Position in PUK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$288,931
-$77,474 QoQ
Shares Held
10,777
-16.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#142
of 278 holders
Holding Since
Sep 2024
5 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in PUK Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Venturi Wealth Management, LLC holds $3,216,507 across 5 Insurance - Life names. PUK ranks #4 (9.0% of the industry book) .
All Filings in PUK
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $288,931 | 10,777 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $366,405 | 12,888 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $323,367 | 10,391 | Shares | Sole | 2026-01-22 | |
| 2024-12-31 | $15,334 | 962 | Shares | Other | 2025-01-31 | |
| 2024-09-30 | $5,487 | 296 | Shares | Other | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||