Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionTruvestments Capital Llc
Latest Disclosed Ownership1,062 shares
Latest Disclosed Value $ 103,757
Truvestments Capital Llc reports 23.78% increase in ownership of PRU / Prudential Financial, Inc.

On May 13, 2026 - Truvestments Capital Llc filed a 13F-HR form disclosing ownership of 1,062 shares of Prudential Financial, Inc. (MX:PRU) valued at $103,757 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 858 shares of Prudential Financial, Inc.. This represents a change in shares of 23.78% 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)
2026-05-13 2026-03-31 13F PRUDENTIAL FINL COM 744320102 1,062 204 23.78 104 7.29 0.0187
2026-02-13 2025-12-31 13F PRUDENTIAL FINL COM 744320102 858 1 0.12 97 9.09 0.0176
2025-11-14 2025-09-30 13F PRUDENTIAL FINL COM 744320102 857 -275 -24.29 89 -27.27 0.0161
2025-08-13 2025-06-30 13F PRUDENTIAL FINL COM 744320102 1,132 -182 -13.85 122 -17.12 0.0243
2025-05-14 2025-03-31 13F PRUDENTIAL FINL COM 744320102 1,314 184 16.28 147 9.77 0.0319
2025-02-10 2024-12-31 13F PRUDENTIAL FINL COM 744320102 1,130 236 26.40 134 23.15 0.0345
2024-11-13 2024-09-30 13F PRUDENTIAL FINL COM 744320102 894 894 108 0.0290
2024-08-14 2024-06-30 13F PRUDENTIAL FINL COM 744320102 0 -309 -100.00 0 -100.00
2024-05-14 2024-03-31 13F PRUDENTIAL FINL COM 744320102 309 -534 -63.35 36 -58.62 0.0140
2024-02-14 2023-12-31 13F PRUDENTIAL FINL COM 744320102 843 317 60.27 87 77.55 0.0395
2023-11-13 2023-09-30 13F PRUDENTIAL FINL COM 744320102 526 -100 -15.97 50 -10.91 0.0260
2023-08-10 2023-06-30 13F PRUDENTIAL FINL COM 744320102 626 -38 -5.72 55 1.85 0.0275
2023-05-12 2023-03-31 13F PRUDENTIAL FINL COM 744320102 664 -11 -1.63 55 -19.40 0.0293
2023-02-14 2022-12-31 13F PRUDENTIAL FINL COM 744320102 675 -327 -32.63 67 -22.09 0.0379
2022-11-15 2022-09-30 13F PRUDENTIAL FINL COM 744320102 1,002 4 0.40 86 -10.42 0.0542
2022-08-09 2022-06-30 13F PRUDENTIAL FINL COM 744320102 998 998 96 0.0562
2022-05-02 2022-03-31 13F PRUDENTIAL FINL COM 744320102 0 -1,047 -100.00 0 -100.00
2022-02-14 2021-12-31 13F PRUDENTIAL FINL COM 744320102 1,047 280 36.51 113 39.51 0.0567
2021-10-29 2021-09-30 13F PRUDENTIAL FINL COM 744320102 767 3 0.39 81 3.85 0.0447
2021-08-12 2021-06-30 13F PRUDENTIAL FINL COM 744320102 764 -12 -1.55 78 9.86 0.0428
2021-05-18 2021-03-31 13F PRUDENTIAL FINANCIAL INC COM COM 744320102 776 -4 -0.51 71 16.39 0.0401
2021-02-17 2020-12-31 13F PRUDENTIAL FINANCIAL INC COM COM 744320102 780 747 2,263.64 61 2,950.00 0.0423
2020-11-13 2020-09-30 13F PRUDENTIAL FINANCIAL INC COM COM 744320102 33 -9,482 -99.65 2 -99.65 0.0018
2020-08-06 2020-06-30 13F PRUDENTIAL FINANCIAL INC COM COM 744320102 9,515 215 2.31 579 19.63 0.5901
2020-05-07 2020-03-31 13F PRUDENTIAL FINANCIAL INC COM COM 744320102 9,300 -955 -9.31 484 -49.64 0.6150
2020-01-29 2019-12-31 13F PRUDENTIAL FINL COM 744320102 10,255 -1,195 -10.44 961 -6.70 0.6654
2019-10-10 2019-09-30 13F PRUDENTIAL FINL COM 744320102 11,450 2,587 29.19 1,030 15.08 0.6707
2019-07-15 2019-06-30 13F PRUDENTIAL FINL COM 744320102 8,863 2,085 30.76 895 43.66 0.6022
2019-04-12 2019-03-31 13F PRUDENTIAL FINL COM 744320102 6,778 -348 -4.88 623 -13.71 0.4782
2018-10-22 2018-09-30 13F PRUDENTIAL FINL COM 744320102 7,126 1,350 23.37 722 33.70 0.3472
2018-08-28 2018-06-30 13F PRUDENTIAL FINL COM 744320102 5,776 5,776 540 0.3390
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.