Berkshire Hathaway’s Globe Life GL Stock Holding History

Berkshire Hathaway’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
2023 Q4	–	Sell	-831,014	Closed	-$90.4M	–	44
2023 Q3	$90.4M	Sell	831,014 -1,684,560	-67%	-$188M	0.03%	36
2023 Q2	$276M	Sell	2,515,574 -3,838,153	-60%	-$412M	0.08%	35
2023 Q1	$699M	Hold	6,353,727	–	–	0.22%	29
2022 Q4	$766M	Hold	6,353,727	–	–	0.26%	28
2022 Q3	$633M	Hold	6,353,727	–	–	0.21%	32
2022 Q2	$619M	Hold	6,353,727	–	–	0.21%	31
2022 Q1	$639M	Hold	6,353,727	–	–	0.18%	32
2021 Q4	$595M	Hold	6,353,727	–	–	0.18%	28
2021 Q3	$566M	Hold	6,353,727	–	–	0.19%	28
2021 Q2	$605M	Hold	6,353,727	–	–	0.21%	30
2021 Q1	$614M	Hold	6,353,727	–	–	0.23%	31
2020 Q4	$603M	Hold	6,353,727	–	–	0.22%	32
2020 Q3	$508M	Hold	6,353,727	–	–	0.22%	30
2020 Q2	$472M	Hold	6,353,727	–	–	0.23%	28
2020 Q1	$457M	Hold	6,353,727	–	–	0.26%	29
2019 Q4	$669M	Hold	6,353,727	–	–	0.28%	33
2019 Q3	$608M	Hold	6,353,727	–	–	0.28%	33
2019 Q2	$568M	Hold	6,353,727	–	–	0.27%	34
2019 Q1	$521M	Hold	6,353,727	–	–	0.26%	39
2018 Q4	$474M	Hold	6,353,727	–	–	0.26%	36
2018 Q3	$551M	Hold	6,353,727	–	–	0.25%	35
2018 Q2	$517M	Hold	6,353,727	–	–	0.26%	32
2018 Q1	$535M	Hold	6,353,727	–	–	0.28%	33
2017 Q4	$576M	Hold	6,353,727	–	–	0.3%	32
2017 Q3	$509M	Hold	6,353,727	–	–	0.29%	34
2017 Q2	$486M	Hold	6,353,727	–	–	0.3%	33
2017 Q1	$489M	Hold	6,353,727	–	–	0.3%	30
2016 Q4	$469M	Hold	6,353,727	–	–	0.32%	30
2016 Q3	$406M	Hold	6,353,727	–	–	0.32%	29
2016 Q2	$393M	Hold	6,353,727	–	–	0.3%	29
2016 Q1	$344M	Hold	6,353,727	–	–	0.27%	31
2015 Q4	$363M	Hold	6,353,727	–	–	0.28%	31
2015 Q3	$358M	Hold	6,353,727	–	–	0.28%	31
2015 Q2	$370M	Hold	6,353,727	–	–	0.34%	31
2015 Q1	$349M	Hold	6,353,727	–	–	0.33%	31
2014 Q4	$344M	Hold	6,353,727	–	–	0.31%	32
2014 Q3	$333M	Hold	6,353,727	–	–	0.31%	33
2014 Q2	$347M	Hold	6,353,727	–	–	0.32%	32
2014 Q1	$333M	Hold	6,353,727	–	–	0.32%	32
2013 Q4	$331M	Hold	6,353,727	–	–	0.32%	32
2013 Q3	$306M	Hold	6,353,727	–	–	0.33%	29
2013 Q2	$276M	Buy	+6,353,727	New	+$266M	0.3%	30

Other funds holding GL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Berkshire Hathaway's GL Position: Q4 2023 in Review

Berkshire Hathaway sold out of Globe Life (GL) in Q4 2023, closing a stake of 831,014 shares — an estimated $90.4M sold.

Berkshire Hathaway first reported a position in GL in Q2 2013 and held it in 42 quarters. The position peaked at $766M in Q4 2022. 587 funds tracked by Wall St. Rank hold GL as of Q4 2023.

Berkshire Hathaway reported no remaining Globe Life position as of Q4 2023 after selling out during the quarter.
Berkshire Hathaway sold 831,014 Globe Life shares in Q4 2023, an estimated $90.4M.
Berkshire Hathaway first reported a position in Globe Life in Q2 2013 and held it in 42 quarters.
Berkshire Hathaway's Globe Life position peaked at $766M in Q4 2022.
587 funds tracked by Wall St. Rank held Globe Life as of Q4 2023.

Based on Berkshire Hathaway's 13F filing for Q4 2023, filed 14 Feb 2024.