Position in GL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,824
+$1,067 QoQ
Shares Held
27
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#633
of 693 holders
Holding Since
Sep 2021
19 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, 2026Key Financial Inc holds $707,293 across 8 Insurance - Life names. GL ranks #5 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
3,865 | $453,171 | |
| 2 | PRU |
Prudential Financial Inc
|
1,541 | $166,320 | |
| 3 | MET |
Metlife Inc
|
541 | $45,774 | |
| 4 | MFC |
Manulife Financial Corp
|
812 | $32,894 | |
| 5 | GL |
Globe Life Inc.
This page
|
27 | $4,824 | |
| 6 | LNC |
Lincoln National Corp
|
100 | $3,535 | |
| 7 | BHF |
Brighthouse Financial, Inc.
|
11 | $696 | |
| 8 | FG |
F&G Annuities & Life, Inc.
|
3 | $79 |
All Filings in GL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,824 | 27 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,757 | 27 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,776 | 27 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,860 | 27 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,355 | 27 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,556 | 27 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $3,011 | 27 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,859 | 27 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,221 | 27 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $2,434 | 20 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $2,174 | 20 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,192 | 20 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,200 | 20 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,411 | 20 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $1,994 | 20 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $1,949 | 20 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $2,012 | 20 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,874 | 20 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,780 | 20 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||