CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in PUK — Prudential PLC
CIK 884546
SAN FRANCISCO, CA
Position in PUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,869,620
-$795,821 QoQ
Shares Held
218,934
-6.6% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#24
of 282 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PUK Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $1,631,538,699 across 16 Insurance - Life names. PUK ranks #13 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
3,146,482 | $368,925,014 | |
| 2 | MET |
Metlife Inc
|
3,882,369 | $328,487,240 | |
| 3 | PRU |
Prudential Financial Inc
|
2,496,215 | $269,416,484 | |
| 4 | GL |
Globe Life Inc.
|
734,319 | $131,208,118 | |
| 5 | JXN |
Jackson Financial Inc.
|
1,018,101 | $104,243,361 | |
| 6 | UNM |
Unum Group
|
1,132,607 | $101,255,065 | |
| 7 | PRI |
Primerica, Inc.
|
320,724 | $91,149,760 | |
| 8 | LNC |
Lincoln National Corp
|
2,193,476 | $77,539,376 |
All Filings in PUK
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,869,620 | 218,934 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,665,441 | 234,451 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $6,555,023 | 210,637 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,127,740 | 183,199 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,690,224 | 147,491 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,201,535 | 102,397 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,481,112 | 92,918 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,058,763 | 57,107 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,001,224 | 54,652 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $717,653 | 37,242 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $761,346 | 33,913 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $345,042 | 15,741 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $493,645 | 17,431 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $204,913 | 7,495 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||