Position in GL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$530,858
+$117,384 QoQ
Shares Held
2,971
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.25%
of 13F equity value
Holder Rank
#384
of 693 holders
Holding Since
Mar 2026
2 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, 2026Navigate Wealth Management, LLC holds $530,858 across 1 Insurance - Life name. GL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GL |
Globe Life Inc.
This page
|
2,971 | $530,858 |
All Filings in GL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $530,858 | 2,971 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $413,474 | 2,971 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||