Position in PUK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$949,958
+$62,630 QoQ
Shares Held
35,433
+13.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#69
of 278 holders
Holding Since
Mar 2020
23 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, 2026Atria Investments, Inc holds $15,663,365 across 11 Insurance - Life names. PUK ranks #5 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
40,698 | $3,443,457 | |
| 2 | PRU |
Prudential Financial Inc
|
31,002 | $3,346,045 | |
| 3 | PRI |
Primerica, Inc.
|
8,975 | $2,550,695 | |
| 4 | MFC |
Manulife Financial Corp
|
57,946 | $2,347,392 | |
| 5 | PUK |
Prudential PLC
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|
35,433 | $949,958 | |
| 6 | JXN |
Jackson Financial Inc.
|
8,545 | $874,922 | |
| 7 | AFL |
Aflac Inc
|
6,075 | $712,293 | |
| 8 | UNM |
Unum Group
|
7,661 | $684,893 |
All Filings in PUK
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $949,958 | 35,433 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $887,328 | 31,211 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,194,478 | 38,383 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,102,274 | 39,381 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,041,332 | 41,620 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,246,527 | 57,978 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $382,368 | 23,988 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,117,609 | 60,281 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,210,878 | 66,096 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $1,069,922 | 47,658 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,137,823 | 51,908 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,433,869 | 50,631 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,409,513 | 51,555 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,603,293 | 58,344 | Shares | Sole | 2023-01-31 | |
| 2022-03-31 | $1,390,260 | 47,000 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,019,560 | 58,657 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,105,415 | 53,737 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,829,447 | 48,017 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,145,129 | 50,249 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,679,576 | 45,480 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,393,964 | 48,757 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,117,769 | 36,793 | Shares | Sole | 2020-09-22 | |
| 2020-03-31 | $1,077,854 | 43,497 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||