Position in PRU
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$508,566
+$107,940 QoQ
Shares Held
4,712
+14.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#692
of 1,403 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PRU Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026CX Institutional holds $2,462,741 across 9 Insurance - Life names. PRU ranks #4 (20.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
8,557 | $724,007 | |
| 2 | GL |
Globe Life Inc.
|
3,022 | $539,970 | |
| 3 | AFL |
Aflac Inc
|
4,437 | $520,238 | |
| 4 | PRU |
Prudential Financial Inc
This page
|
4,712 | $508,566 | |
| 5 | LNC |
Lincoln National Corp
|
1,722 | $60,872 | |
| 6 | PRI |
Primerica, Inc.
|
188 | $53,429 | |
| 7 | MFC |
Manulife Financial Corp
|
851 | $34,474 | |
| 8 | UNM |
Unum Group
|
223 | $19,936 |
All Filings in PRU
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $508,566 | 4,712 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $400,626 | 4,101 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $575,688 | 5,100 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $867,266 | 8,360 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $396,561 | 3,691 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $404,728 | 3,624 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $5,182,605 | 43,724 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $3,993,030 | 32,973 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $277,974 | 2,372 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $284,929 | 2,427 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $254,089 | 2,450 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $237,984 | 2,508 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $217,815 | 2,469 | Shares | Sole | 2023-07-26 | |
| 2022-12-31 | $263,270 | 2,647 | Shares | Sole | 2023-02-03 | |
| 2022-06-30 | $110,319 | 1,153 | Shares | Sole | 2022-08-02 | |
| 2021-09-30 | $112,879 | 1,073 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $94,784 | 925 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $75,613 | 830 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $52,619 | 674 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $29,981 | 472 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $14,067 | 231 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $13,035 | 250 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||