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Davis Investment Partners, LLC

Position in PRU — Prudential Financial Inc

CIK 1963865 CHARLOTTE, NC

Position in PRU

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$260,219
+$46,669 QoQ
Shares Held
2,411
+10.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#910
of 1,403 holders
Holding Since
Mar 2025
3 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, 2026

Davis Investment Partners, LLC holds $1,155,379 across 3 Insurance - Life names. PRU ranks #3 (22.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 PRU
Prudential Financial Inc
This page
2,411 $260,219

All Filings in PRU

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $260,219 2,411
2026-03-31 $213,550 2,186
2025-03-31 $223,248 1,999