Position in PUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$337,778
+$111,618 QoQ
Shares Held
12,599
+58.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#136
of 277 holders
Holding Since
Mar 2020
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PUK Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026MAI Capital Management holds $26,822,309 across 8 Insurance - Life names. PUK ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
95,449 | $8,075,939 | |
| 2 | AFL |
Aflac Inc
|
66,816 | $7,834,176 | |
| 3 | UNM |
Unum Group
|
61,130 | $5,465,021 | |
| 4 | PRU |
Prudential Financial Inc
|
22,867 | $2,468,035 | |
| 5 | GL |
Globe Life Inc.
|
9,535 | $1,703,713 | |
| 6 | MFC |
Manulife Financial Corp
|
17,064 | $691,262 | |
| 7 | PUK |
Prudential PLC
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|
12,599 | $337,778 | |
| 8 | CNO |
CNO Financial Group, Inc.
|
4,833 | $246,385 |
All Filings in PUK
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $337,778 | 12,599 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $226,160 | 7,955 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $59,843 | 1,923 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $55,336 | 1,977 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $64,376 | 2,573 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $29,025 | 1,350 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $21,519 | 1,350 | Shares | Sole | 2025-02-14 | |
| 2020-03-31 | $378,018 | 15,255 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||