Capstone Investment Advisors
GL icon

Capstone Investment Advisors’s Globe Life GL Stock Holding History

Capstone Investment Advisors’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
Q1 		– Sell
-1,700
Closed -$190K – 1562
2024
Q4 		$190K Buy
1,700
+800
+89% +$86.3K ﹤0.01% 1606
2024
Q3 		$95.3K Buy
900
+200
+29% +$19.2K ﹤0.01% 1718
2024
Q2 		$57.6K Buy
700
+100
+17% +$8.28K ﹤0.01% 1936
2024
Q1 		$69.8K Sell
600
-300
-33% -$36.7K ﹤0.01% 2188
2023
Q4 		$110K Buy
+900
New +$106K ﹤0.01% 1929
2023
Q3 		– Sell
-800
Closed -$87.7K – 2168
2023
Q2 		$87.7K Hold
800
– – ﹤0.01% 1711
2023
Q1 		$88K Buy
+800
New +$93.9K ﹤0.01% 1386
2022
Q2 		– Sell
-500
Closed -$50K – 1943
2022
Q1 		$50K Buy
+500
New +$50.7K ﹤0.01% 1888
2021
Q4 		– Sell
-900
Closed -$80K – 1940
2021
Q3 		$80K Sell
900
-2,500
-74% -$234K ﹤0.01% 1813
2021
Q2 		$324K Sell
3,400
-1,600
-32% -$164K ﹤0.01% 1446
2021
Q1 		$483K Buy
5,000
+1,800
+56% +$172K ﹤0.01% 1287
2020
Q4 		$304K Buy
+3,200
New +$285K ﹤0.01% 1369
2020
Q3 		– Sell
-500
Closed -$37K – 1412
2020
Q2 		$37K Buy
+500
New +$37.9K ﹤0.01% 1288

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

Capstone Investment Advisors's GL Position: Q1 2026 in Review

Capstone Investment Advisors reduced its Globe Life (GL) stake by 4.2% in Q1 2026, selling an estimated $20.8K and leaving 3,380 shares worth $470K. The position accounts for ﹤0.01% of the portfolio, ranked #1166.

Capstone Investment Advisors first reported a position in GL in Q2 2021 and has held it in 12 quarters since. The position peaked at $744K in Q3 2023. 665 funds tracked by Wall St. Rank hold GL as of Q1 2026.

  • Capstone Investment Advisors held 3,380 shares of Globe Life worth $470K as of Q1 2026.
  • Capstone Investment Advisors sold 147 Globe Life shares in Q1 2026, an estimated $20.8K.
  • Globe Life made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1166 holding.
  • Capstone Investment Advisors first reported a position in Globe Life in Q2 2021 and has held it in 12 quarters since.
  • Capstone Investment Advisors's Globe Life position peaked at $744K in Q3 2023.
  • 665 funds tracked by Wall St. Rank held Globe Life as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.