Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionMercer Global Advisors Inc /adv
Latest Disclosed Ownership87,534 shares
Latest Disclosed Value $ 8,551,195
Mercer Global Advisors Inc /adv reports 42.35% increase in ownership of PRU / Prudential Financial, Inc.

On May 15, 2026 - Mercer Global Advisors Inc /adv filed a 13F-HR form disclosing ownership of 87,534 shares of Prudential Financial, Inc. (MX:PRU) valued at $8,551,195 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 61,492 shares of Prudential Financial, Inc.. This represents a change in shares of 42.35% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F PRUDENTIAL FINL COM 744320102 87,534 26,042 42.35 8,551 23.20 0.0127
2026-02-17 2025-12-31 13F PRUDENTIAL FINL COM 744320102 61,492 8,701 16.48 6,941 26.75 0.0106
2025-11-14 2025-09-30 13F PRUDENTIAL FINL COM 744320102 52,791 -3,656 -6.48 5,477 -9.70 0.0091
2025-08-14 2025-06-30 13F PRUDENTIAL FINL COM 744320102 56,447 -510 -0.90 6,065 -4.65 0.0124
2025-05-15 2025-03-31 13F PRUDENTIAL FINL COM 744320102 56,957 -1,671 -2.85 6,361 -8.48 0.0146
2025-02-14 2024-12-31 13F PRUDENTIAL FINL COM 744320102 58,628 -1,610 -2.67 6,949 -3.35 0.0170
2024-11-14 2024-09-30 13F PRUDENTIAL FINL COM 744320102 60,238 26,164 76.79 7,190 80.07 0.0168
2024-08-12 2024-06-30 13F PRUDENTIAL FINL COM 744320102 34,074 291 0.86 3,993 133,000.00 0.0109
2024-05-15 2024-03-31 13F PRUDENTIAL FINL COM 744320102 33,783 5,875 21.05 4 50.00 0.0113
2024-02-15 2023-12-31 13F PRUDENTIAL FINL COM 744320102 27,908 -316 -1.12 3 0.00 0.0087
2023-11-15 2023-09-30 13F/A-1 PRUDENTIAL FINL COM 744320102 28,224 -1,881 -6.25 3 0.00 0.0102
2023-11-14 2023-09-30 13F PRUDENTIAL FINL COM 744320102 28,224 -1,881 3 0.0102
2023-08-14 2023-06-30 13F PRUDENTIAL FINL COM 744320102 30,105 -7,225 -19.35 3 -33.33 0.0105
2023-05-16 2023-03-31 13F PRUDENTIAL FINL COM 744320102 37,330 -31,052 -45.41 3 -50.00 0.0140
2023-02-09 2022-12-31 13F PRUDENTIAL FINL COM 744320102 68,382 -522 -0.76 7 -99.90 0.0341
2022-11-15 2022-09-30 13F PRUDENTIAL FINL COM 744320102 68,904 8,341 13.77 5,911 2.02 0.0351
2022-08-10 2022-06-30 13F PRUDENTIAL FINL COM 744320102 60,563 15,892 35.58 5,794 9.76 0.0355
2022-05-10 2022-03-31 13F PRUDENTIAL FINL COM 744320102 44,671 25,774 136.39 5,279 158.14 0.0311
2022-02-04 2021-12-31 13F PRUDENTIAL FINL COM 744320102 18,897 -2,942 -13.47 2,045 -10.97 0.0126
2021-11-10 2021-09-30 13F PRUDENTIAL FINL COM 744320102 21,839 170 0.78 2,297 3.47 0.0160
2021-08-10 2021-06-30 13F PRUDENTIAL FINL COM 744320102 21,669 2,722 14.37 2,220 28.62 0.0171
2021-08-10 2021-03-31 13F/A-1 PRUDENTIAL FINL COM 744320102 18,947 5,426 40.13 1,726 63.45 0.0157
2021-05-11 2021-03-31 13F PRUDENTIAL FINL COM 744320102 18,819 5,298 1,714 0.0164
2021-02-12 2020-12-31 13F PRUDENTIAL FINL COM 744320102 13,521 990 7.90 1,056 32.66 0.0132
2020-12-10 2020-09-30 13F PRUDENTIAL FINL COM 744320102 12,531 502 4.17 796 8.59 0.0120
2020-08-10 2020-06-30 13F PRUDENTIAL FINL COM 744320102 12,029 -10,939 -47.63 733 -38.81 0.0133
2020-05-18 2020-03-31 13F PRUDENTIAL FINL COM 744320102 22,968 12,095 111.24 1,198 17.57 0.0264
2020-02-13 2019-12-31 13F PRUDENTIAL FINL INC COM COM 744320102 10,873 830 8.26 1,019 12.85 0.0203
2019-11-12 2019-09-30 13F PRUDENTIAL FINL INC COM COM 744320102 10,043 383 3.96 903 -7.48 0.0212
2019-08-14 2019-06-30 13F PRUDENTIAL FINL INC COM COM 744320102 9,660 2,006 26.21 976 38.83 0.0259
2019-04-23 2019-03-31 13F/A-1 PRUDENTIAL FINL INC COM COM 744320102 7,654 7,654 703 0.0253
2019-04-12 2019-03-31 13F PRUDENTIAL FINL INC COM COM 744320102 7,797 636 0.0339
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.