Position in AFL
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$42,117,116
-$4,835,405 QoQ
Shares Held
383,895
-9.8% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 89%
Shared 2%
None 9%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Derivatives in AFL
reported options exposure · as of Dec 31, 2024CallValue
$8,109,696
CallShares
78,400
PutValue
$0
PutShares
0
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, 2026BANK OF MONTREAL /CAN/ holds $2,435,696,516 across 13 Insurance - Life names. AFL ranks #4 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFC |
Manulife Financial Corp
|
57,296,687 | $1,973,297,897 | |
| 2 | PRI |
Primerica, Inc.
|
1,257,398 | $314,953,049 | |
| 3 | MET |
Metlife Inc
|
707,334 | $50,022,656 | |
| 4 | AFL |
Aflac Inc
This page
|
383,895 | $42,117,116 | |
| 5 | PRU |
Prudential Financial Inc
|
412,821 | $40,328,479 | |
| 6 | GL |
Globe Life Inc.
|
53,053 | $7,383,384 | |
| 7 | UNM |
Unum Group
|
37,746 | $2,756,589 | |
| 8 | LNC |
Lincoln National Corp
|
41,185 | $1,462,066 |
All Filings in AFL
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $42,117,116 | 383,895 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $46,952,521 | 425,796 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $49,168,883 | 440,187 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $50,739,544 | 481,126 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $60,092,743 | 540,451 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $8,109,696 | 78,400 | Call | Defined | 2025-02-13 | |
| 2024-12-31 | $70,747,372 | 683,946 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $12,119,120 | 108,400 | Call | Defined | 2024-11-13 | |
| 2024-09-30 | $79,025,493 | 706,847 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $7,001,904 | 78,400 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $62,150,023 | 695,891 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $6,731,424 | 78,400 | Call | Defined | 2024-05-13 | |
| 2024-03-31 | $57,972,069 | 675,193 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $62,212,672 | 754,093 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $7,675,000 | 100,000 | Call | Defined | 2023-11-01 | |
| 2023-09-30 | $49,255,768 | 641,769 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $45,253,014 | 648,324 | Shares | Defined | 2023-08-02 | |
| 2023-06-30 | $6,980,000 | 100,000 | Call | Defined | 2023-08-02 | |
| 2023-03-31 | $38,353,331 | 594,441 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $49,775,716 | 691,906 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $19,804,147 | 352,387 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $21,447,233 | 387,624 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $25,670,102 | 398,666 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $29,300,565 | 501,808 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $73,164,869 | 1,403,508 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $73,089,478 | 1,362,085 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $55,569,090 | 1,085,758 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $49,775,622 | 1,119,308 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $36,493,834 | 1,003,957 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $39,142,808 | 1,086,395 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $36,105,050 | 1,054,470 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||