Bragg Financial Advisors’s Globe Life GL Stock Holding History

Bragg Financial Advisors’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
2024 Q4	–	Sell	-2,393	Closed	-$253K	–	330
2024 Q3	$253K	Buy	+2,393	New	+$229K	0.01%	305
2024 Q2	–	Sell	-2,393	Closed	-$278K	–	319
2024 Q1	$278K	Hold	2,393	–	–	0.01%	289
2023 Q4	$291K	Hold	2,393	–	–	0.01%	278
2023 Q3	$260K	Sell	2,393 -18	-0.7%	-$2.01K	0.01%	290
2023 Q2	$264K	Hold	2,411	–	–	0.01%	294
2023 Q1	$265K	Hold	2,411	–	–	0.02%	287
2022 Q4	$291K	Hold	2,411	–	–	0.02%	274
2022 Q3	$240K	Hold	2,411	–	–	0.02%	275
2022 Q2	$235K	Hold	2,411	–	–	0.02%	288
2022 Q1	$243K	Buy	2,411 +100	+4%	+$10.1K	0.01%	292
2021 Q4	$206K	Hold	2,311	–	–	0.01%	292
2021 Q3	$206K	Hold	2,311	–	–	0.01%	292
2021 Q2	$220K	Hold	2,311	–	–	0.01%	292
2021 Q1	$223K	Buy	2,311 +18	+0.8%	+$1.73K	0.02%	282
2020 Q4	$218K	Buy	+2,293	New	+$204K	0.02%	274
2020 Q1	–	Sell	-2,293	Closed	-$241K	–	262
2019 Q4	$241K	Hold	2,293	–	–	0.03%	251
2019 Q3	$220K	Hold	2,293	–	–	0.03%	259
2019 Q2	$205K	Buy	+2,293	New	+$200K	0.03%	263
2018 Q1	–	Sell	-2,293	Closed	-$208K	–	258
2017 Q4	$208K	Buy	+2,293	New	+$197K	0.03%	255

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bragg Financial Advisors's GL Position: Q4 2024 in Review

Bragg Financial Advisors sold out of Globe Life (GL) in Q4 2024, closing a stake of 2,393 shares — an estimated $253K sold.

Bragg Financial Advisors first reported a position in GL in Q4 2017 and held it in 19 quarters. The position peaked at $291K in Q4 2023. 566 funds tracked by Wall St. Rank hold GL as of Q4 2024.

Bragg Financial Advisors reported no remaining Globe Life position as of Q4 2024 after selling out during the quarter.
Bragg Financial Advisors sold 2,393 Globe Life shares in Q4 2024, an estimated $253K.
Bragg Financial Advisors first reported a position in Globe Life in Q4 2017 and held it in 19 quarters.
Bragg Financial Advisors's Globe Life position peaked at $291K in Q4 2023.
566 funds tracked by Wall St. Rank held Globe Life as of Q4 2024.

Based on Bragg Financial Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.