Position in PUK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$641,482
+$118,683 QoQ
Shares Held
23,927
+30.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#88
of 278 holders
Holding Since
Jun 2022
15 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in PUK Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Naviter Wealth, LLC holds $843,747 across 2 Insurance - Life names. PUK ranks #1 (76.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PUK |
Prudential PLC
This page
|
23,927 | $641,482 | |
| 2 | GL |
Globe Life Inc.
|
1,132 | $202,265 |
All Filings in PUK
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $641,482 | 23,927 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $522,799 | 18,389 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $510,959 | 16,419 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $501,328 | 17,911 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $421,787 | 16,858 | Shares | Sole | 2025-07-28 | |
| 2024-09-30 | $630,137 | 33,988 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $642,958 | 35,096 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $586,944 | 30,459 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $451,783 | 20,124 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $432,678 | 19,739 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $495,090 | 17,482 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $415,048 | 15,181 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $405,632 | 14,761 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $265,772 | 13,342 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $308,878 | 12,301 | Shares | Sole | 2022-07-18 | |
| No filing history on record for this holder in this stock. | ||||||