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 New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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