Patriot Financial Group Insurance Agency, LLC

Insurance

Position in PRU — Prudential Financial Inc

CIK 1694883 Westborough, MA

Position in PRU

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,476,914

+$446,090 QoQ

Shares Held

13,684

+29.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#436

of 1,403 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Patriot Financial Group Insurance Agency, LLC holds $3,116,345 across 6 Insurance - Life names. PRU ranks #1 (47.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRU	Prudential Financial Inc This page	13,684	$1,476,914
2	AFL	Aflac Inc	3,809	$446,605
3	UNM	Unum Group	4,608	$411,955
4	MET	Metlife Inc	3,399	$287,589
5	MFC	Manulife Financial Corp	6,500	$263,315
6	JXN	Jackson Financial Inc.	2,246	$229,967

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,476,914	13,684	+29.7%	Shares	Sole	2026-07-16
2026-03-31	$1,030,824	10,552	+108.9%	Shares	Sole	2026-04-22
2025-12-31	$570,156	5,051	+1.0%	Shares	Sole	2026-01-26
2025-09-30	$518,700	5,000	-3.0%	Shares	Sole	2025-10-08
2025-06-30	$554,068	5,157	-3.3%	Shares	Sole	2025-07-21
2025-03-31	$595,701	5,334	+5.1%	Shares	Sole	2025-04-14
2024-12-31	$601,658	5,076	-1.3%	Shares	Sole	2025-01-22
2024-09-30	$623,059	5,145	+0.5%	Shares	Sole	2024-10-24
2024-06-30	$599,778	5,118	+4.0%	Shares	Sole	2024-07-26
2024-03-31	$577,960	4,923	+3.1%	Shares	Sole	2024-04-30
2023-12-31	$495,422	4,777	-0.9%	Shares	Sole	2024-01-19
2023-09-30	$457,464	4,821	-12.1%	Shares	Sole	2023-10-19
2023-06-30	$484,063	5,487	-0.4%	Shares	Sole	2023-07-17
2023-03-31	$455,980	5,511	-2.0%	Shares	Sole	2023-04-20
2022-12-31	$559,462	5,625	+1.3%	Shares	Sole	2023-01-17
2022-09-30	$476,507	5,555	+2.2%	Shares	Sole	2022-11-01
2022-06-30	$520,307	5,438	-1.8%	Shares	Sole	2022-07-29
2022-03-31	$654,307	5,537	-6.7%	Shares	Sole	2022-05-11
2021-12-31	$642,187	5,933	+5.8%	Shares	Sole	2022-01-10
2021-09-30	$589,856	5,607	+1.6%	Shares	Sole	2021-11-24
2021-06-30	$565,531	5,519	+5.0%	Shares	Sole	2021-07-30
2021-03-31	$478,912	5,257	+4.2%	Shares	Sole	2021-04-29
2020-12-31	$393,707	5,043	+81.6%	Shares	Sole	2021-01-15
2020-09-30	$176,395	2,777	+325.3%	Shares	Sole	2020-10-21
2020-06-30	$39,767	653	+0.2%	Shares	Sole	2020-07-10
2020-03-31	$33,995	652	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.