Goelzer Investment Management, Inc.

Position in PRU — Prudential Financial Inc

CIK 1550057 CARMEL, IN

Position in PRU

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$5,805,230

+$349,146 QoQ

Shares Held

53,787

-3.7% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#234

of 1,403 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 13% Shared 0% None 87%

Financial Services · as of Jun 30, 2026

Goelzer Investment Management, Inc. holds $8,760,200 across 4 Insurance - Life names. PRU ranks #1 (66.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRU	Prudential Financial Inc This page	53,787	$5,805,230
2	UNM	Unum Group	25,728	$2,300,083
3	AFL	Aflac Inc	3,255	$381,648
4	MFC	Manulife Financial Corp	6,745	$273,239

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,805,230	53,787	-3.7%	Shares	Sole	2026-07-15
2026-03-31	$5,456,084	55,851	-0.1%	Shares	Sole	2026-04-09
2025-12-31	$6,307,734	55,880	-2.7%	Shares	Sole	2026-01-14
2025-09-30	$5,956,439	57,417	-2.0%	Shares	Sole	2025-10-14
2025-06-30	$6,292,331	58,566	-1.0%	Shares	Sole	2025-07-09
2025-03-31	$6,607,435	59,164	-2.1%	Shares	Sole	2025-04-29
2024-12-31	$7,160,041	60,407	-2.3%	Shares	Sole	2025-01-21
2024-09-30	$7,485,312	61,811	-6.6%	Shares	Sole	2024-10-04
2024-06-30	$7,755,985	66,183	-5.0%	Shares	Sole	2024-08-09
2024-03-31	$8,178,084	69,660	-5.6%	Shares	Sole	2024-05-02
2023-12-31	$7,655,664	73,818	-24.9%	Shares	Sole	2024-02-08
2023-09-30	$9,325,504	98,277	-4.4%	Shares	Sole	2023-11-13
2023-06-30	$9,073,691	102,853	-1.4%	Shares	Sole	2023-07-27
2023-03-31	$8,628,209	104,281	-1.7%	Shares	Sole	2023-04-28
2022-12-31	$10,553,203	106,105	-3.3%	Shares	Sole	2023-01-20
2022-09-30	$9,412,810	109,732	+0.2%	Shares	Sole	2022-11-14
2022-06-30	$10,475,333	109,483	+0.5%	Shares	Sole	2022-08-01
2022-03-31	$12,868,594	108,899	-1.6%	Shares	Sole	2022-05-10
2021-12-31	$11,982,817	110,706	+10.3%	Shares	Sole	2022-02-11
2021-09-30	$10,555,662	100,339	-3.1%	Shares	Sole	2021-10-29
2021-06-30	$10,615,584	103,597	+1.8%	Shares	Sole	2021-08-12
2021-03-31	$9,267,420	101,728	+31.3%	Shares	Sole	2021-05-06
2020-12-31	$6,047,536	77,463	-5.7%	Shares	Sole	2021-02-12
2020-09-30	$5,216,071	82,117	-1.7%	Shares	Sole	2020-10-27
2020-06-30	$5,089,108	83,565	-13.3%	Shares	Sole	2020-08-12
2020-03-31	$5,027,443	96,422	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.