Creative Planning

Position in GL — Globe Life Inc.

CIK 1540235 OVERLAND PARK, KS

Position in GL

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$14,867,426

+$6,048,502 QoQ

Shares Held

83,207

+31.3% QoQ

Ownership

0.108%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#88

of 697 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Creative Planning holds $154,007,713 across 15 Insurance - Life names. GL ranks #5 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	305,002	$35,761,483
2	MET	Metlife Inc	319,242	$27,011,065
3	MFC	Manulife Financial Corp	582,389	$23,592,577
4	UNM	Unum Group	204,086	$18,245,287
5	GL	Globe Life Inc. This page	83,207	$14,867,426
6	PRU	Prudential Financial Inc	115,560	$12,472,390
7	CNO	CNO Financial Group, Inc.	128,709	$6,561,584
8	PUK	Prudential PLC	209,476	$5,616,051

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,867,426	83,207	+31.3%	Shares	Defined	2026-08-13
2026-03-31	$8,818,924	63,368	+34.1%	Shares	Sole	2026-05-12
2025-12-31	$6,608,385	47,250	+7.7%	Shares	Sole	2026-02-17
2025-09-30	$6,272,950	43,876	+19.1%	Shares	Defined	2025-11-14
2025-06-30	$4,580,707	36,855	+0.3%	Shares	Defined	2025-08-08
2025-03-31	$4,841,236	36,754	+10.4%	Shares	Sole	2025-05-15
2024-12-31	$3,712,165	33,287	+2.5%	Shares	Defined	2025-02-14
2024-09-30	$3,439,638	32,477	+43.8%	Shares	Defined	2024-10-11
2024-06-30	$1,858,293	22,585	+8.5%	Shares	Defined	2024-08-15
2023-12-31	$2,532,871	20,809	+0.2%	Shares	Defined	2024-02-14
2023-09-30	$2,258,321	20,770	-0.3%	Shares	Defined	2023-11-16
2023-06-30	$2,282,726	20,824	-4.4%	Shares	Defined	2023-07-21
2023-03-31	$2,396,675	21,784	+5.7%	Shares	Sole	2023-05-15
2022-12-31	$2,484,535	20,610	+11.0%	Shares	Sole	2023-02-10
2022-09-30	$1,850,830	18,564	+0.6%	Shares	Sole	2022-11-03
2022-06-30	$1,798,418	18,451	+503.6%	Shares	Sole	2022-08-15
2022-03-31	$307,534	3,057	+0.1%	Shares	Sole	2022-05-16
2021-12-31	$286,127	3,053	-15.7%	Shares	Sole	2022-02-11
2021-09-30	$322,377	3,621	+19.7%	Shares	Sole	2021-11-10
2021-06-30	$288,226	3,026	+21.3%	Shares	Sole	2021-08-04
2021-03-31	$240,995	2,494	-17.3%	Shares	Sole	2021-04-30
2020-12-31	$286,399	3,016	-20.6%	Shares	Sole	2021-01-29
2020-09-30	$303,380	3,797	-6.1%	Shares	Sole	2020-11-05
2020-06-30	$300,186	4,044	-8.0%	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.