Position in AFL
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$71,314,899
+$13,957,300 QoQ
Shares Held
650,031
+25.0% QoQ
Ownership
0.128%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Derivatives in AFL
reported options exposure · as of Mar 31, 2026CallValue
$2,742,750
CallShares
25,000
PutValue
$4,936,950
PutShares
45,000
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 Mar 31, 2026CITIGROUP INC holds $307,628,650 across 17 Insurance - Life names. AFL ranks #2 (23.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
1,106,661 | $78,263,064 | |
| 2 | AFL |
Aflac Inc
This page
|
650,031 | $71,314,899 | |
| 3 | PRU |
Prudential Financial Inc
|
483,305 | $47,214,064 | |
| 4 | BHF |
Brighthouse Financial, Inc.
|
683,396 | $40,921,751 | |
| 5 | MFC |
Manulife Financial Corp
|
646,834 | $22,276,962 | |
| 6 | JXN |
Jackson Financial Inc.
|
175,731 | $18,578,280 | |
| 7 | GL |
Globe Life Inc.
|
66,018 | $9,187,723 | |
| 8 | LNC |
Lincoln National Corp
|
175,936 | $6,245,728 |
All Filings in AFL
Export CSV
43 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $71,314,899 | 650,031 | Shares | Defined | 2026-05-11 | |
| 2026-03-31 | $4,936,950 | 45,000 | Put | Defined | 2026-05-11 | |
| 2026-03-31 | $2,742,750 | 25,000 | Call | Defined | 2026-05-11 | |
| 2025-12-31 | $57,357,599 | 520,156 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $87,462,662 | 783,014 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $10,546,000 | 100,000 | Put | Defined | 2025-08-11 | |
| 2025-06-30 | $126,421,754 | 1,198,765 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $84,329,162 | 758,424 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $33,647,996 | 325,290 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $65,006,667 | 581,455 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $53,946,453 | 604,036 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $48,799,472 | 568,361 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $39,240,381 | 475,641 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $40,442,028 | 526,932 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $54,630,853 | 782,677 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $53,198,996 | 824,535 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $48,428,351 | 673,177 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $31,919,182 | 567,957 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $36,780,117 | 664,741 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $39,743,759 | 617,235 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $19,414,675 | 332,500 | Put | Defined | 2022-02-10 | |
| 2021-12-31 | $36,577,128 | 626,428 | Shares | Defined | 2022-02-10 | |
| 2021-12-31 | $4,379,250 | 75,000 | Call | Defined | 2022-02-10 | |
| 2021-09-30 | $33,745,468 | 647,333 | Shares | Defined | 2021-11-10 | |
| 2021-09-30 | $17,333,225 | 332,500 | Put | Defined | 2021-11-10 | |
| 2021-09-30 | $3,909,750 | 75,000 | Call | Defined | 2021-11-10 | |
| 2021-06-30 | $17,841,950 | 332,500 | Put | Defined | 2021-08-10 | |
| 2021-06-30 | $4,024,500 | 75,000 | Call | Defined | 2021-08-10 | |
| 2021-06-30 | $42,741,958 | 796,533 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $11,259,600 | 220,000 | Put | Defined | 2021-05-13 | |
| 2021-03-31 | $43,594,610 | 851,790 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $4,758,290 | 107,000 | Call | Defined | 2021-02-11 | |
| 2020-12-31 | $31,842,073 | 716,035 | Shares | Defined | 2021-02-11 | |
| 2020-12-31 | $5,816,676 | 130,800 | Put | Defined | 2021-02-11 | |
| 2020-09-30 | $27,160,244 | 747,187 | Shares | Defined | 2020-11-12 | |
| 2020-09-30 | $4,649,165 | 127,900 | Call | Defined | 2020-11-12 | |
| 2020-09-30 | $3,834,925 | 105,500 | Put | Defined | 2020-11-12 | |
| 2020-06-30 | $21,366,292 | 593,014 | Shares | Defined | 2020-08-12 | |
| 2020-06-30 | $5,732,373 | 159,100 | Call | Defined | 2020-08-12 | |
| 2020-06-30 | $4,280,364 | 118,800 | Put | Defined | 2020-08-12 | |
| 2020-03-31 | $31,325,214 | 914,872 | Shares | Defined | 2020-05-12 | |
| 2020-03-31 | $7,245,184 | 211,600 | Put | Defined | 2020-05-12 | |
| 2020-03-31 | $8,299,776 | 242,400 | Call | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||