Caprock Group’s Globe Life GL Stock Holding History

Caprock Group’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	–	Sell	-7,111	Closed	-$995K	–	1178
2025 Q4	$995K	Sell	7,111 -483	-6%	-$65.4K	0.02%	605
2025 Q3	$1.06M	Buy	+7,594	New	+$1.03M	0.03%	551
2025 Q1	$865K	Buy	6,568 +1,937	+42%	+$237K	0.03%	510
2024 Q4	$517K	Buy	+4,631	New	+$500K	0.02%	612

Other funds holding GL

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 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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Caprock Group's GL Position: Q1 2026 in Review

Caprock Group sold out of Globe Life (GL) in Q1 2026, closing a stake of 7,111 shares — an estimated $995K sold.

Caprock Group first reported a position in GL in Q4 2024 and held it in 4 quarters. The position peaked at $1.06M in Q3 2025. 663 funds tracked by Wall St. Rank hold GL as of Q1 2026.

Caprock Group reported no remaining Globe Life position as of Q1 2026 after selling out during the quarter.
Caprock Group sold 7,111 Globe Life shares in Q1 2026, an estimated $995K.
Caprock Group first reported a position in Globe Life in Q4 2024 and held it in 4 quarters.
Caprock Group's Globe Life position peaked at $1.06M in Q3 2025.
663 funds tracked by Wall St. Rank held Globe Life as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.