Position in AFL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$345,540,202
+$3,434,254 QoQ
Shares Held
3,149,578
+1.5% QoQ
Ownership
0.619%
of shares outstanding
% of Portfolio
0.06%
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)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $1,454,435,055 across 16 Insurance - Life names. AFL ranks #1 (23.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
This page
|
3,149,578 | $345,540,202 | |
| 2 | MET |
Metlife Inc
|
3,852,018 | $272,414,712 | |
| 3 | PRU |
Prudential Financial Inc
|
2,462,625 | $240,573,836 | |
| 4 | JXN |
Jackson Financial Inc.
|
1,065,201 | $112,613,049 | |
| 5 | GL |
Globe Life Inc.
|
745,617 | $103,767,517 | |
| 6 | UNM |
Unum Group
|
1,148,583 | $83,881,016 | |
| 7 | PRI |
Primerica, Inc.
|
326,524 | $81,787,731 | |
| 8 | LNC |
Lincoln National Corp
|
2,135,814 | $75,821,397 |
All Filings in AFL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $345,540,202 | 3,149,578 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $342,105,948 | 3,102,439 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $348,032,626 | 3,115,780 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $327,629,945 | 3,106,675 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $358,377,156 | 3,223,106 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $333,767,882 | 3,226,681 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $355,475,031 | 3,179,562 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $288,993,584 | 3,235,848 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $276,019,207 | 3,214,759 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $263,253,705 | 3,190,954 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $243,532,508 | 3,173,062 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $222,757,346 | 3,191,366 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $209,976,468 | 3,254,440 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $234,811,512 | 3,263,991 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $183,663,679 | 3,268,037 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $180,895,625 | 3,269,395 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $211,588,888 | 3,286,052 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $187,627,331 | 3,213,347 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $186,630,508 | 3,580,098 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $194,497,592 | 3,624,629 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $182,989,586 | 3,575,412 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $152,279,288 | 3,424,315 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $119,889,061 | 3,298,186 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $122,249,753 | 3,392,999 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $118,574,181 | 3,463,031 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||