MONTAG A & ASSOCIATES INC

Position in GL — Globe Life Inc.

CIK 829407 ATLANTA, GA

Position in GL

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$80,406

+$17,780 QoQ

Shares Held

450

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#551

of 693 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MONTAG A & ASSOCIATES INC holds $3,687,734 across 5 Insurance - Life names. GL ranks #5 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	14,101	$1,653,342
2	MET	Metlife Inc	10,737	$908,457
3	MFC	Manulife Financial Corp	22,279	$902,522
4	PRU	Prudential Financial Inc	1,325	$143,007
5	GL	Globe Life Inc. This page	450	$80,406

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$80,406	450	0.0%	Shares	Sole	2026-08-05
2026-03-31	$62,626	450	0.0%	Shares	Sole	2026-04-29
2025-12-31	$62,937	450	0.0%	Shares	Sole	2026-02-02
2025-09-30	$64,336	450	0.0%	Shares	Sole	2025-11-12
2025-06-30	$55,930	450	0.0%	Shares	Sole	2025-08-07
2025-03-31	$59,274	450	0.0%	Shares	Sole	2025-05-05
2024-12-31	$50,184	450	0.0%	Shares	Sole	2025-01-30
2024-09-30	$47,659	450	0.0%	Shares	Sole	2024-11-05
2024-06-30	$37,026	450	0.0%	Shares	Sole	2024-07-31
2023-12-31	$54,774	450	0.0%	Shares	Sole	2024-02-07
2023-09-30	$48,928	450	0.0%	Shares	Sole	2023-11-09
2023-06-30	$49,329	450	0.0%	Shares	Sole	2023-08-09
2023-03-31	$49,509	450	0.0%	Shares	Sole	2023-05-11
2022-12-31	$54,247	450	0.0%	Shares	Sole	2023-02-02
2022-09-30	$44,865	450	0.0%	Shares	Sole	2022-11-09
2022-06-30	$43,861	450	0.0%	Shares	Sole	2022-08-10
2022-03-31	$45,270	450	0.0%	Shares	Sole	2022-05-02
2021-12-31	$42,174	450	0.0%	Shares	Sole	2022-02-09
2021-09-30	$40,063	450	-96.7%	Shares	Sole	2021-11-08
2021-06-30	$1,287,303	13,515	0.0%	Shares	Sole	2021-08-03
2021-03-31	$1,305,954	13,515	0.0%	Shares	Sole	2021-05-14
2020-12-31	$1,283,384	13,515	+23.6%	Shares	Sole	2021-02-12
2020-09-30	$873,386	10,931	-7.0%	Shares	Sole	2020-11-12
2020-06-30	$872,870	11,759	0.0%	Shares	Sole	2020-08-04
2020-03-31	$846,295	11,759	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.