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Atria Investments’s Globe Life GL Stock Holding History

Atria Investments’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
-8,872
Closed -$1.23M – 2188
2026
Q1 		$1.23M Sell
8,872
-5,691
-39% -$803K 0.01% 945
2025
Q4 		$2.04M Buy
14,563
+1,428
+11% +$193K 0.02% 715
2025
Q3 		$1.88M Buy
13,135
+6,470
+97% +$877K 0.02% 749
2025
Q2 		$828K Buy
6,665
+1,904
+40% +$231K 0.01% 1143
2025
Q1 		$627K Buy
+4,761
New +$583K 0.01% 1234
2020
Q1 		– Sell
-5,789
Closed -$609K – 790
2019
Q4 		$609K Buy
+5,789
New +$577K 0.02% 711
2018
Q4 		– Sell
-2,400
Closed -$208K – 929
2018
Q3 		$208K Buy
+2,400
New +$207K 0.01% 926
2018
Q1 		– Sell
-2,416
Closed -$219K – 886
2017
Q4 		$219K Buy
+2,416
New +$207K 0.01% 751

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 $3.38T 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
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

Atria Investments's GL Position: Q2 2026 in Review

Atria Investments sold out of Globe Life (GL) in Q2 2026, closing a stake of 8,872 shares — an estimated $1.23M sold.

Atria Investments first reported a position in GL in Q4 2017 and held it in 8 quarters. The position peaked at $2.04M in Q4 2025. 703 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Atria Investments reported no remaining Globe Life position as of Q2 2026 after selling out during the quarter.
  • Atria Investments sold 8,872 Globe Life shares in Q2 2026, an estimated $1.23M.
  • Atria Investments first reported a position in Globe Life in Q4 2017 and held it in 8 quarters.
  • Atria Investments's Globe Life position peaked at $2.04M in Q4 2025.
  • 703 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.