Position in GL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,035,986
+$599,132 QoQ
Shares Held
5,798
+84.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#293
of 693 holders
Holding Since
Jun 2021
18 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, 2026Clearstead Advisors, LLC holds $7,129,491 across 16 Insurance - Life names. GL ranks #3 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
18,633 | $2,184,719 | |
| 2 | PRU |
Prudential Financial Inc
|
16,515 | $1,782,463 | |
| 3 | GL |
Globe Life Inc.
This page
|
5,798 | $1,035,986 | |
| 4 | MFC |
Manulife Financial Corp
|
22,584 | $914,877 | |
| 5 | UNM |
Unum Group
|
6,298 | $563,041 | |
| 6 | MET |
Metlife Inc
|
4,977 | $421,103 | |
| 7 | LNC |
Lincoln National Corp
|
3,304 | $116,796 | |
| 8 | GNW |
Genworth Financial Inc
|
3,981 | $37,700 |
All Filings in GL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,035,986 | 5,798 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $436,854 | 3,139 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $678,740 | 4,853 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $753,880 | 5,273 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $642,952 | 5,173 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $428,748 | 3,255 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $346,381 | 3,106 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $328,956 | 3,106 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $255,561 | 3,106 | Shares | Sole | 2024-08-12 | |
| 2023-12-31 | $658,505 | 5,410 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $587,142 | 5,400 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $591,948 | 5,400 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $594,658 | 5,405 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $650,970 | 5,400 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $538,380 | 5,400 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $526,338 | 5,400 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $543,240 | 5,400 | Shares | Sole | 2022-05-04 | |
| 2021-06-30 | $1,428 | 15 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||