Position in PUK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$19,303
+$8,870 QoQ
Shares Held
720
+96.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#191
of 278 holders
Holding Since
Dec 2024
7 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, 2026WPG Advisers, LLC holds $232,636 across 12 Insurance - Life names. PUK ranks #3 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNM |
Unum Group
|
1,301 | $116,309 | |
| 2 | MET |
Metlife Inc
|
595 | $50,342 | |
| 3 | PUK |
Prudential PLC
This page
|
720 | $19,303 | |
| 4 | LNC |
Lincoln National Corp
|
320 | $11,312 | |
| 5 | PRU |
Prudential Financial Inc
|
95 | $10,253 | |
| 6 | GL |
Globe Life Inc.
|
40 | $7,147 | |
| 7 | AFL |
Aflac Inc
|
39 | $4,572 | |
| 8 | PRI |
Primerica, Inc.
|
14 | $3,978 |
All Filings in PUK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,303 | 720 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $10,433 | 367 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $26,109 | 839 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $24,463 | 874 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $22,417 | 896 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $23,091 | 1,074 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $21,742 | 1,364 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||