Position in PUK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$487,405
-$3,398,805 QoQ
Shares Held
18,180
-86.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#110
of 278 holders
Holding Since
Jun 2022
17 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, 2026AMG National Trust Bank holds $3,688,304 across 3 Insurance - Life names. PUK ranks #2 (13.2% of the industry book) .
All Filings in PUK
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $487,405 | 18,180 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $3,886,210 | 136,694 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,254,788 | 136,722 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,843,110 | 137,303 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,417,080 | 136,574 | Shares | Other | 2025-08-04 | |
| 2025-03-31 | $2,914,755 | 135,570 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,178,076 | 73,907 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,754,747 | 148,584 | Shares | Other | 2024-11-07 | |
| 2024-06-30 | $2,769,562 | 151,177 | Shares | Other | 2024-07-25 | |
| 2024-03-31 | $2,205,065 | 114,430 | Shares | Other | 2024-05-06 | |
| 2023-12-31 | $2,237,434 | 99,663 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,761,612 | 125,986 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $3,600,661 | 127,142 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $3,551,301 | 129,894 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,180,696 | 152,136 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $3,005,808 | 150,894 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $2,191,700 | 87,284 | Shares | Sole | 2022-08-05 | |
| No filing history on record for this holder in this stock. | ||||||