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 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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Berkeley Capital Partners's GL Position: Q1 2026 in Review

Berkeley Capital Partners held its Globe Life (GL) position steady in Q1 2026 at 1,544 shares worth $215K. The position accounts for 0.05% of the portfolio, ranked #171.

Berkeley Capital Partners first reported a position in GL in Q3 2019 and has held it in 6 quarters since. The position peaked at $247K in Q4 2019. 663 funds tracked by Wall St. Rank hold GL as of Q1 2026.

Berkeley Capital Partners held 1,544 shares of Globe Life worth $215K as of Q1 2026.
Berkeley Capital Partners left its Globe Life share count unchanged in Q1 2026.
Globe Life made up 0.05% of Berkeley Capital Partners's portfolio in Q1 2026, its #171 holding.
Berkeley Capital Partners first reported a position in Globe Life in Q3 2019 and has held it in 6 quarters since.
Berkeley Capital Partners's Globe Life position peaked at $247K in Q4 2019.
663 funds tracked by Wall St. Rank held Globe Life as of Q1 2026.

Based on Berkeley Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.