Position in PUK
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$1,549,323
-$541,817 QoQ
Shares Held
57,789
-21.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#56
of 282 holders
Holding Since
Mar 2021
15 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in PUK Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $96,141,973 across 14 Insurance - Life names. PUK ranks #11 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
223,691 | $26,227,769 | |
| 2 | UNM |
Unum Group
|
163,483 | $14,615,380 | |
| 3 | PRU |
Prudential Financial Inc
|
119,620 | $12,910,586 | |
| 4 | GL |
Globe Life Inc.
|
67,266 | $12,019,088 | |
| 5 | MET |
Metlife Inc
|
137,417 | $11,626,852 | |
| 6 | CNO |
CNO Financial Group, Inc.
|
134,749 | $6,869,504 | |
| 7 | MFC |
Manulife Financial Corp
|
56,923 | $2,305,950 | |
| 8 | JXN |
Jackson Financial Inc.
|
20,890 | $2,138,927 |
All Filings in PUK
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,549,323 | 57,789 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $2,091,140 | 73,554 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,603,333 | 51,521 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $795,839 | 28,433 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $208,399 | 9,693 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $260,097 | 14,029 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $306,914 | 16,753 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $262,283 | 13,611 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $207,123 | 9,226 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $245,328 | 11,192 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $450,401 | 15,904 | Shares | Sole | 2023-08-14 | |
| 2022-03-31 | $238,769 | 8,072 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $226,377 | 6,575 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $212,629 | 5,427 | Shares | Sole | 2021-11-10 | |
| 2021-03-31 | $202,350 | 4,740 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||