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Allegheny Financial Group’s Globe Life GL Stock Holding History

Allegheny Financial Group’s Portfolio GL Stock Details GL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$661K Hold
4,752
– – 0.09% 136
2025
Q4 		$665K Hold
4,752
– – 0.1% 127
2025
Q3 		$679K Sell
4,752
-11
-0.2% -$1.49K 0.13% 123
2025
Q2 		$592K Buy
4,763
+11
+0.2% +$1.33K 0.13% 128
2025
Q1 		$626K Hold
4,752
– – 0.16% 112
2024
Q4 		$530K Hold
4,752
– – 0.14% 121
2024
Q3 		$503K Hold
4,752
– – 0.12% 140
2024
Q2 		$391K Hold
4,752
– – 0.11% 153
2024
Q1 		$553K Buy
4,752
+2,052
+76% +$251K 0.17% 109
2023
Q4 		$329K Hold
2,700
– – 0.11% 152
2023
Q3 		$294K Hold
2,700
– – 0.11% 148
2023
Q2 		$296K Hold
2,700
– – 0.14% 121
2023
Q1 		$297K Hold
2,700
– – 0.12% 130
2022
Q4 		$325K Hold
2,700
– – 0.14% 122
2022
Q3 		$269K Hold
2,700
– – 0.13% 123
2022
Q2 		$263K Hold
2,700
– – 0.12% 124
2022
Q1 		$272K Hold
2,700
– – 0.12% 126
2021
Q4 		$253K Hold
2,700
– – 0.1% 133
2021
Q3 		$240K Hold
2,700
– – 0.11% 125
2021
Q2 		$257K Hold
2,700
– – 0.12% 120
2021
Q1 		$261K Hold
2,700
– – 0.19% 78
2020
Q4 		$256K Buy
+2,700
New +$240K 0.14% 109

Other funds holding GL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Allegheny Financial Group's GL Position: Q1 2026 in Review

Allegheny Financial Group held its Globe Life (GL) position steady in Q1 2026 at 4,752 shares worth $661K. The position accounts for 0.09% of the portfolio, ranked #136.

Allegheny Financial Group first reported a position in GL in Q4 2020 and has held it in 22 quarters since. The position peaked at $679K in Q3 2025. 663 funds tracked by Wall St. Rank hold GL as of Q1 2026.

  • Allegheny Financial Group held 4,752 shares of Globe Life worth $661K as of Q1 2026.
  • Allegheny Financial Group left its Globe Life share count unchanged in Q1 2026.
  • Globe Life made up 0.09% of Allegheny Financial Group's portfolio in Q1 2026, its #136 holding.
  • Allegheny Financial Group first reported a position in Globe Life in Q4 2020 and has held it in 22 quarters since.
  • Allegheny Financial Group's Globe Life position peaked at $679K in Q3 2025.
  • 663 funds tracked by Wall St. Rank held Globe Life as of Q1 2026.

Based on Allegheny Financial Group's 13F filing for Q1 2026, filed 16 Apr 2026.