Position in GL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$778,687
+$179,421 QoQ
Shares Held
4,358
+1.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#333
of 693 holders
Holding Since
Mar 2020
21 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, 2026Williams Jones Wealth Management, LLC. holds $1,457,851 across 2 Insurance - Life names. GL ranks #1 (53.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GL |
Globe Life Inc.
This page
|
4,358 | $778,687 | |
| 2 | MET |
Metlife Inc
|
8,027 | $679,164 |
All Filings in GL
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $778,687 | 4,358 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $599,266 | 4,306 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $602,237 | 4,306 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $615,628 | 4,306 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $535,192 | 4,306 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $567,186 | 4,306 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $480,205 | 4,306 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $456,048 | 4,306 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $354,297 | 4,306 | Shares | Sole | 2024-08-05 | |
| 2023-12-31 | $616,755 | 5,067 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $550,934 | 5,067 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $555,444 | 5,067 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $557,471 | 5,067 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $610,826 | 5,067 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $505,279 | 5,068 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $494,465 | 5,073 | Shares | Sole | 2022-08-15 | |
| 2021-03-31 | $354,825 | 3,672 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $348,693 | 3,672 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $293,392 | 3,672 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $272,572 | 3,672 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $264,273 | 3,672 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||