Position in PUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,440,605
-$1,362,010 QoQ
Shares Held
202,932
-15.2% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#28
of 282 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in PUK Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $1,687,432,112 across 17 Insurance - Life names. PUK ranks #10 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
8,636,237 | $1,012,598,787 | |
| 2 | MFC |
Manulife Financial Corp
|
6,721,908 | $272,304,491 | |
| 3 | MET |
Metlife Inc
|
1,450,511 | $122,727,733 | |
| 4 | PRU |
Prudential Financial Inc
|
954,464 | $103,015,297 | |
| 5 | PRI |
Primerica, Inc.
|
261,568 | $74,337,623 | |
| 6 | LNC |
Lincoln National Corp
|
817,235 | $28,889,255 | |
| 7 | JXN |
Jackson Financial Inc.
|
265,380 | $27,172,255 | |
| 8 | GL |
Globe Life Inc.
|
121,201 | $21,656,192 |
All Filings in PUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,440,605 | 202,932 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $6,802,615 | 239,276 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $7,532,625 | 242,051 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $6,968,249 | 248,955 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $6,117,563 | 244,507 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,748,121 | 81,308 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,074,339 | 67,399 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,331,774 | 125,770 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $2,472,924 | 134,985 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,776,073 | 144,062 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $2,187,347 | 97,432 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $2,641,445 | 120,504 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,351,217 | 118,334 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $3,039,522 | 111,175 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,768,773 | 100,756 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,131,717 | 107,014 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $6,002,745 | 239,058 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $7,431,352 | 251,229 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $10,902,946 | 316,670 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $16,865,421 | 430,460 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $17,179,512 | 450,906 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $19,991,426 | 468,293 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $16,434,886 | 445,028 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $14,481,027 | 506,506 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $16,021,842 | 527,382 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $17,737,633 | 715,805 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||