Waverly Advisors, LLC

Position in GL — Globe Life Inc.

CIK 1568787 BIRMINGHAM, AL

Position in GL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,434,443

+$379,396 QoQ

Shares Held

8,028

+5.9% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#253

of 693 holders

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 41% Shared 0% None 59%

Financial Services · as of Jun 30, 2026

Waverly Advisors, LLC holds $13,948,069 across 6 Insurance - Life names. GL ranks #4 (10.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MET	Metlife Inc	62,853	$5,317,992
2	MFC	Manulife Financial Corp	93,071	$3,770,306
3	AFL	Aflac Inc	19,213	$2,252,724
4	GL	Globe Life Inc. This page	8,028	$1,434,443
5	PRU	Prudential Financial Inc	7,591	$819,296
6	UNM	Unum Group	3,952	$353,308

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,434,443	8,028	+5.9%	Shares	Sole	2026-08-14
2026-03-31	$1,055,047	7,581	+10.2%	Shares	Sole	2026-05-15
2025-12-31	$962,516	6,882	+1.1%	Shares	Sole	2026-02-17
2025-09-30	$973,339	6,808	-16.3%	Shares	Sole	2025-11-14
2025-06-30	$1,010,974	8,134	+42.2%	Shares	Sole	2025-08-14
2025-03-31	$753,701	5,722	+1.1%	Shares	Sole	2025-05-15
2024-12-31	$631,426	5,662	+10.8%	Shares	Sole	2025-02-14
2024-09-30	$540,988	5,108	+0.1%	Shares	Sole	2024-11-14
2024-06-30	$419,874	5,103	-6.5%	Shares	Sole	2024-08-14
2023-12-31	$664,346	5,458	+1.9%	Shares	Other	2024-02-14
2023-09-30	$582,574	5,358	0.0%	Shares	Other	2023-11-14
2023-06-30	$587,342	5,358	+0.9%	Shares	Other	2023-08-15
2023-03-31	$584,315	5,311	-6.2%	Shares	Other	2023-05-16
2022-12-31	$682,793	5,664	+96.5%	Shares	Other	2023-02-15
2022-09-30	$287,335	2,882	-13.0%	Shares	Sole	2022-11-15
2022-06-30	$323,014	3,314	-87.0%	Shares	Other	2022-08-15
2022-03-31	$2,565,500	25,502	0.0%	Shares	Other	2022-05-17
2021-12-31	$2,390,046	25,502	-4.4%	Shares	Other	2022-02-15
2021-09-30	$2,375,053	26,677	+912.0%	Shares	Sole	2021-11-15
2021-06-30	$251,079	2,636	0.0%	Shares	Sole	2021-08-17
2021-03-31	$254,716	2,636	0.0%	Shares	Sole	2021-05-24
2020-12-31	$250,314	2,636	0.0%	Shares	Sole	2021-02-16
2020-09-30	$210,616	2,636	0.0%	Shares	Sole	2020-11-02
2020-06-30	$195,670	2,636	—	Shares	Sole	2020-08-17
No filing history on record for this holder in this stock.