,000 | Call | Defined | 2024-11-13 | |
| 2024-06-30 | $1,433,781,041 | 16,053,981 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,397,400,604 | 16,275,339 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,335,982,807 | 16,193,731 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,262,340,328 | 16,447,431 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,145,793,871 | 16,415,385 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $1,052,181,253 | 16,307,831 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,175,772,394 | 16,343,792 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $919,122,560 | 16,354,494 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $901,932,557 | 16,300,968 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,043,861,960 | 16,211,554 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $896,739,955 | 15,357,766 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $794,014,027 | 15,231,422 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $809,315,680 | 15,082,290 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $807,973,846 | 15,786,906 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $696,294,892 | 15,657,632 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $566,124,167 | 15,574,255 | Shares | Defined | 2020-11-05 | |
| 2020-09-30 | $47,255 | 1,300 | Put | Defined | 2020-11-05 | |
| 2020-06-30 | $572,209,110 | 15,881,463 | Shares | Defined | 2020-08-13 | |
| 2020-06-30 | $52,243 | 1,450 | Put | Defined | 2020-08-13 | |
| 2020-03-31 | $529,601,892 | 15,467,345 | Shares | Defined | 2020-05-14 | |
| 2020-03-31 | $49,648 | 1,450 | Put | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||