Position in PRI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$30,400,303
+$2,146,163 QoQ
Shares Held
106,968
-5.2% QoQ
Ownership
0.348%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#40
of 523 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 56%
Shared 0%
None 43%
Common Shares in PRI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026JPMORGAN CHASE & CO holds $1,475,397,595 across 17 Insurance - Life names. PRI ranks #9 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFC |
Manulife Financial Corp
|
10,938,262 | $443,108,986 | |
| 2 | MET |
Metlife Inc
|
4,101,029 | $346,988,055 | |
| 3 | AFL |
Aflac Inc
|
2,706,452 | $317,331,494 | |
| 4 | PRU |
Prudential Financial Inc
|
1,265,046 | $136,536,408 | |
| 5 | GL |
Globe Life Inc.
|
273,463 | $48,862,363 | |
| 6 | UNM |
Unum Group
|
514,225 | $45,971,711 | |
| 7 | JXN |
Jackson Financial Inc.
|
344,506 | $35,273,966 | |
| 8 | CNO |
CNO Financial Group, Inc.
|
680,052 | $34,669,046 |
All Filings in PRI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,400,303 | 106,968 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $28,254,140 | 112,800 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $27,886,084 | 107,935 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $36,824,530 | 132,658 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $37,305,322 | 136,315 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $30,738,341 | 108,032 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $31,839,734 | 117,308 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $27,923,472 | 105,312 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $27,999,947 | 118,353 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $27,371,280 | 108,204 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $20,535,257 | 99,802 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $16,811,546 | 86,653 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $18,226,745 | 92,166 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $15,791,994 | 91,686 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $9,939,453 | 70,085 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $8,824,452 | 71,482 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $9,144,075 | 76,398 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $9,161,190 | 66,958 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $12,895,370 | 84,135 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $12,262,745 | 79,820 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $13,522,108 | 88,299 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $13,416,438 | 90,762 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $12,417,452 | 92,716 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $9,822,813 | 86,820 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $7,556,028 | 64,803 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $9,245,273 | 104,490 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||