Venturi Wealth Management, LLC

Position in GL — Globe Life Inc.

CIK 1666363 AUSTIN, TX

Position in GL

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,196,977

+$266,348 QoQ

Shares Held

6,699

+0.2% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#276

of 693 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Venturi Wealth Management, LLC holds $3,216,507 across 5 Insurance - Life names. GL ranks #1 (37.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GL	Globe Life Inc. This page	6,699	$1,196,977
2	AFL	Aflac Inc	8,424	$987,713
3	MET	Metlife Inc	6,183	$523,142
4	PUK	Prudential PLC	10,777	$288,931
5	UNM	Unum Group	2,458	$219,744

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,196,977	6,699	+0.2%	Shares	Sole	2026-07-20
2026-03-31	$930,629	6,687	+25.3%	Shares	Sole	2026-04-21
2025-12-31	$746,292	5,336	+6.1%	Shares	Sole	2026-01-22
2025-09-30	$718,852	5,028	-37.5%	Shares	Sole	2025-10-23
2025-06-30	$1,000,658	8,051	-2.1%	Shares	Sole	2025-07-23
2025-03-31	$1,083,528	8,226	+1.1%	Shares	Sole	2025-05-06
2024-12-31	$906,991	8,133	+0.3%	Shares	Sole	2025-01-31
2024-09-30	$858,505	8,106	-4.8%	Shares	Sole	2024-11-04
2024-06-30	$700,284	8,511	+5.5%	Shares	Sole	2024-07-19
2023-12-31	$981,671	8,065	-12.9%	Shares	Sole	2024-01-23
2023-09-30	$1,007,057	9,262	-11.4%	Shares	Sole	2023-11-02
2023-06-30	$1,146,296	10,457	+0.5%	Shares	Sole	2023-07-24
2023-03-31	$1,144,208	10,400	-3.7%	Shares	Sole	2023-05-02
2022-12-31	$1,301,940	10,800	0.0%	Shares	Sole	2023-01-31
2022-09-30	$1,076,760	10,800	-5.3%	Shares	Sole	2022-11-14
2022-06-30	$1,111,158	11,400	0.0%	Shares	Sole	2022-08-12
2022-03-31	$1,146,840	11,400	0.0%	Shares	Sole	2022-05-13
2021-12-31	$1,068,408	11,400	-3.4%	Shares	Sole	2022-02-08
2021-09-30	$1,050,554	11,800	-0.1%	Shares	Sole	2021-11-10
2021-06-30	$1,125,093	11,812	+26.8%	Shares	Sole	2021-08-02
2020-12-31	$884,267	9,312	+47.5%	Shares	Sole	2021-01-28
2020-09-30	$504,328	6,312	-0.1%	Shares	Sole	2020-11-03
2020-06-30	$469,207	6,321	+57.4%	Shares	Sole	2020-08-05
2020-03-31	$289,103	4,017	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.