Position in GL
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$5,708,057
+$590,720 QoQ
Shares Held
41,015
+12.1% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in GL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026CWM, LLC holds $23,849,778 across 17 Insurance - Life names. GL ranks #1 (23.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GL |
Globe Life Inc.
This page
|
41,015 | $5,708,057 | |
| 2 | PRU |
Prudential Financial Inc
|
37,400 | $3,653,606 | |
| 3 | AFL |
Aflac Inc
|
30,336 | $3,328,162 | |
| 4 | MET |
Metlife Inc
|
45,282 | $3,202,343 | |
| 5 | MFC |
Manulife Financial Corp
|
56,609 | $1,949,613 | |
| 6 | BHF |
Brighthouse Financial, Inc.
|
23,614 | $1,414,006 | |
| 7 | JXN |
Jackson Financial Inc.
|
13,111 | $1,386,094 | |
| 8 | UNM |
Unum Group
|
18,674 | $1,363,762 |
All Filings in GL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,708,057 | 41,015 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,117,337 | 36,589 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $6,254,222 | 43,745 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $4,875,275 | 39,225 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,989,385 | 22,695 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,915,467 | 17,176 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,895,894 | 17,901 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $591,099 | 7,184 | Shares | Sole | 2024-07-10 | |
| 2023-12-31 | $229,442 | 1,885 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $166,030 | 1,527 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $150,289 | 1,371 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $122,892 | 1,117 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $111,870 | 928 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $91,923 | 922 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $87,430 | 897 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $64,182 | 638 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $54,076 | 577 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $44,196 | 464 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $44,836 | 464 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $44,061 | 464 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $37,073 | 464 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $34,442 | 464 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $33,394 | 464 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||