Position in PUK
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$526,199
-$68,641 QoQ
Shares Held
19,627
-6.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#101
of 278 holders
Holding Since
Dec 2024
7 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, 2026Ballentine Partners, LLC holds $7,598,420 across 8 Insurance - Life names. PUK ranks #4 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
25,678 | $3,010,744 | |
| 2 | MET |
Metlife Inc
|
24,441 | $2,067,951 | |
| 3 | UNM |
Unum Group
|
7,971 | $712,606 | |
| 4 | PUK |
Prudential PLC
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|
19,627 | $526,199 | |
| 5 | GL |
Globe Life Inc.
|
2,808 | $501,731 | |
| 6 | PRI |
Primerica, Inc.
|
1,076 | $305,799 | |
| 7 | MFC |
Manulife Financial Corp
|
5,875 | $237,995 | |
| 8 | PRU |
Prudential Financial Inc
|
2,181 | $235,395 |
All Filings in PUK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $526,199 | 19,627 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $594,840 | 20,923 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $622,524 | 20,004 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $513,168 | 18,334 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $465,321 | 18,598 | Shares | Other | 2025-07-15 | |
| 2025-03-31 | $390,611 | 18,168 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $162,619 | 10,202 | Shares | Other | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||