Position in GL
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$539,970
+$154,887 QoQ
Shares Held
3,022
+9.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#381
of 693 holders
Holding Since
Mar 2020
20 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, 2026CX Institutional holds $2,462,741 across 9 Insurance - Life names. GL ranks #2 (21.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
8,557 | $724,007 | |
| 2 | GL |
Globe Life Inc.
This page
|
3,022 | $539,970 | |
| 3 | AFL |
Aflac Inc
|
4,437 | $520,238 | |
| 4 | PRU |
Prudential Financial Inc
|
4,712 | $508,566 | |
| 5 | LNC |
Lincoln National Corp
|
1,722 | $60,872 | |
| 6 | PRI |
Primerica, Inc.
|
188 | $53,429 | |
| 7 | MFC |
Manulife Financial Corp
|
851 | $34,474 | |
| 8 | UNM |
Unum Group
|
223 | $19,936 |
All Filings in GL
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $539,970 | 3,022 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $385,083 | 2,767 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $310,768 | 2,222 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $258,060 | 1,805 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $212,411 | 1,709 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $216,547 | 1,644 | Shares | Sole | 2025-04-15 | |
| 2023-12-31 | $249,526 | 2,050 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $239,967 | 2,207 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $242,479 | 2,212 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $233,352 | 2,121 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $261,955 | 2,173 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $209,469 | 2,101 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $186,947 | 1,918 | Shares | Sole | 2022-08-02 | |
| 2021-09-30 | $155,980 | 1,752 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $172,783 | 1,814 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $174,030 | 1,801 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $167,129 | 1,760 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $137,428 | 1,720 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $124,706 | 1,680 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $119,830 | 1,665 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||