Position in GL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,011,150
+$221,917 QoQ
Shares Held
5,659
-0.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#295
of 693 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Summit Asset Management, LLC holds $1,011,150 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
|
5,659 | $1,011,150 |
All Filings in GL
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,011,150 | 5,659 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $789,233 | 5,671 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $792,866 | 5,669 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $815,214 | 5,702 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $747,480 | 6,014 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $791,768 | 6,011 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $699,118 | 6,269 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $664,267 | 6,272 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $515,813 | 6,269 | Shares | Sole | 2024-08-05 | |
| 2023-12-31 | $762,454 | 6,264 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $680,867 | 6,262 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $686,111 | 6,259 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $688,395 | 6,257 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $833,000 | 6,910 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $680,053 | 6,821 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $664,647 | 6,819 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $685,689 | 6,816 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $638,608 | 6,814 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $616,621 | 6,926 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $659,511 | 6,924 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $668,872 | 6,922 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $657,123 | 6,920 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $552,668 | 6,917 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $513,300 | 6,915 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $497,528 | 6,913 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||