Position in GL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$576,421
+$127,042 QoQ
Shares Held
3,226
-0.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#371
of 693 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 48%
Shared 0%
None 52%
Common Shares in GL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $13,181,348 across 10 Insurance - Life names. GL ranks #6 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
59,662 | $6,995,369 | |
| 2 | MET |
Metlife Inc
|
18,746 | $1,586,099 | |
| 3 | PRU |
Prudential Financial Inc
|
10,754 | $1,160,679 | |
| 4 | UNM |
Unum Group
|
12,808 | $1,145,035 | |
| 5 | PRI |
Primerica, Inc.
|
2,294 | $651,954 | |
| 6 | GL |
Globe Life Inc.
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|
3,226 | $576,421 | |
| 7 | LNC |
Lincoln National Corp
|
11,068 | $391,253 | |
| 8 | BHF |
Brighthouse Financial, Inc.
|
4,462 | $282,444 |
All Filings in GL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $576,421 | 3,226 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $449,379 | 3,229 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $465,593 | 3,329 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $589,465 | 4,123 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $404,439 | 3,254 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $425,323 | 3,229 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $371,138 | 3,328 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $350,032 | 3,305 | Shares | Sole | 2024-11-18 | |
| No filing history on record for this holder in this stock. | ||||||