Position in PRU
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$10,113,063
+$2,651,131 QoQ
Shares Held
103,522
+56.6% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.031877282123606576.ToString("F0")%
Shared 0.ToString("F0")%
None 99.9681227178764.ToString("F0")%
Common Shares in PRU Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026Creative Planning holds $114,177,942 across 15 Insurance - Life names. PRU ranks #5 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
260,338 | $28,561,681 | |
| 2 | MET |
Metlife Inc
|
255,422 | $18,063,443 | |
| 3 | MFC |
Manulife Financial Corp
|
513,474 | $17,684,044 | |
| 4 | UNM |
Unum Group
|
154,340 | $11,271,450 | |
| 5 | PRU |
Prudential Financial Inc
This page
|
103,522 | $10,113,063 | |
| 6 | GL |
Globe Life Inc.
|
63,368 | $8,818,924 | |
| 7 | PUK |
Prudential PLC
|
257,056 | $7,308,102 | |
| 8 | CNO |
CNO Financial Group, Inc.
|
116,771 | $4,794,617 |
All Filings in PRU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,113,063 | 103,522 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $7,461,932 | 66,105 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $6,690,918 | 64,497 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,375,540 | 68,648 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $8,809,316 | 78,880 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,066,515 | 84,928 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $11,197,147 | 92,462 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $11,158,123 | 95,214 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $10,017,155 | 85,325 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $8,708,009 | 83,965 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $11,340,967 | 119,517 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $20,510,973 | 232,498 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $19,177,807 | 231,784 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $23,141,656 | 232,673 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $18,523,247 | 215,939 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $20,633,487 | 215,651 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $25,879,702 | 219,004 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,616,406 | 33,411 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,521,780 | 33,477 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $4,062,217 | 39,643 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $3,212,277 | 35,261 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,699,426 | 34,577 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,146,467 | 33,792 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,980,224 | 32,516 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,577,130 | 30,248 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||