Position in GL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$428,832
+$94,824 QoQ
Shares Held
2,400
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#417
of 693 holders
Holding Since
Dec 2022
10 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, 2026Cassaday & Co Wealth Management LLC holds $2,004,105 across 8 Insurance - Life names. GL ranks #3 (21.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFC |
Manulife Financial Corp
|
15,276 | $618,830 | |
| 2 | AFL |
Aflac Inc
|
4,521 | $530,087 | |
| 3 | GL |
Globe Life Inc.
This page
|
2,400 | $428,832 | |
| 4 | MET |
Metlife Inc
|
2,991 | $253,068 | |
| 5 | UNM |
Unum Group
|
953 | $85,198 | |
| 6 | PRU |
Prudential Financial Inc
|
699 | $75,443 | |
| 7 | BHF |
Brighthouse Financial, Inc.
|
196 | $12,406 | |
| 8 | PUK |
Prudential PLC
|
9 | $241 |
All Filings in GL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $428,832 | 2,400 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $334,008 | 2,400 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $335,664 | 2,400 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $343,128 | 2,400 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $298,296 | 2,400 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $316,128 | 2,400 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $267,648 | 2,400 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $254,184 | 2,400 | Shares | Sole | 2024-11-07 | |
| 2023-03-31 | $263,827 | 2,398 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $289,078 | 2,398 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||