Position in PRU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,468,035
+$447,513 QoQ
Shares Held
22,867
+10.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#353
of 1,402 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in PRU Over Time
Shares Held
Position Value (USD)
Derivatives in PRU
reported options exposure · as of Jun 30, 2021CallValue
$0
CallShares
0
PutValue
$40,988
PutShares
400
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, 2026MAI Capital Management holds $26,822,309 across 8 Insurance - Life names. PRU ranks #4 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
95,449 | $8,075,939 | |
| 2 | AFL |
Aflac Inc
|
66,816 | $7,834,176 | |
| 3 | UNM |
Unum Group
|
61,130 | $5,465,021 | |
| 4 | PRU |
Prudential Financial Inc
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|
22,867 | $2,468,035 | |
| 5 | GL |
Globe Life Inc.
|
9,535 | $1,703,713 | |
| 6 | MFC |
Manulife Financial Corp
|
17,064 | $691,262 | |
| 7 | PUK |
Prudential PLC
|
12,599 | $337,778 | |
| 8 | CNO |
CNO Financial Group, Inc.
|
4,833 | $246,385 |
All Filings in PRU
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,468,035 | 22,867 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,020,522 | 20,683 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,493,402 | 13,230 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,021,735 | 9,849 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $802,039 | 7,465 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $755,180 | 6,762 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $859,579 | 7,252 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $824,933 | 6,812 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,054,710 | 9,000 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $983,459 | 8,377 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $858,926 | 8,282 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $561,274 | 5,915 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $547,140 | 6,202 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $493,461 | 5,964 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $719,394 | 7,233 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $462,697 | 5,394 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $414,294 | 4,330 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $549,608 | 4,651 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $428,413 | 3,958 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $359,363 | 3,416 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $40,988 | 400 | Put | Sole | 2021-07-19 | |
| 2021-06-30 | $334,564 | 3,265 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $253,440 | 2,782 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $212,818 | 2,726 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||