Perigon Wealth Management, LLC

Position in GL — Globe Life Inc.

CIK 1575239 SAN FRANCISCO, CA

Position in GL

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$503,162

+$80,642 QoQ

Shares Held

2,816

-7.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#396

of 693 holders

Holding Since

Dec 2020

15 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Perigon Wealth Management, LLC holds $4,208,482 across 7 Insurance - Life names. GL ranks #4 (12.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	8,997	$1,054,898
2	PRU	Prudential Financial Inc	7,842	$846,387
3	MET	Metlife Inc	9,796	$828,839
4	GL	Globe Life Inc. This page	2,816	$503,162
5	UNM	Unum Group	4,243	$379,324
6	MFC	Manulife Financial Corp	7,521	$304,675
7	CNO	CNO Financial Group, Inc.	5,712	$291,197

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$503,162	2,816	-7.2%	Shares	Sole	2026-08-07
2026-03-31	$422,520	3,036	-5.9%	Shares	Sole	2026-04-10
2025-12-31	$451,188	3,226	-2.9%	Shares	Sole	2026-01-16
2025-09-30	$475,089	3,323	+17.4%	Shares	Sole	2025-10-17
2025-06-30	$351,864	2,831	-3.6%	Shares	Sole	2025-07-16
2025-03-31	$386,729	2,936	-0.3%	Shares	Sole	2025-04-23
2024-12-31	$328,426	2,945	-3.9%	Shares	Sole	2025-01-22
2024-09-30	$324,402	3,063	-7.0%	Shares	Sole	2024-10-16
2024-06-30	$270,948	3,293	+35.2%	Shares	Sole	2024-08-02
2023-12-31	$296,388	2,435	+0.3%	Shares	Sole	2024-01-29
2023-09-30	$263,887	2,427	+0.7%	Shares	Sole	2023-10-30
2023-06-30	$264,184	2,410	-4.1%	Shares	Sole	2023-08-02
2023-03-31	$276,480	2,513	-12.1%	Shares	Sole	2023-05-03
2022-12-31	$344,531	2,858	+837.0%	Shares	Sole	2023-05-01
2020-12-31	$28,962	305	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.