Position in PUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,645,071
+$4,658,674 QoQ
Shares Held
322,457
+130.0% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#16
of 282 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, 2026RAYMOND JAMES FINANCIAL INC holds $583,227,289 across 13 Insurance - Life names. PUK ranks #11 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
1,455,748 | $170,686,451 | |
| 2 | GL |
Globe Life Inc.
|
576,832 | $103,068,340 | |
| 3 | MET |
Metlife Inc
|
1,164,639 | $98,540,102 | |
| 4 | PRU |
Prudential Financial Inc
|
630,886 | $68,091,524 | |
| 5 | PRI |
Primerica, Inc.
|
121,942 | $34,655,916 | |
| 6 | MFC |
Manulife Financial Corp
|
665,538 | $26,960,942 | |
| 7 | JXN |
Jackson Financial Inc.
|
248,377 | $25,431,320 | |
| 8 | UNM |
Unum Group
|
228,137 | $20,395,447 |
All Filings in PUK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,645,071 | 322,457 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $3,986,397 | 140,218 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $5,312,027 | 170,695 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $4,957,672 | 177,123 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,805,366 | 112,125 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,325,719 | 108,173 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,355,122 | 85,014 | Shares | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||