Position in PUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,305,243
+$131,342 QoQ
Shares Held
48,685
+17.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#62
of 282 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 5%
Shared 47%
None 48%
Common Shares in PUK Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Cerity Partners LLC holds $111,181,571 across 13 Insurance - Life names. PUK ranks #11 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
313,669 | $36,777,689 | |
| 2 | PRU |
Prudential Financial Inc
|
177,063 | $19,110,408 | |
| 3 | GL |
Globe Life Inc.
|
78,116 | $13,957,766 | |
| 4 | MET |
Metlife Inc
|
163,620 | $13,843,887 | |
| 5 | UNM |
Unum Group
|
111,840 | $9,998,494 | |
| 6 | MFC |
Manulife Financial Corp
|
162,703 | $6,591,097 | |
| 7 | CNO |
CNO Financial Group, Inc.
|
59,505 | $3,033,564 | |
| 8 | LNC |
Lincoln National Corp
|
65,688 | $2,322,069 |
All Filings in PUK
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,305,243 | 48,685 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,173,901 | 41,291 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $873,381 | 28,065 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $705,571 | 25,208 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $617,293 | 24,672 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $368,553 | 17,142 | Shares | Defined | 2025-04-30 | |
| 2024-09-30 | $260,839 | 14,069 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $410,203 | 22,391 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $336,993 | 17,488 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $373,972 | 16,658 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $290,001 | 13,230 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $600,610 | 21,208 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $474,567 | 17,358 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $390,985 | 14,228 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $381,966 | 19,175 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $378,106 | 15,058 | Shares | Sole | 2022-08-10 | |
| 2021-12-31 | $422,111 | 12,260 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||