Position in GL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$5,265,699
+$1,438,942 QoQ
Shares Held
29,470
+7.2% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#148
of 693 holders
Holding Since
Mar 2022
15 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, 2026Sequoia Financial Advisors, LLC holds $21,490,146 across 12 Insurance - Life names. GL ranks #1 (24.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GL |
Globe Life Inc.
This page
|
29,470 | $5,265,699 | |
| 2 | UNM |
Unum Group
|
35,364 | $3,161,541 | |
| 3 | AFL |
Aflac Inc
|
26,245 | $3,077,226 | |
| 4 | MFC |
Manulife Financial Corp
|
66,838 | $2,707,607 | |
| 5 | PRU |
Prudential Financial Inc
|
25,053 | $2,703,970 | |
| 6 | MET |
Metlife Inc
|
26,574 | $2,248,426 | |
| 7 | CNO |
CNO Financial Group, Inc.
|
18,699 | $953,275 | |
| 8 | BHF |
Brighthouse Financial, Inc.
|
7,241 | $458,355 |
All Filings in GL
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,265,699 | 29,470 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $3,826,757 | 27,497 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,200,275 | 30,032 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,971,277 | 27,777 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,416,483 | 27,488 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,185,516 | 24,184 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $339,912 | 3,048 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $275,577 | 2,602 | Shares | Sole | 2024-10-21 | |
| 2023-12-31 | $442,695 | 3,637 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $229,529 | 2,111 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $220,555 | 2,012 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $215,969 | 1,963 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $244,113 | 2,025 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $217,260 | 2,229 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $219,207 | 2,179 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||