Position in PUK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$557,755
+$249,120 QoQ
Shares Held
20,804
+91.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#98
of 282 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in PUK Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $151,988,094 across 10 Insurance - Life names. PUK ranks #10 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
382,340 | $44,829,364 | |
| 2 | MET |
Metlife Inc
|
470,745 | $39,829,734 | |
| 3 | UNM |
Unum Group
|
322,479 | $28,829,621 | |
| 4 | PRU |
Prudential Financial Inc
|
197,523 | $21,318,656 | |
| 5 | GL |
Globe Life Inc.
|
32,711 | $5,844,800 | |
| 6 | LNC |
Lincoln National Corp
|
141,353 | $4,996,828 | |
| 7 | MFC |
Manulife Financial Corp
|
73,240 | $2,966,951 | |
| 8 | PRI |
Primerica, Inc.
|
6,807 | $1,934,548 |
All Filings in PUK
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $557,755 | 20,804 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $308,635 | 10,856 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $263,461 | 8,466 | Shares | Defined | 2026-02-02 | |
| 2024-09-30 | $74,753 | 4,032 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,094,161 | 59,725 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $1,291,455 | 67,019 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $936,388 | 41,710 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $871,998 | 39,781 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $917,340 | 32,392 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $1,005,783 | 36,788 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $1,394,279 | 50,738 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $928,211 | 46,597 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $957,142 | 38,118 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $824,541 | 27,875 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $710,530 | 20,637 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $687,490 | 17,547 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $658,175 | 17,275 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $746,988 | 17,498 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $767,145 | 20,773 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $794,600 | 27,793 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $928,409 | 30,560 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $865,165 | 34,914 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||