Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionNaples Global Advisors, Llc
Latest Disclosed Ownership17,562 shares
Latest Disclosed Value $ 1,715,673
Naples Global Advisors, Llc reports 6.45% increase in ownership of PRU / Prudential Financial, Inc.

On April 20, 2026 - Naples Global Advisors, Llc filed a 13F-HR form disclosing ownership of 17,562 shares of Prudential Financial, Inc. (MX:PRU) valued at $1,715,673 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 16,498 shares of Prudential Financial, Inc.. This represents a change in shares of 6.45% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-20 2026-03-31 13F PRUDENTIAL FINL COM 744320102 17,562 1,064 6.45 1,716 -7.89 0.1252
2026-02-04 2025-12-31 13F PRUDENTIAL FINL COM 744320102 16,498 -90 -0.54 1,862 8.26 0.1392
2025-10-30 2025-09-30 13F PRUDENTIAL FINL COM 744320102 16,588 874 5.56 1,721 1.90 0.1340
2025-07-18 2025-06-30 13F PRUDENTIAL FINL COM 744320102 15,714 -505 -3.11 1,688 -6.79 0.1453
2025-04-10 2025-03-31 13F PRUDENTIAL FINL COM 744320102 16,219 -370 -2.23 1,811 -7.88 0.1721
2025-01-29 2024-12-31 13F PRUDENTIAL FINL COM 744320102 16,589 -365 -2.15 1,966 -4.24 0.1839
2024-10-24 2024-09-30 13F PRUDENTIAL FINL COM 744320102 16,954 -64 -0.38 2,053 2.96 0.1909
2024-07-18 2024-06-30 13F PRUDENTIAL FINL COM 744320102 17,018 0 0.00 1,994 -0.15 0.2001
2024-04-29 2024-03-31 13F PRUDENTIAL FINL COM 744320102 17,018 390 2.35 1,998 15.84 0.2045
2024-01-11 2023-12-31 13F PRUDENTIAL FINL COM 744320102 16,628 555 3.45 1,725 13.05 0.1896
2023-10-16 2023-09-30 13F PRUDENTIAL FINL COM 744320102 16,073 -260 -1.59 1,525 5.90 0.1848
2023-07-17 2023-06-30 13F PRUDENTIAL FINL COM 744320102 16,333 3,175 24.13 1,441 32.35 0.1690
2023-04-17 2023-03-31 13F PRUDENTIAL FINL COM 744320102 13,158 66 0.50 1,089 -16.44 0.1357
2023-04-17 2022-12-31 13F/A-1 PRUDENTIAL FINL COM 744320102 13,092 -610 -4.45 1,302 10.81 0.1655
2023-01-20 2022-12-31 13F PRUDENTIAL FINL COM 744320102 13,092 -610 1,302 0.0002
2022-10-20 2022-09-30 13F PRUDENTIAL FINL COM 744320102 13,702 415 3.12 1,175 -7.55 0.1617
2022-08-11 2022-06-30 13F PRUDENTIAL FINL COM 744320102 13,287 -672 -4.81 1,271 -22.97 0.1649
2022-04-28 2022-03-31 13F PRUDENTIAL FINL COM 744320102 13,959 15 0.11 1,650 9.34 0.1905
2022-02-04 2021-12-31 13F PRUDENTIAL FINL COM 744320102 13,944 -115 -0.82 1,509 2.03 0.1749
2021-10-29 2021-09-30 13F/A-1 PRUDENTIAL FINL COM 744320102 14,059 360 2.63 1,479 5.34 0.1942
2021-10-25 2021-09-30 13F PRUDENTIAL FINL COM 744320102 14,059 360 1,479 0.1933
2021-08-06 2021-06-30 13F PRUDENTIAL FINL COM 744320102 13,699 -565 -3.96 1,404 8.08 0.1952
2021-05-10 2021-03-31 13F PRUDENTIAL FINL COM 744320102 14,264 0 0.00 1,299 16.61 0.1974
2021-02-08 2020-12-31 13F PRUDENTIAL FINL COM 744320102 14,264 3 0.02 1,114 22.96 0.1884
2020-10-26 2020-09-30 13F PRUDENTIAL FINL COM 744320102 14,261 440 3.18 906 7.60 0.1766
2020-08-04 2020-06-30 13F PRUDENTIAL FINL COM 744320102 13,821 1,470 11.90 842 30.75 0.1814
2020-04-27 2020-03-31 13F PRUDENTIAL FINL COM 744320102 12,351 2,905 30.75 644 -27.23 0.1688
2020-02-05 2019-12-31 13F Prudential Finl COM 744320102 9,446 727 8.34 885 12.88 0.1858
2019-10-28 2019-09-30 13F Prudential Finl COM 744320102 8,719 1,355 18.40 784 5.38 0.1831
2019-07-10 2019-06-30 13F Prudential Finl COM 744320102 7,364 490 7.13 744 17.72 0.1810
2019-04-29 2019-03-31 13F Prudential Finl COM 744320102 6,874 1,244 22.10 632 28.46 0.1616
2019-02-01 2018-12-31 13F Prudential Finl COM 744320102 5,630 1,786 46.46 492 26.48 0.1400
2018-11-13 2018-09-30 13F/A-1 Prudential Finl COM 744320102 3,844 3,844 389 0.1032
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.