Position in GL
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$8,818,924
+$2,210,539 QoQ
Shares Held
63,368
+34.1% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0.37558389092286326.ToString("F0")%
Shared 0.ToString("F0")%
None 99.62441610907715.ToString("F0")%
Common Shares in GL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026Creative Planning holds $114,177,942 across 15 Insurance - Life names. GL ranks #6 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
260,338 | $28,561,681 | |
| 2 | MET |
Metlife Inc
|
255,422 | $18,063,443 | |
| 3 | MFC |
Manulife Financial Corp
|
513,474 | $17,684,044 | |
| 4 | UNM |
Unum Group
|
154,340 | $11,271,450 | |
| 5 | PRU |
Prudential Financial Inc
|
103,522 | $10,113,063 | |
| 6 | GL |
Globe Life Inc.
This page
|
63,368 | $8,818,924 | |
| 7 | PUK |
Prudential PLC
|
257,056 | $7,308,102 | |
| 8 | CNO |
CNO Financial Group, Inc.
|
116,771 | $4,794,617 |
All Filings in GL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,818,924 | 63,368 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,608,385 | 47,250 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,272,950 | 43,876 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,580,707 | 36,855 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $4,841,236 | 36,754 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,712,165 | 33,287 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,439,638 | 32,477 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,858,293 | 22,585 | Shares | Defined | 2024-08-15 | |
| 2023-12-31 | $2,532,871 | 20,809 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,258,321 | 20,770 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $2,282,726 | 20,824 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $2,396,675 | 21,784 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,484,535 | 20,610 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,850,830 | 18,564 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,798,418 | 18,451 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $307,534 | 3,057 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $286,127 | 3,053 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $322,377 | 3,621 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $288,226 | 3,026 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $240,995 | 2,494 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $286,399 | 3,016 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $303,380 | 3,797 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $300,186 | 4,044 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $316,236 | 4,394 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||