Position in PRI
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$11,272,851
-$1,850,025 QoQ
Shares Held
45,005
-11.4% QoQ
Ownership
0.144%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 58%
Shared 0%
None 42%
Common Shares in PRI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $1,382,316,360 across 17 Insurance - Life names. PRI ranks #12 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
5,499,868 | $388,950,662 | |
| 2 | AFL |
Aflac Inc
|
2,330,679 | $255,698,790 | |
| 3 | PRU |
Prudential Financial Inc
|
1,897,227 | $185,340,101 | |
| 4 | MFC |
Manulife Financial Corp
|
3,772,871 | $129,937,674 | |
| 5 | PUK |
Prudential PLC
|
4,470,630 | $127,100,008 | |
| 6 | GL |
Globe Life Inc.
|
641,343 | $89,255,702 | |
| 7 | LNC |
Lincoln National Corp
|
1,428,845 | $50,723,997 | |
| 8 | UNM |
Unum Group
|
580,230 | $42,374,195 |
All Filings in PRI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,272,851 | 45,005 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $13,122,876 | 50,793 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $18,335,370 | 66,052 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $16,284,729 | 59,505 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $23,654,113 | 83,134 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $9,713,305 | 35,787 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $9,679,828 | 36,507 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $6,968,224 | 29,454 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $10,346,820 | 40,903 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $4,753,053 | 23,100 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $4,586,586 | 23,641 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,432,787 | 22,415 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $9,520,562 | 55,275 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $8,311,216 | 58,604 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $9,154,554 | 74,156 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $11,337,992 | 94,728 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $11,585,777 | 84,679 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $11,706,301 | 76,377 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $11,896,334 | 77,435 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $13,246,299 | 86,498 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $13,690,494 | 92,616 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $11,720,345 | 87,511 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $14,105,838 | 124,676 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $14,185,554 | 121,660 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $12,891,444 | 145,699 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||