Position in PUK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$93,942
-$10,225 QoQ
Shares Held
3,504
-4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#170
of 278 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PUK Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Rossby Financial, LCC holds $614,964 across 13 Insurance - Life names. PUK ranks #3 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFC |
Manulife Financial Corp
|
5,794 | $234,714 | |
| 2 | MET |
Metlife Inc
|
1,441 | $121,923 | |
| 3 | PUK |
Prudential PLC
This page
|
3,504 | $93,942 | |
| 4 | PRU |
Prudential Financial Inc
|
399 | $43,064 | |
| 5 | AFL |
Aflac Inc
|
366 | $42,913 | |
| 6 | UNM |
Unum Group
|
362 | $32,362 | |
| 7 | LNC |
Lincoln National Corp
|
430 | $15,200 | |
| 8 | PRI |
Primerica, Inc.
|
39 | $11,083 |
All Filings in PUK
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $93,942 | 3,504 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $104,167 | 3,664 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||