Callan Family Office, LLC
Family OfficePosition in PRU — Prudential Financial Inc
CIK 1938970
RADNOR, PA
Position in PRU
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$950,035
-$301,578 QoQ
Shares Held
9,725
-12.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PRU Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026Callan Family Office, LLC holds $26,213,356 across 10 Insurance - Life names. PRU ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
130,512 | $9,229,808 | |
| 2 | PRI |
Primerica, Inc.
|
31,429 | $7,872,335 | |
| 3 | MFC |
Manulife Financial Corp
|
72,802 | $2,507,300 | |
| 4 | AFL |
Aflac Inc
|
21,611 | $2,370,942 | |
| 5 | PUK |
Prudential PLC
|
49,019 | $1,393,610 | |
| 6 | PRU |
Prudential Financial Inc
This page
|
9,725 | $950,035 | |
| 7 | CNO |
CNO Financial Group, Inc.
|
20,773 | $852,939 | |
| 8 | UNM |
Unum Group
|
6,928 | $505,951 |
All Filings in PRU
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $950,035 | 9,725 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,251,613 | 11,088 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $909,592 | 8,768 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,495,242 | 13,917 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $484,132 | 4,335 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $803,751 | 6,781 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $234,328 | 1,935 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $211,293 | 1,803 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||