Position in PUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$419,764
-$12,343 QoQ
Shares Held
15,657
+3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#123
of 278 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PUK Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026SHELTON CAPITAL MANAGEMENT holds $27,549,842 across 7 Insurance - Life names. PUK ranks #3 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
218,628 | $25,634,133 | |
| 2 | UNM |
Unum Group
|
4,826 | $431,444 | |
| 3 | PUK |
Prudential PLC
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|
15,657 | $419,764 | |
| 4 | MET |
Metlife Inc
|
3,931 | $332,601 | |
| 5 | MFC |
Manulife Financial Corp
|
7,826 | $317,031 | |
| 6 | PRI |
Primerica, Inc.
|
1,033 | $293,578 | |
| 7 | GNW |
Genworth Financial Inc
|
12,808 | $121,291 |
All Filings in PUK
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $419,764 | 15,657 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $432,107 | 15,199 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $509,652 | 16,377 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $758,417 | 27,096 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $678,667 | 27,125 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $595,442 | 27,695 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $333,512 | 20,923 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $551,713 | 29,758 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $542,748 | 29,626 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $601,802 | 31,230 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||