Position in PRU
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$120,989
+$12,065 QoQ
Shares Held
1,121
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,058
of 1,403 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in PRU Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $744,070 across 8 Insurance - Life names. PRU ranks #3 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GL |
Globe Life Inc.
|
1,565 | $279,634 | |
| 2 | MET |
Metlife Inc
|
2,754 | $233,015 | |
| 3 | PRU |
Prudential Financial Inc
This page
|
1,121 | $120,989 | |
| 4 | JXN |
Jackson Financial Inc.
|
700 | $71,673 | |
| 5 | MFC |
Manulife Financial Corp
|
411 | $16,649 | |
| 6 | AFL |
Aflac Inc
|
109 | $12,780 | |
| 7 | PUK |
Prudential PLC
|
218 | $5,844 | |
| 8 | UNM |
Unum Group
|
39 | $3,486 |
All Filings in PRU
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $120,989 | 1,121 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $108,924 | 1,115 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $135,456 | 1,200 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $145,858 | 1,406 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $126,886 | 1,181 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $220,344 | 1,973 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $254,246 | 2,145 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $264,603 | 2,185 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $253,481 | 2,163 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $208,619 | 1,777 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $181,803 | 1,753 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $207,809 | 2,190 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $178,116 | 2,019 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $183,434 | 2,217 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $201,406 | 2,025 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $154,747 | 1,804 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $236,425 | 2,471 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $336,193 | 2,845 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $679,638 | 6,279 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $371,040 | 3,527 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $409,777 | 3,999 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $667,945 | 7,332 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||