Position in AFL
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$26,227,769
+$131,491 QoQ
Shares Held
223,691
-6.0% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Derivatives in AFL
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$1,380
PutShares
4,600
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, 2026MERCER GLOBAL ADVISORS INC /ADV holds $96,141,973 across 14 Insurance - Life names. AFL ranks #1 (27.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
This page
|
223,691 | $26,227,769 | |
| 2 | UNM |
Unum Group
|
163,483 | $14,615,380 | |
| 3 | PRU |
Prudential Financial Inc
|
119,620 | $12,910,586 | |
| 4 | GL |
Globe Life Inc.
|
67,266 | $12,019,088 | |
| 5 | MET |
Metlife Inc
|
137,417 | $11,626,852 | |
| 6 | CNO |
CNO Financial Group, Inc.
|
134,749 | $6,869,504 | |
| 7 | MFC |
Manulife Financial Corp
|
56,923 | $2,305,950 | |
| 8 | JXN |
Jackson Financial Inc.
|
20,890 | $2,138,927 |
All Filings in AFL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,380 | 4,600 | Put | Sole | 2026-08-19 | |
| 2026-06-30 | $26,227,769 | 223,691 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $26,096,278 | 237,866 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $28,474,360 | 258,224 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $28,199,446 | 252,457 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $33,054,011 | 313,427 | Put | Sole | 2025-08-14 | |
| 2025-03-31 | $34,221,168 | 307,772 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $42,409,262 | 409,989 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $51,419,940 | 623,272 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $36,906,465 | 480,866 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $30,246,015 | 433,324 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $25,976,461 | 402,611 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $21,882,996 | 304,184 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $13,161,140 | 234,184 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,667,604 | 66,286 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,744,858 | 58,159 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,509,764 | 60,109 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,736,095 | 52,486 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,642,755 | 49,250 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,297,777 | 44,896 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $1,720,188 | 38,682 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,226,691 | 61,257 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $1,566,620 | 43,481 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,061,453 | 60,206 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||