Position in GL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$734,196
+$490,649 QoQ
Shares Held
4,109
+134.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#339
of 693 holders
Holding Since
Sep 2022
9 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in GL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026RITHOLTZ WEALTH MANAGEMENT holds $23,364,461 across 10 Insurance - Life names. GL ranks #9 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFC |
Manulife Financial Corp
|
193,757 | $7,849,096 | |
| 2 | PRI |
Primerica, Inc.
|
13,499 | $3,836,415 | |
| 3 | AFL |
Aflac Inc
|
26,715 | $3,132,333 | |
| 4 | UNM |
Unum Group
|
35,011 | $3,129,983 | |
| 5 | MET |
Metlife Inc
|
17,102 | $1,447,000 | |
| 6 | JXN |
Jackson Financial Inc.
|
13,866 | $1,419,739 | |
| 7 | PUK |
Prudential PLC
|
33,314 | $893,148 | |
| 8 | PRU |
Prudential Financial Inc
|
7,228 | $780,118 |
All Filings in GL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $734,196 | 4,109 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $243,547 | 1,750 | Shares | Sole | 2026-04-20 | |
| 2025-09-30 | $225,177 | 1,575 | Shares | Sole | 2025-10-28 | |
| 2023-12-31 | $507,450 | 4,169 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $453,404 | 4,170 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $259,580 | 2,368 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $275,820 | 2,507 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $274,612 | 2,278 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $228,512 | 2,292 | Shares | Sole | 2022-10-19 | |
| No filing history on record for this holder in this stock. | ||||||