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Berkeley Capital Partners’s Globe Life GL Stock Holding History

Berkeley Capital Partners’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 		$281K Buy
1,573
+29
+2% +$4.54K 0.06% 170
2026
Q1 		$215K Hold
1,544
– – 0.05% 171
2025
Q4 		$216K Buy
1,544
+4
+0.3% +$542 0.05% 183
2025
Q3 		$220K Buy
+1,540
New +$209K 0.05% 171
2025
Q2 		– Sell
-1,540
Closed -$203K – 177
2025
Q1 		$203K Buy
+1,540
New +$188K 0.06% 164
2020
Q1 		– Sell
-2,350
Closed -$247K – 118
2019
Q4 		$247K Sell
2,350
-150
-6% -$15K 0.13% 123
2019
Q3 		$239K Buy
+2,500
New +$227K 0.13% 117

Other funds holding GL

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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

Berkeley Capital Partners's GL Position: Q2 2026 in Review

Berkeley Capital Partners increased its Globe Life (GL) stake by 1.9% in Q2 2026, buying an estimated $4.54K and bringing the position to 1,573 shares worth $281K. The position accounts for 0.06% of the portfolio, ranked #170.

Berkeley Capital Partners first reported a position in GL in Q3 2019 and has held it in 7 quarters since. 701 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Berkeley Capital Partners held 1,573 shares of Globe Life worth $281K as of Q2 2026.
  • Berkeley Capital Partners bought 29 Globe Life shares in Q2 2026, an estimated $4.54K.
  • Globe Life made up 0.06% of Berkeley Capital Partners's portfolio in Q2 2026, its #170 holding.
  • Berkeley Capital Partners first reported a position in Globe Life in Q3 2019 and has held it in 7 quarters since.
  • 701 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Berkeley Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.