Position in PUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,739,459
+$670,976 QoQ
Shares Held
64,881
+72.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#55
of 278 holders
Holding Since
Sep 2020
21 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in PUK Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $16,141,564 across 9 Insurance - Life names. PUK ranks #5 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
|
38,362 | $4,140,410 | |
| 2 | AFL |
Aflac Inc
|
27,296 | $3,200,456 | |
| 3 | MFC |
Manulife Financial Corp
|
51,969 | $2,105,264 | |
| 4 | MET |
Metlife Inc
|
22,048 | $1,865,481 | |
| 5 | PUK |
Prudential PLC
This page
|
64,881 | $1,739,459 | |
| 6 | LNC |
Lincoln National Corp
|
40,091 | $1,417,216 | |
| 7 | PRI |
Primerica, Inc.
|
2,817 | $800,591 | |
| 8 | UNM |
Unum Group
|
8,466 | $756,860 |
All Filings in PUK
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,739,459 | 64,881 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,068,483 | 37,583 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,473,718 | 47,356 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,139,752 | 40,720 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $773,042 | 30,897 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $359,544 | 16,723 | Shares | Sole | 2025-08-01 | |
| 2024-03-31 | $253,747 | 13,168 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $320,810 | 14,290 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $399,053 | 18,205 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $621,454 | 21,944 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $653,699 | 23,910 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $631,298 | 22,973 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $463,359 | 23,261 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,564,804 | 62,318 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,761,873 | 59,563 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,252,720 | 65,429 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $3,497,481 | 89,267 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $3,401,071 | 89,267 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $3,355,476 | 78,601 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $393,083 | 10,644 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,244,375 | 78,502 | Shares | Sole | 2020-12-03 | |
| No filing history on record for this holder in this stock. | ||||||