Position in GL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$532,287
+$92,371 QoQ
Shares Held
2,979
-5.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#383
of 693 holders
Holding Since
Jun 2025
5 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, 2026Callan Family Office, LLC holds $30,616,659 across 10 Insurance - Life names. GL ranks #9 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
129,710 | $10,974,763 | |
| 2 | PRI |
Primerica, Inc.
|
31,017 | $8,815,031 | |
| 3 | MFC |
Manulife Financial Corp
|
88,157 | $3,571,240 | |
| 4 | AFL |
Aflac Inc
|
21,711 | $2,545,614 | |
| 5 | PUK |
Prudential PLC
|
48,797 | $1,308,247 | |
| 6 | CNO |
CNO Financial Group, Inc.
|
21,353 | $1,088,575 | |
| 7 | PRU |
Prudential Financial Inc
|
9,972 | $1,076,277 | |
| 8 | UNM |
Unum Group
|
6,795 | $607,473 |
All Filings in GL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $532,287 | 2,979 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $439,916 | 3,161 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $579,719 | 4,145 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $572,451 | 4,004 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $509,464 | 4,099 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||