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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Callan Family Office's GL Position: Q1 2026 in Review

Callan Family Office reduced its Globe Life (GL) stake by 24% in Q1 2026, selling an estimated $139K and leaving 3,161 shares worth $440K. The position accounts for 0.01% of the portfolio, ranked #813.

Callan Family Office first reported a position in GL in Q2 2025 and has held it in 4 quarters since. The position peaked at $580K in Q4 2025. 663 funds tracked by Wall St. Rank hold GL as of Q1 2026.

  • Callan Family Office held 3,161 shares of Globe Life worth $440K as of Q1 2026.
  • Callan Family Office sold 984 Globe Life shares in Q1 2026, an estimated $139K.
  • Globe Life made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #813 holding.
  • Callan Family Office first reported a position in Globe Life in Q2 2025 and has held it in 4 quarters since.
  • Callan Family Office's Globe Life position peaked at $580K in Q4 2025.
  • 663 funds tracked by Wall St. Rank held Globe Life as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.