Position in PUK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,484,936
+$262,236 QoQ
Shares Held
241,885
+10.5% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#22
of 278 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 96%
Shared 0%
None 3%
Common Shares in PUK Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Pathstone Holdings, LLC holds $60,048,855 across 13 Insurance - Life names. PUK ranks #4 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
108,633 | $12,737,219 | |
| 2 | PRU |
Prudential Financial Inc
|
90,153 | $9,730,212 | |
| 3 | MET |
Metlife Inc
|
112,338 | $9,504,916 | |
| 4 | PUK |
Prudential PLC
This page
|
241,885 | $6,484,936 | |
| 5 | UNM |
Unum Group
|
62,605 | $5,596,886 | |
| 6 | GL |
Globe Life Inc.
|
25,630 | $4,579,567 | |
| 7 | MFC |
Manulife Financial Corp
|
78,827 | $3,193,280 | |
| 8 | PRI |
Primerica, Inc.
|
11,092 | $3,152,346 |
All Filings in PUK
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,484,936 | 241,885 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $6,222,700 | 218,878 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $7,798,609 | 250,598 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $6,713,988 | 239,871 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $6,461,013 | 258,234 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $8,519,267 | 396,245 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $6,093,574 | 382,282 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $7,894,776 | 425,824 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $7,764,547 | 423,829 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $6,934,655 | 359,868 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,065,023 | 270,157 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||