Position in PRU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,456,715
+$454,216 QoQ
Shares Held
45,621
+28.7% QoQ
Ownership
0.013%
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 37.80934218890423.ToString("F0")%
Shared 0.ToString("F0")%
None 62.19065781109576.ToString("F0")%
Common Shares in PRU Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $180,669,781 across 13 Insurance - Life names. PRU ranks #4 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
1,216,270 | $133,436,981 | |
| 2 | UNM |
Unum Group
|
255,634 | $18,668,951 | |
| 3 | MET |
Metlife Inc
|
184,901 | $13,076,198 | |
| 4 | PRU |
Prudential Financial Inc
This page
|
45,621 | $4,456,715 | |
| 5 | LNC |
Lincoln National Corp
|
101,155 | $3,591,002 | |
| 6 | GL |
Globe Life Inc.
|
21,334 | $2,969,052 | |
| 7 | MFC |
Manulife Financial Corp
|
58,891 | $2,028,206 | |
| 8 | PRI |
Primerica, Inc.
|
3,692 | $924,772 |
All Filings in PRU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,456,715 | 45,621 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,002,499 | 35,458 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,692,210 | 35,591 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $3,910,601 | 36,398 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $3,821,466 | 34,218 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,854,358 | 32,518 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,681,682 | 30,402 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,832,113 | 32,700 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $3,799,064 | 32,360 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,436,402 | 42,777 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,768,746 | 39,717 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $3,499,599 | 39,669 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $3,085,457 | 37,291 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,261,662 | 42,848 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $3,565,788 | 41,569 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $3,719,368 | 38,873 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $4,286,025 | 36,270 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,635,998 | 33,592 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,930,840 | 18,354 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,778,059 | 17,352 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,573,934 | 17,277 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $831,601 | 10,652 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $731,432 | 11,515 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $544,689 | 8,944 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,183,838 | 22,705 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||