Position in PRU
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,802,481
+$870,512 QoQ
Shares Held
35,231
+17.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#296
of 1,418 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PRU Over Time
Shares Held
Position Value (USD)
Derivatives in PRU
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$852,647
PutShares
7,900
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Life
Financial Services · as of Jun 30, 2026HB Wealth Management, LLC holds $23,246,681 across 12 Insurance - Life names. PRU ranks #2 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
71,812 | $8,419,957 | |
| 2 | PRU |
Prudential Financial Inc
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|
35,231 | $3,802,481 | |
| 3 | MET |
Metlife Inc
|
42,212 | $3,571,557 | |
| 4 | MFC |
Manulife Financial Corp
|
58,805 | $2,382,190 | |
| 5 | UNM |
Unum Group
|
18,464 | $1,650,681 | |
| 6 | LNC |
Lincoln National Corp
|
27,939 | $987,643 | |
| 7 | GL |
Globe Life Inc.
|
5,283 | $943,966 | |
| 8 | PRI |
Primerica, Inc.
|
2,638 | $749,719 |
All Filings in PRU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,802,481 | 35,231 | Shares | Sole | 2026-07-29 | |
| 2026-06-30 | $852,647 | 7,900 | Put | Sole | 2026-07-29 | |
| 2026-03-31 | $771,751 | 7,900 | Put | Sole | 2026-04-27 | |
| 2026-03-31 | $2,931,969 | 30,013 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $891,752 | 7,900 | Put | Sole | 2026-01-28 | |
| 2025-12-31 | $3,416,313 | 30,265 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,954,618 | 28,481 | Shares | Sole | 2025-10-23 | |
| 2025-09-30 | $819,546 | 7,900 | Put | Sole | 2025-10-23 | |
| 2025-06-30 | $2,749,497 | 25,591 | Shares | Sole | 2025-07-17 | |
| 2025-06-30 | $848,776 | 7,900 | Put | Sole | 2025-07-17 | |
| 2025-03-31 | $882,272 | 7,900 | Put | Sole | 2025-05-07 | |
| 2025-03-31 | $2,871,739 | 25,714 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,417,500 | 11,959 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $952,572 | 7,866 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $869,549 | 7,420 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $792,919 | 6,754 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $597,680 | 5,763 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $695,164 | 7,326 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $390,020 | 4,421 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $297,781 | 3,599 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $450,155 | 4,526 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $318,329 | 3,711 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $410,084 | 4,286 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $353,682 | 2,993 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $226,546 | 2,093 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||