Position in GL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$419,898
+$89,370 QoQ
Shares Held
2,350
-1.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#420
of 693 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Welch & Forbes LLC holds $38,279,752 across 5 Insurance - Life names. GL ranks #2 (1.1% of the industry book) .
All Filings in GL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $419,898 | 2,350 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $330,528 | 2,375 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $332,167 | 2,375 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $339,553 | 2,375 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $295,188 | 2,375 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $312,835 | 2,375 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $264,860 | 2,375 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $251,536 | 2,375 | Shares | Sole | 2024-11-04 | |
| 2023-12-31 | $289,085 | 2,375 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $258,233 | 2,375 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $260,347 | 2,375 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $272,299 | 2,475 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $298,361 | 2,475 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $289,130 | 2,900 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $282,663 | 2,900 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $248,985 | 2,475 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $231,957 | 2,475 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $329,411 | 3,700 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $288,131 | 3,025 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $292,305 | 3,025 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $287,254 | 3,025 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $241,697 | 3,025 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $224,545 | 3,025 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $217,709 | 3,025 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||