Position in PRU
as of Dec 31, 2023
· filed Jan 8, 2024
Position Value
$2,090,608
-$2,768 QoQ
Shares Held
36,314
-15.9% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in PRU Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Dec 31, 2023Bartlett & Co. LLC holds $4,440,453 across 7 Insurance - Life names. PRU ranks #1 (47.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
This page
|
36,314 | $2,090,608 | |
| 2 | MET |
Metlife Inc
|
18,707 | $1,237,093 | |
| 3 | MFC |
Manulife Financial Corp
|
40,557 | $896,309 | |
| 4 | AFL |
Aflac Inc
|
1,813 | $149,572 | |
| 5 | LNC |
Lincoln National Corp
|
915 | $24,677 | |
| 6 | UTGN |
Utg Inc
|
800 | $24,088 | |
| 7 | PRI |
Primerica, Inc.
|
88 | $18,106 |
All Filings in PRU
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2023-12-31 PRH | $37,494 | 1,475 | Shares | Sole | 2024-01-08 | |
| 2023-12-31 PRS | $494,457 | 19,810 | Shares | Sole | 2024-01-08 | |
| 2023-12-31 | $1,558,657 | 15,029 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 PRH | $36,034 | 1,475 | Shares | Sole | 2023-10-10 | |
| 2023-09-30 PRS | $645,474 | 26,850 | Shares | Sole | 2023-10-10 | |
| 2023-09-30 | $1,411,868 | 14,879 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 PRH | $11,932 | 475 | Shares | Sole | 2023-07-14 | |
| 2023-06-30 PRS | $668,565 | 26,850 | Shares | Sole | 2023-07-14 | |
| 2023-06-30 | $1,511,120 | 17,129 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 PRH | $12,041 | 475 | Shares | Sole | 2023-04-06 | |
| 2023-03-31 PRS | $572,500 | 22,900 | Shares | Sole | 2023-04-06 | |
| 2023-03-31 | $70,246 | 849 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 PRS | $560,592 | 22,900 | Shares | Sole | 2023-01-04 | |
| 2022-12-31 | $84,441 | 849 | Shares | Sole | 2023-01-04 | |
| 2022-09-30 PRS | $734,822 | 30,005 | Shares | Sole | 2022-10-17 | |
| 2022-09-30 | $77,116 | 899 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 PRS | $752,225 | 30,005 | Shares | Sole | 2022-08-02 | |
| 2022-06-30 | $86,016 | 899 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 PRS | $873,816 | 33,390 | Shares | Sole | 2022-05-13 | |
| 2022-03-31 | $109,661 | 928 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 PRS | $916,921 | 33,760 | Shares | Sole | 2022-03-08 | |
| 2021-09-30 | $97,625 | 928 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $98,371 | 960 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $87,456 | 960 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $74,947 | 960 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $15,689 | 247 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $19,670 | 323 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $16,841 | 323 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||