Position in PUK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,166,535
-$14,691,437 QoQ
Shares Held
304,608
-62.1% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#18
of 282 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in PUK Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026JPMORGAN CHASE & CO holds $1,475,397,595 across 17 Insurance - Life names. PUK ranks #10 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFC |
Manulife Financial Corp
|
10,938,262 | $443,108,986 | |
| 2 | MET |
Metlife Inc
|
4,101,029 | $346,988,055 | |
| 3 | AFL |
Aflac Inc
|
2,706,452 | $317,331,494 | |
| 4 | PRU |
Prudential Financial Inc
|
1,265,046 | $136,536,408 | |
| 5 | GL |
Globe Life Inc.
|
273,463 | $48,862,363 | |
| 6 | UNM |
Unum Group
|
514,225 | $45,971,711 | |
| 7 | JXN |
Jackson Financial Inc.
|
344,506 | $35,273,966 | |
| 8 | CNO |
CNO Financial Group, Inc.
|
680,052 | $34,669,046 |
All Filings in PUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,166,535 | 304,608 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $22,857,972 | 804,009 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $7,295,086 | 234,418 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $17,311,194 | 618,478 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $20,589,179 | 822,909 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $13,533,281 | 629,455 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $19,712,947 | 1,236,697 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $5,436,110 | 293,210 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $1,185,503 | 64,711 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $1,780,795 | 92,413 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $6,760,208 | 301,123 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $4,895,084 | 223,316 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $16,481,699 | 581,981 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $14,498,698 | 530,311 | Shares | Other | 2023-05-18 | |
| 2022-12-31 | $13,403,753 | 487,793 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $9,844,222 | 494,188 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $13,546,489 | 539,486 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $15,962,931 | 539,653 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $30,905,396 | 897,630 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $16,979,981 | 433,384 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $16,986,418 | 445,838 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $28,270,722 | 662,233 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $46,678,529 | 1,263,973 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $30,966,387 | 1,083,118 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $33,051,785 | 1,087,947 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $21,183,387 | 854,859 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||