Position in PRU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$14,285,398
+$1,670,982 QoQ
Shares Held
132,358
+2.5% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#134
of 1,403 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PRU Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026D.A. DAVIDSON & CO. holds $28,679,982 across 7 Insurance - Life names. PRU ranks #1 (49.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
This page
|
132,358 | $14,285,398 | |
| 2 | AFL |
Aflac Inc
|
67,542 | $7,919,299 | |
| 3 | MET |
Metlife Inc
|
46,121 | $3,902,297 | |
| 4 | PRI |
Primerica, Inc.
|
2,768 | $786,665 | |
| 5 | UNM |
Unum Group
|
7,998 | $715,021 | |
| 6 | LNC |
Lincoln National Corp
|
19,726 | $697,314 | |
| 7 | MFC |
Manulife Financial Corp
|
9,232 | $373,988 |
All Filings in PRU
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,285,398 | 132,358 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $12,614,416 | 129,127 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $13,575,851 | 120,268 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $11,936,220 | 115,059 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $10,402,125 | 96,818 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $10,895,500 | 97,560 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $11,567,461 | 97,591 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $11,775,642 | 97,239 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $11,437,392 | 97,597 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $11,943,689 | 101,735 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $11,055,900 | 106,604 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $9,860,399 | 103,914 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $8,394,485 | 95,154 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $7,983,913 | 96,494 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $9,390,118 | 94,411 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $9,258,921 | 107,938 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $9,966,124 | 104,161 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $12,176,709 | 103,044 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $11,651,711 | 107,647 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $11,041,792 | 104,960 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $11,722,055 | 114,395 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $10,353,423 | 113,649 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $7,838,540 | 100,404 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $5,423,655 | 85,385 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $2,961,993 | 48,637 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,876,772 | 55,174 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||