Position in PUK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,616,051
-$1,692,051 QoQ
Shares Held
209,476
-18.5% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#26
of 278 holders
Holding Since
Mar 2021
17 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PUK Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Creative Planning holds $154,007,713 across 15 Insurance - Life names. PUK ranks #8 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
305,002 | $35,761,483 | |
| 2 | MET |
Metlife Inc
|
319,242 | $27,011,065 | |
| 3 | MFC |
Manulife Financial Corp
|
582,389 | $23,592,577 | |
| 4 | UNM |
Unum Group
|
204,086 | $18,245,287 | |
| 5 | GL |
Globe Life Inc.
|
83,207 | $14,867,426 | |
| 6 | PRU |
Prudential Financial Inc
|
115,560 | $12,472,390 | |
| 7 | CNO |
CNO Financial Group, Inc.
|
128,709 | $6,561,584 | |
| 8 | PUK |
Prudential PLC
This page
|
209,476 | $5,616,051 |
All Filings in PUK
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,616,051 | 209,476 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $7,308,102 | 257,056 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $7,258,894 | 233,255 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,981,741 | 213,710 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,611,786 | 184,324 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $3,592,005 | 167,070 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,037,323 | 127,812 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,497,363 | 80,764 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,296,154 | 70,751 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $692,794 | 35,952 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,005,108 | 44,771 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $414,791 | 18,923 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $510,184 | 18,015 | Shares | Defined | 2023-07-21 | |
| 2022-06-30 | $211,526 | 8,424 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $216,791 | 7,329 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $246,207 | 6,284 | Shares | Sole | 2021-11-10 | |
| 2021-03-31 | $244,869 | 5,736 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||