Position in GL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,969,052
+$400,244 QoQ
Shares Held
21,334
+16.2% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 43.55957626324177.ToString("F0")%
Shared 0.ToString("F0")%
None 56.44042373675823.ToString("F0")%
Common Shares in GL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $180,669,781 across 13 Insurance - Life names. GL ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
1,216,270 | $133,436,981 | |
| 2 | UNM |
Unum Group
|
255,634 | $18,668,951 | |
| 3 | MET |
Metlife Inc
|
184,901 | $13,076,198 | |
| 4 | PRU |
Prudential Financial Inc
|
45,621 | $4,456,715 | |
| 5 | LNC |
Lincoln National Corp
|
101,155 | $3,591,002 | |
| 6 | GL |
Globe Life Inc.
This page
|
21,334 | $2,969,052 | |
| 7 | MFC |
Manulife Financial Corp
|
58,891 | $2,028,206 | |
| 8 | PRI |
Primerica, Inc.
|
3,692 | $924,772 |
All Filings in GL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,969,052 | 21,334 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,568,808 | 18,367 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,242,198 | 15,683 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,859,502 | 14,961 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,568,785 | 11,910 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,321,065 | 11,846 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,488,670 | 14,056 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $14,335,726 | 174,231 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $22,263,196 | 182,905 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $19,929,665 | 183,295 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $20,060,569 | 183,001 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,042,741 | 18,567 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,066,106 | 17,139 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,339,469 | 13,435 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $1,739,936 | 17,851 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $1,455,883 | 14,472 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,027,733 | 10,966 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $943,718 | 10,600 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $991,171 | 10,406 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $998,091 | 10,329 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $748,189 | 7,879 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $661,492 | 8,279 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $243,474 | 3,280 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $261,826 | 3,638 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||