Position in GL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,706,394
+$35,241 QoQ
Shares Held
9,550
-20.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#242
of 693 holders
Holding Since
Jun 2025
5 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, 2026Synergy Asset Management, LLC holds $1,706,394 across 1 Insurance - Life name. GL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GL |
Globe Life Inc.
This page
|
9,550 | $1,706,394 |
All Filings in GL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,706,394 | 9,550 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,671,153 | 12,008 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,065,313 | 7,617 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $14,383,210 | 100,603 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,113,762 | 8,961 | Shares | Sole | 2025-07-21 | |
| No filing history on record for this holder in this stock. | ||||||