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Burns Matteson Capital Management’s Globe Life GL Stock Holding History

Burns Matteson Capital Management’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
2025
Q2 		– Sell
-4,004
Closed -$527K – 198
2025
Q1 		$527K Buy
+4,004
New +$490K 0.28% 59
2024
Q4 		– Sell
-3,870
Closed -$410K – 172
2024
Q3 		$410K Buy
+3,870
New +$371K 0.23% 74

Other funds holding GL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Burns Matteson Capital Management's GL Position: Q2 2025 in Review

Burns Matteson Capital Management sold out of Globe Life (GL) in Q2 2025, closing a stake of 4,004 shares — an estimated $527K sold.

Burns Matteson Capital Management first reported a position in GL in Q3 2024 and held it in 2 quarters. The position peaked at $527K in Q1 2025. 639 funds tracked by Wall St. Rank hold GL as of Q2 2025.

  • Burns Matteson Capital Management reported no remaining Globe Life position as of Q2 2025 after selling out during the quarter.
  • Burns Matteson Capital Management sold 4,004 Globe Life shares in Q2 2025, an estimated $527K.
  • Burns Matteson Capital Management first reported a position in Globe Life in Q3 2024 and held it in 2 quarters.
  • Burns Matteson Capital Management's Globe Life position peaked at $527K in Q1 2025.
  • 639 funds tracked by Wall St. Rank held Globe Life as of Q2 2025.

Based on Burns Matteson Capital Management's 13F filing for Q2 2025, filed 15 Jul 2025.