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Bruce G. Allen Investments’s Globe Life GL Stock Holding History

Bruce G. Allen 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 		$119K Sell
664
-115
-15% -$18K 0.08% 137
2026
Q1 		$108K Buy
779
+122
+19% +$17.2K 0.07% 149
2025
Q4 		$91.9K Buy
657
+38
+6% +$5.15K 0.06% 173
2025
Q3 		$88.5K Sell
619
-20
-3% -$2.71K 0.06% 181
2025
Q2 		$79.4K Sell
639
-63
-9% -$7.65K 0.06% 187
2025
Q1 		$92.5K Sell
702
-35
-5% -$4.28K 0.07% 150
2024
Q4 		$82.2K Sell
737
-40
-5% -$4.32K 0.07% 169
2024
Q3 		$82.3K Sell
777
-29
-4% -$2.78K 0.06% 180
2024
Q2 		$66.3K Buy
806
+201
+33% +$16.6K 0.06% 200
2024
Q1 		$70.4K Buy
605
+90
+17% +$11K 0.06% 189
2023
Q4 		$62.7K Buy
+515
New +$60.5K 0.06% 203

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

Bruce G. Allen Investments's GL Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Globe Life (GL) stake by 15% in Q2 2026, selling an estimated $18K and leaving 664 shares worth $119K. The position accounts for 0.08% of the portfolio, ranked #137.

Bruce G. Allen Investments first reported a position in GL in Q4 2023 and has held it in 11 quarters since. 703 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Bruce G. Allen Investments held 664 shares of Globe Life worth $119K as of Q2 2026.
  • Bruce G. Allen Investments sold 115 Globe Life shares in Q2 2026, an estimated $18K.
  • Globe Life made up 0.08% of Bruce G. Allen Investments's portfolio in Q2 2026, its #137 holding.
  • Bruce G. Allen Investments first reported a position in Globe Life in Q4 2023 and has held it in 11 quarters since.
  • 703 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.