Position in PRU
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$40,328,479
-$28,211,575 QoQ
Shares Held
412,821
-32.0% QoQ
Ownership
0.119%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 94.094050448015.ToString("F0")%
Shared 0.ToString("F0")%
None 5.9059495519850005.ToString("F0")%
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 Mar 31, 2026BANK OF MONTREAL /CAN/ holds $2,435,696,516 across 13 Insurance - Life names. PRU ranks #5 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFC |
Manulife Financial Corp
|
57,296,687 | $1,973,297,897 | |
| 2 | PRI |
Primerica, Inc.
|
1,257,398 | $314,953,049 | |
| 3 | MET |
Metlife Inc
|
707,334 | $50,022,656 | |
| 4 | AFL |
Aflac Inc
|
383,895 | $42,117,116 | |
| 5 | PRU |
Prudential Financial Inc
This page
|
412,821 | $40,328,479 | |
| 6 | GL |
Globe Life Inc.
|
53,053 | $7,383,384 | |
| 7 | UNM |
Unum Group
|
37,746 | $2,756,589 | |
| 8 | LNC |
Lincoln National Corp
|
41,185 | $1,462,066 |
All Filings in PRU
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||