Position in PUK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,010,186
+$264,272 QoQ
Shares Held
74,979
+22.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#52
of 278 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in PUK Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Ethic Inc. holds $45,541,118 across 13 Insurance - Life names. PUK ranks #6 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
147,498 | $17,294,140 | |
| 2 | MET |
Metlife Inc
|
120,569 | $10,201,343 | |
| 3 | PRU |
Prudential Financial Inc
|
63,721 | $6,877,407 | |
| 4 | UNM |
Unum Group
|
33,575 | $3,001,605 | |
| 5 | GL |
Globe Life Inc.
|
14,988 | $2,678,055 | |
| 6 | PUK |
Prudential PLC
This page
|
74,979 | $2,010,186 | |
| 7 | PRI |
Primerica, Inc.
|
2,983 | $847,768 | |
| 8 | MFC |
Manulife Financial Corp
|
18,990 | $769,284 |
All Filings in PUK
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,010,186 | 74,979 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,745,914 | 61,411 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,701,766 | 54,684 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,167,966 | 41,728 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $909,677 | 36,358 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $872,792 | 40,595 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $727,740 | 45,655 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,387,719 | 74,850 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,480,054 | 80,789 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,442,359 | 74,850 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,915,905 | 85,341 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,254,503 | 57,231 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,528,996 | 53,990 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,673,454 | 61,209 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,688,398 | 61,441 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $942,196 | 47,299 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,165,731 | 46,425 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,041,511 | 35,210 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $552,911 | 16,059 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $471,727 | 12,040 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $314,934 | 8,266 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $249,437 | 5,843 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $216,114 | 5,852 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||