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Annis Gardner Whiting Capital Advisors’s Globe Life GL Stock Holding History

Annis Gardner Whiting Capital Advisors’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
Q2 		– Sell
-573
Closed -$79.7K – 697
2026
Q1 		$79.7K Buy
573
+5
+0.9% +$706 0.01% 488
2025
Q4 		$79.4K Hold
568
– – 0.02% 445
2025
Q3 		$81.2K Hold
568
– – 0.02% 422
2025
Q2 		$70.6K Hold
568
– – 0.02% 368
2025
Q1 		$74.8K Hold
568
– – 0.03% 307
2024
Q4 		$63.3K Hold
568
– – 0.02% 326
2024
Q3 		$60.2K Hold
568
– – 0.02% 346
2024
Q2 		$46.7K Sell
568
-87
-13% -$7.21K 0.01% 412
2024
Q1 		$76.2K Hold
655
– – 0.03% 324
2023
Q4 		$79.7K Hold
655
– – 0.04% 250
2023
Q3 		$71.2K Buy
+655
New +$73.1K 0.04% 249

Other funds holding GL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's GL Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Globe Life (GL) in Q2 2026, closing a stake of 573 shares — an estimated $79.7K sold.

Annis Gardner Whiting Capital Advisors first reported a position in GL in Q3 2023 and held it in 11 quarters. The position peaked at $81.2K in Q3 2025. 696 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Globe Life position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 573 Globe Life shares in Q2 2026, an estimated $79.7K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Globe Life in Q3 2023 and held it in 11 quarters.
  • Annis Gardner Whiting Capital Advisors's Globe Life position peaked at $81.2K in Q3 2025.
  • 696 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.