Position in PUK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$893,148
-$301,253 QoQ
Shares Held
33,314
-20.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#72
of 278 holders
Holding Since
Mar 2021
7 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, 2026RITHOLTZ WEALTH MANAGEMENT holds $23,364,461 across 10 Insurance - Life names. PUK ranks #7 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFC |
Manulife Financial Corp
|
193,757 | $7,849,096 | |
| 2 | PRI |
Primerica, Inc.
|
13,499 | $3,836,415 | |
| 3 | AFL |
Aflac Inc
|
26,715 | $3,132,333 | |
| 4 | UNM |
Unum Group
|
35,011 | $3,129,983 | |
| 5 | MET |
Metlife Inc
|
17,102 | $1,447,000 | |
| 6 | JXN |
Jackson Financial Inc.
|
13,866 | $1,419,739 | |
| 7 | PUK |
Prudential PLC
This page
|
33,314 | $893,148 | |
| 8 | PRU |
Prudential Financial Inc
|
7,228 | $780,118 |
All Filings in PUK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $893,148 | 33,314 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,194,401 | 42,012 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,068,754 | 34,343 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $559,772 | 19,999 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $226,255 | 9,043 | Shares | Sole | 2025-07-28 | |
| 2024-06-30 | $189,593 | 10,349 | Shares | Sole | 2024-08-01 | |
| 2021-03-31 | $234,581 | 5,495 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||