Position in GL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$246,036
+$27,018 QoQ
Shares Held
1,377
-12.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#491
of 693 holders
Holding Since
Mar 2020
19 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, 2026AE Wealth Management LLC holds $67,556,856 across 9 Insurance - Life names. GL ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
|
347,225 | $37,475,959 | |
| 2 | MET |
Metlife Inc
|
298,823 | $25,283,381 | |
| 3 | AFL |
Aflac Inc
|
16,789 | $1,968,494 | |
| 4 | UNM |
Unum Group
|
11,021 | $985,266 | |
| 5 | LNC |
Lincoln National Corp
|
23,711 | $838,172 | |
| 6 | JXN |
Jackson Financial Inc.
|
3,771 | $386,092 | |
| 7 | GL |
Globe Life Inc.
This page
|
1,377 | $246,036 | |
| 8 | MFC |
Manulife Financial Corp
|
5,963 | $241,558 |
All Filings in GL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,036 | 1,377 | Shares | Other | 2026-08-03 | |
| 2025-12-31 | $219,018 | 1,566 | Shares | Other | 2026-01-26 | |
| 2024-06-30 | $221,743 | 2,695 | Shares | Other | 2024-08-12 | |
| 2023-12-31 | $9,872,587 | 81,109 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,812,022 | 81,045 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $8,817,284 | 80,435 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $13,376,011 | 121,578 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $15,022,941 | 124,620 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $11,385,241 | 114,195 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $10,766,048 | 110,455 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $13,985,009 | 139,016 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $8,766,943 | 93,544 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $8,161,469 | 91,671 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $8,530,209 | 89,556 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $8,430,774 | 87,248 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $836,122 | 8,805 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $630,251 | 7,888 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $645,652 | 8,698 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,698,276 | 23,597 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||