CARRET ASSET MANAGEMENT, LLC

Position in AFL — Aflac Inc

CIK 791490 NEW YORK, NY

Position in AFL

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$728,826

+$46,869 QoQ

Shares Held

6,216

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#817

of 1,687 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CARRET ASSET MANAGEMENT, LLC holds $6,323,187 across 4 Insurance - Life names. AFL ranks #2 (11.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MET	Metlife Inc	51,910	$4,392,105
2	AFL	Aflac Inc This page	6,216	$728,826
3	PRU	Prudential Financial Inc	6,480	$699,386
4	FG	F&G Annuities & Life, Inc.	18,912	$502,870

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$728,826	6,216	0.0%	Shares	Sole	2026-08-04
2026-03-31	$681,957	6,216	-0.8%	Shares	Sole	2026-05-15
2025-12-31	$690,951	6,266	-0.9%	Shares	Sole	2026-02-17
2025-09-30	$706,390	6,324	0.0%	Shares	Sole	2025-11-13
2025-06-30	$666,929	6,324	0.0%	Shares	Sole	2025-08-04
2025-03-31	$703,165	6,324	0.0%	Shares	Sole	2025-04-22
2024-12-31	$654,154	6,324	-0.3%	Shares	Sole	2025-02-10
2024-09-30	$709,482	6,346	+0.3%	Shares	Sole	2024-10-24
2024-06-30	$564,796	6,324	0.0%	Shares	Sole	2024-08-01
2024-03-31	$542,978	6,324	0.0%	Shares	Sole	2024-04-19
2023-12-31	$521,730	6,324	0.0%	Shares	Sole	2024-02-02
2023-09-30	$485,367	6,324	0.0%	Shares	Sole	2023-10-12
2023-06-30	$441,415	6,324	-3.1%	Shares	Sole	2023-07-25
2023-03-31	$420,928	6,524	0.0%	Shares	Sole	2023-05-11
2022-12-31	$469,336	6,524	-1.5%	Shares	Sole	2023-01-10
2022-09-30	$372,268	6,624	0.0%	Shares	Sole	2022-11-14
2022-06-30	$366,505	6,624	+0.9%	Shares	Sole	2022-08-04
2022-03-31	$422,784	6,566	0.0%	Shares	Sole	2022-04-13
2021-12-31	$383,388	6,566	0.0%	Shares	Sole	2022-01-10
2021-09-30	$342,285	6,566	0.0%	Shares	Sole	2021-10-27
2021-06-30	$352,331	6,566	+4.8%	Shares	Sole	2021-07-14
2021-03-31	$320,693	6,266	0.0%	Shares	Sole	2021-07-14
2020-12-31	$278,649	6,266	-3.1%	Shares	Sole	2021-03-16
2020-09-30	$235,039	6,466	-1.5%	Shares	Sole	2020-11-16
2020-06-30	$236,572	6,566	0.0%	Shares	Sole	2020-08-12
2020-03-31	$224,819	6,566	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.