Position in PUK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$71,145,909
-$9,200,139 QoQ
Shares Held
2,653,708
-6.1% QoQ
Ownership
0.216%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#5
of 282 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 72%
Shared 16%
None 12%
Common Shares in PUK Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $4,399,325,666 across 18 Insurance - Life names. PUK ranks #13 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
7,190,673 | $608,402,839 | |
| 2 | AFL |
Aflac Inc
|
4,586,923 | $537,816,720 | |
| 3 | GL |
Globe Life Inc.
|
2,393,372 | $427,647,705 | |
| 4 | PRU |
Prudential Financial Inc
|
3,909,820 | $421,986,871 | |
| 5 | JXN |
Jackson Financial Inc.
|
4,117,157 | $421,555,704 | |
| 6 | UNM |
Unum Group
|
4,137,367 | $369,880,609 | |
| 7 | MFC |
Manulife Financial Corp
|
8,317,286 | $336,933,254 | |
| 8 | LNC |
Lincoln National Corp
|
8,571,956 | $303,018,642 |
All Filings in PUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,145,909 | 2,653,708 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $80,346,048 | 2,826,101 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $80,466,514 | 2,585,685 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $44,160,492 | 1,577,724 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $32,283,404 | 1,290,304 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $19,754,457 | 918,812 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $14,198,775 | 890,764 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $16,682,048 | 899,787 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $18,201,375 | 993,525 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $19,365,385 | 1,004,950 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $20,501,787 | 913,220 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $17,191,218 | 784,271 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $18,112,789 | 639,576 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $19,623,009 | 717,740 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $23,428,044 | 852,549 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $14,637,752 | 734,827 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $20,737,896 | 825,882 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $24,576,631 | 830,853 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $28,590,293 | 830,389 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $32,709,618 | 834,855 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $31,751,004 | 833,360 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $35,226,932 | 825,180 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $31,930,903 | 864,633 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $23,493,467 | 821,736 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $24,272,708 | 798,971 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $18,187,366 | 733,954 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||