Position in PRU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$48,136
+$4,567 QoQ
Shares Held
446
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,138
of 1,403 holders
Holding Since
Sep 2022
16 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, 2026BARRETT & COMPANY, INC. holds $1,289,229 across 7 Insurance - Life names. PRU ranks #4 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
11,123 | $941,117 | |
| 2 | AFL |
Aflac Inc
|
1,339 | $156,997 | |
| 3 | MFC |
Manulife Financial Corp
|
1,535 | $62,182 | |
| 4 | PRU |
Prudential Financial Inc
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|
446 | $48,136 | |
| 5 | LNC |
Lincoln National Corp
|
1,200 | $42,420 | |
| 6 | UNM |
Unum Group
|
396 | $35,402 | |
| 7 | BHF |
Brighthouse Financial, Inc.
|
47 | $2,975 |
All Filings in PRU
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,136 | 446 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $43,569 | 446 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $43,120 | 382 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $35,167 | 339 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $36,422 | 339 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $37,859 | 339 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $40,181 | 339 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $41,052 | 339 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $39,727 | 339 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $39,798 | 339 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $35,157 | 339 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $32,167 | 339 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $29,906 | 339 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $28,048 | 339 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $27,152 | 273 | Shares | Sole | 2023-05-23 | |
| 2022-09-30 | $23,417 | 273 | Shares | Sole | 2023-06-13 | |
| No filing history on record for this holder in this stock. | ||||||