Position in GL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,081,014
+$239,036 QoQ
Shares Held
6,050
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#285
of 693 holders
Holding Since
Mar 2020
25 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, 2026MONTGOMERY INVESTMENT MANAGEMENT INC holds $1,081,014 across 1 Insurance - Life name. GL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GL |
Globe Life Inc.
This page
|
6,050 | $1,081,014 |
All Filings in GL
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,081,014 | 6,050 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $841,978 | 6,050 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $846,153 | 6,050 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $864,968 | 6,050 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $751,954 | 6,050 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $796,906 | 6,050 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $674,696 | 6,050 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $640,755 | 6,050 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $497,794 | 6,050 | Shares | Sole | 2024-07-12 | |
| 2023-12-31 | $766,836 | 6,300 | Shares | Defined | 2024-01-29 | |
| 2023-09-30 | $684,999 | 6,300 | Shares | Defined | 2023-10-27 | |
| 2023-06-30 | $712,530 | 6,500 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $737,134 | 6,700 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $807,685 | 6,700 | Shares | Defined | 2023-01-31 | |
| 2022-09-30 | $667,990 | 6,700 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $653,049 | 6,700 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $704,200 | 7,000 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $684,156 | 7,300 | Shares | Defined | 2022-01-25 | |
| 2021-09-30 | $649,919 | 7,300 | Shares | Defined | 2021-11-03 | |
| 2021-06-30 | $723,900 | 7,600 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $744,051 | 7,700 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $759,680 | 8,000 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $639,200 | 8,000 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $593,840 | 8,000 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $575,760 | 8,000 | Shares | Defined | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||