Summit Financial, LLC

Position in GL — Globe Life Inc.

CIK 1765536 PARSIPPANY, NJ

Position in GL

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$718,114

+$232,968 QoQ

Shares Held

4,019

+15.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#342

of 693 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Summit Financial, LLC holds $7,826,988 across 6 Insurance - Life names. GL ranks #4 (9.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	22,967	$2,692,880
2	MET	Metlife Inc	29,207	$2,471,204
3	PRU	Prudential Financial Inc	11,524	$1,243,785
4	GL	Globe Life Inc. This page	4,019	$718,114
5	LNC	Lincoln National Corp	15,437	$545,697
6	GNW	Genworth Financial Inc	16,400	$155,308

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$718,114	4,019	+15.3%	Shares	Sole	2026-08-12
2026-03-31	$485,146	3,486	+3.4%	Shares	Sole	2026-05-15
2025-12-31	$471,747	3,373	+0.2%	Shares	Sole	2026-02-13
2025-09-30	$481,094	3,365	+2.6%	Shares	Sole	2025-11-14
2025-06-30	$407,671	3,280	-0.1%	Shares	Sole	2025-08-13
2025-03-31	$432,305	3,282	+4.1%	Shares	Sole	2025-05-14
2024-12-31	$351,734	3,154	+26.0%	Shares	Sole	2025-02-12
2024-09-30	$265,198	2,504	—	Shares	Sole	2024-11-12
No filing history on record for this holder in this stock.