CFO
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Callan Family Office’s Globe Life GL Stock Holding History

Callan Family Office’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 		$532K Sell
2,979
-182
-6% -$28.5K 0.01% 796
2026
Q1 		$440K Sell
3,161
-984
-24% -$139K 0.01% 813
2025
Q4 		$580K Buy
4,145
+141
+4% +$19.1K 0.01% 734
2025
Q3 		$572K Sell
4,004
-95
-2% -$12.9K 0.02% 491
2025
Q2 		$509K Buy
+4,099
New +$498K 0.02% 580

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

Callan Family Office's GL Position: Q2 2026 in Review

Callan Family Office reduced its Globe Life (GL) stake by 5.8% in Q2 2026, selling an estimated $28.5K and leaving 2,979 shares worth $532K. The position accounts for 0.01% of the portfolio, ranked #796.

Callan Family Office first reported a position in GL in Q2 2025 and has held it in 5 quarters since. The position peaked at $580K in Q4 2025. 703 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Callan Family Office held 2,979 shares of Globe Life worth $532K as of Q2 2026.
  • Callan Family Office sold 182 Globe Life shares in Q2 2026, an estimated $28.5K.
  • Globe Life made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #796 holding.
  • Callan Family Office first reported a position in Globe Life in Q2 2025 and has held it in 5 quarters since.
  • Callan Family Office's Globe Life position peaked at $580K in Q4 2025.
  • 703 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.