EP Wealth Advisors, LLC

Position in GL — Globe Life Inc.

CIK 1540569 TORRANCE, CA

Position in GL

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$410,427

-$11,397 QoQ

Shares Held

2,297

-24.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#425

of 693 holders

Holding Since

Mar 2022

12 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Financial Services · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $10,338,507 across 11 Insurance - Life names. GL ranks #10 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	23,428	$2,746,933
2	MET	Metlife Inc	21,942	$1,856,512
3	PRU	Prudential Financial Inc	10,129	$1,093,222
4	MFC	Manulife Financial Corp	20,267	$821,016
5	UNM	Unum Group	8,606	$769,376
6	JXN	Jackson Financial Inc.	6,974	$714,067
7	CNO	CNO Financial Group, Inc.	12,406	$632,457
8	SNFCA	Security National Financial Corp	67,087	$619,115

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$410,427	2,297	-24.2%	Shares	Sole	2026-08-12
2026-03-31	$421,824	3,031	-9.7%	Shares	Sole	2026-05-14
2025-12-31	$469,649	3,358	+9.9%	Shares	Sole	2026-02-18
2025-06-30	$379,705	3,055	+48.7%	Shares	Sole	2025-08-14
2025-03-31	$270,684	2,055	-6.6%	Shares	Sole	2025-05-15
2023-12-31	$267,905	2,201	-1.6%	Shares	Sole	2024-02-28
2023-09-30	$243,120	2,236	-88.2%	Shares	Sole	2023-11-24
2023-06-30	$245,147	18,951	-7.4%	Shares	Sole	2023-08-14
2023-03-31	$2,251,009	20,460	+815.0%	Shares	Sole	2023-06-05
2022-12-31	$269,549	2,236	-8.1%	Shares	Sole	2023-06-12
2022-06-30	$237,047	2,432	+6.7%	Shares	Sole	2022-08-11
2022-03-31	$229,267	2,279	—	Shares	Sole	2022-05-20
No filing history on record for this holder in this stock.