CARRET ASSET MANAGEMENT, LLC

Position in PRU — Prudential Financial Inc

CIK 791490 NEW YORK, NY

Position in PRU

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$699,386

+$63,425 QoQ

Shares Held

6,480

-0.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#610

of 1,403 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 16% Shared 0% None 84%

Financial Services · as of Jun 30, 2026

CARRET ASSET MANAGEMENT, LLC holds $6,323,187 across 4 Insurance - Life names. PRU ranks #3 (11.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MET	Metlife Inc	51,910	$4,392,105
2	AFL	Aflac Inc	6,216	$728,826
3	PRU	Prudential Financial Inc This page	6,480	$699,386
4	FG	F&G Annuities & Life, Inc.	18,912	$502,870

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$699,386	6,480	-0.5%	Shares	Sole	2026-08-04
2026-03-31	$635,961	6,510	-4.4%	Shares	Sole	2026-05-15
2025-12-31	$768,712	6,810	0.0%	Shares	Sole	2026-02-17
2025-09-30	$706,469	6,810	0.0%	Shares	Sole	2025-11-13
2025-06-30	$731,666	6,810	0.0%	Shares	Sole	2025-08-04
2025-03-31	$760,540	6,810	-2.2%	Shares	Sole	2025-04-22
2024-12-31	$824,968	6,960	0.0%	Shares	Sole	2025-02-10
2024-09-30	$842,856	6,960	+1.5%	Shares	Sole	2024-10-24
2024-06-30	$803,923	6,860	-5.2%	Shares	Sole	2024-08-01
2024-03-31	$849,389	7,235	0.0%	Shares	Sole	2024-04-19
2023-12-31	$750,341	7,235	0.0%	Shares	Sole	2024-02-02
2023-09-30	$686,529	7,235	0.0%	Shares	Sole	2023-10-12
2023-06-30	$638,271	7,235	0.0%	Shares	Sole	2023-07-25
2023-03-31	$598,623	7,235	0.0%	Shares	Sole	2023-05-11
2022-12-31	$719,593	7,235	-0.1%	Shares	Sole	2023-01-10
2022-09-30	$621,476	7,245	-0.3%	Shares	Sole	2022-11-14
2022-06-30	$695,593	7,270	+1.4%	Shares	Sole	2022-08-04
2022-03-31	$847,278	7,170	0.0%	Shares	Sole	2022-04-13
2021-12-31	$776,080	7,170	+4.4%	Shares	Sole	2022-01-10
2021-09-30	$722,724	6,870	+8.4%	Shares	Sole	2021-10-27
2021-06-30	$649,659	6,340	+7.7%	Shares	Sole	2021-07-14
2021-03-31	$536,123	5,885	—	Shares	Sole	2021-07-14
No filing history on record for this holder in this stock.