AFCM
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Applied Finance Capital Management’s Globe Life GL Stock Holding History

Applied Finance Capital Management’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
2025
Q4 		– Sell
-1,777
Closed -$254K – 266
2025
Q3 		$254K Sell
1,777
-310
-15% -$42K 0.02% 247
2025
Q2 		$259K Sell
2,087
-148
-7% -$18K 0.02% 273
2025
Q1 		$294K Hold
2,235
– – 0.02% 250
2024
Q4 		$249K Hold
2,235
– – 0.01% 267
2024
Q3 		$237K Buy
+2,235
New +$214K 0.01% 279

Other funds holding GL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Applied Finance Capital Management's GL Position: Q4 2025 in Review

Applied Finance Capital Management sold out of Globe Life (GL) in Q4 2025, closing a stake of 1,777 shares — an estimated $254K sold.

Applied Finance Capital Management first reported a position in GL in Q3 2024 and held it in 5 quarters. The position peaked at $294K in Q1 2025. 682 funds tracked by Wall St. Rank hold GL as of Q4 2025.

  • Applied Finance Capital Management reported no remaining Globe Life position as of Q4 2025 after selling out during the quarter.
  • Applied Finance Capital Management sold 1,777 Globe Life shares in Q4 2025, an estimated $254K.
  • Applied Finance Capital Management first reported a position in Globe Life in Q3 2024 and held it in 5 quarters.
  • Applied Finance Capital Management's Globe Life position peaked at $294K in Q1 2025.
  • 682 funds tracked by Wall St. Rank held Globe Life as of Q4 2025.

Based on Applied Finance Capital Management's 13F filing for Q4 2025, filed 5 Feb 2026.