Position in PRU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$39,797,457
-$531,022 QoQ
Shares Held
368,734
-10.7% QoQ
Ownership
0.107%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#66
of 1,403 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in PRU Over Time
Shares Held
Position Value (USD)
Derivatives in PRU
reported options exposure · as of Dec 31, 2025CallValue
$3,612,160
CallShares
32,000
PutValue
$0
PutShares
0
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, 2026BANK OF MONTREAL /CAN/ holds $2,688,913,857 across 13 Insurance - Life names. PRU ranks #5 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFC |
Manulife Financial Corp
|
56,769,350 | $2,299,726,363 | |
| 2 | PRI |
Primerica, Inc.
|
750,249 | $213,220,763 | |
| 3 | MET |
Metlife Inc
|
688,202 | $58,228,767 | |
| 4 | AFL |
Aflac Inc
|
453,085 | $53,124,214 | |
| 5 | PRU |
Prudential Financial Inc
This page
|
368,734 | $39,797,457 | |
| 6 | GL |
Globe Life Inc.
|
85,626 | $15,299,652 | |
| 7 | UNM |
Unum Group
|
37,677 | $3,368,322 | |
| 8 | PUK |
Prudential PLC
|
76,754 | $2,057,773 |
All Filings in PRU
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,797,457 | 368,734 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $40,328,479 | 412,821 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $3,612,160 | 32,000 | Call | Defined | 2026-02-12 | |
| 2025-12-31 | $68,540,054 | 607,194 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $58,165,042 | 560,681 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $207,480 | 2,000 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $74,926,395 | 697,379 | Shares | Defined | 2025-08-05 | |
| 2025-06-30 | $214,880 | 2,000 | Call | Defined | 2025-08-05 | |
| 2025-03-31 | $68,198,282 | 610,658 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $78,610,515 | 663,212 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $86,594,973 | 715,070 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $76,013,649 | 648,636 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $87,206,831 | 742,818 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,804,554 | 17,400 | Call | Defined | 2024-02-08 | |
| 2023-12-31 | $6,222,600 | 60,000 | Put | Defined | 2024-02-08 | |
| 2023-12-31 | $81,650,258 | 787,294 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $948,900 | 10,000 | Put | Defined | 2023-11-01 | |
| 2023-09-30 | $70,846,294 | 746,615 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $59,404,346 | 673,366 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $56,359,011 | 681,158 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $59,843,190 | 601,681 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $48,070,938 | 560,398 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $54,592,134 | 570,570 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $66,355,524 | 561,526 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $69,691,621 | 643,862 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $77,262,980 | 734,439 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $84,160,452 | 821,318 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $64,611,031 | 709,232 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $62,248,486 | 797,342 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $62,601,497 | 985,540 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $71,387,403 | 1,172,207 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $81,462,332 | 1,562,377 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||