Position in GL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$943,966
+$284,301 QoQ
Shares Held
5,283
+11.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#305
of 700 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026HB Wealth Management, LLC holds $23,246,681 across 12 Insurance - Life names. GL ranks #7 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
71,812 | $8,419,957 | |
| 2 | PRU |
Prudential Financial Inc
|
35,231 | $3,802,481 | |
| 3 | MET |
Metlife Inc
|
42,212 | $3,571,557 | |
| 4 | MFC |
Manulife Financial Corp
|
58,805 | $2,382,190 | |
| 5 | UNM |
Unum Group
|
18,464 | $1,650,681 | |
| 6 | LNC |
Lincoln National Corp
|
27,939 | $987,643 | |
| 7 | GL |
Globe Life Inc.
This page
|
5,283 | $943,966 | |
| 8 | PRI |
Primerica, Inc.
|
2,638 | $749,719 |
All Filings in GL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $943,966 | 5,283 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $659,665 | 4,740 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $577,761 | 4,131 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $623,492 | 4,361 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $458,754 | 3,691 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $522,928 | 3,970 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $344,931 | 3,093 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $219,233 | 2,070 | Shares | Sole | 2024-10-15 | |
| 2023-12-31 | $216,905 | 1,782 | Shares | Sole | 2024-01-16 | |
| No filing history on record for this holder in this stock. | ||||||