Position in PUK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$809,715
+$94,559 QoQ
Shares Held
30,202
+20.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#78
of 278 holders
Holding Since
Sep 2024
8 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, 2026NewEdge Wealth, LLC holds $10,570,848 across 10 Insurance - Life names. PUK ranks #5 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRI |
Primerica, Inc.
|
15,343 | $4,360,480 | |
| 2 | JXN |
Jackson Financial Inc.
|
12,935 | $1,324,414 | |
| 3 | GL |
Globe Life Inc.
|
5,256 | $939,142 | |
| 4 | MFC |
Manulife Financial Corp
|
21,893 | $886,885 | |
| 5 | PUK |
Prudential PLC
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|
30,202 | $809,715 | |
| 6 | CNO |
CNO Financial Group, Inc.
|
15,621 | $796,358 | |
| 7 | AFL |
Aflac Inc
|
4,039 | $473,572 | |
| 8 | UNM |
Unum Group
|
4,864 | $434,841 |
All Filings in PUK
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $809,715 | 30,202 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $715,156 | 25,155 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $887,666 | 28,524 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $700,001 | 25,009 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $560,523 | 22,403 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $595,507 | 27,698 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $404,636 | 25,385 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $234,605 | 12,654 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||