Position in GL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,572,935
-$166,031 QoQ
Shares Held
54,415
+0.5% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Allworth Financial LP holds $9,006,706 across 15 Insurance - Life names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
33,858 | $3,969,850 | |
| 2 | PRU |
Prudential Financial Inc
|
19,689 | $2,125,033 | |
| 3 | MET |
Metlife Inc
|
15,836 | $1,339,883 | |
| 4 | MFC |
Manulife Financial Corp
|
12,501 | $506,415 | |
| 5 | UNM |
Unum Group
|
5,588 | $499,567 | |
| 6 | LNC |
Lincoln National Corp
|
6,771 | $239,354 | |
| 7 | PRI |
Primerica, Inc.
|
401 | $113,964 | |
| 8 | JXN |
Jackson Financial Inc.
|
573 | $58,669 |
All Filings in GL
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,572,935 | 54,415 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $7,738,966 | 54,130 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $6,838,560 | 55,021 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $75,212 | 571 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $52,191 | 468 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $54,543 | 515 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $46,817 | 569 | Shares | Sole | 2024-07-24 | |
| 2023-12-31 | $42,723 | 351 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $32,945 | 303 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $32,995 | 301 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $13,532 | 123 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2,893 | 24 | Shares | Sole | 2023-01-13 | |
| 2022-06-30 | $779 | 8 | Shares | Sole | 2022-07-13 | |
| 2021-09-30 | $12,820 | 144 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||