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
Q4 		– Sell
-3,000
Closed -$429K – 1773
2025
Q3 		$429K Buy
3,000
+800
+36% +$108K ﹤0.01% 1481
2025
Q2 		$273K Hold
2,200
– – ﹤0.01% 1432
2025
Q1 		$290K Sell
2,200
-3,300
-60% -$404K ﹤0.01% 1197
2024
Q4 		$613K Buy
5,500
+3,200
+139% +$345K ﹤0.01% 1242
2024
Q3 		$244K Buy
2,300
+300
+15% +$28.8K ﹤0.01% 1501
2024
Q2 		$165K Buy
2,000
+700
+54% +$58K ﹤0.01% 1805
2024
Q1 		$151K Sell
1,300
-3,300
-72% -$404K ﹤0.01% 2071
2023
Q4 		$560K Buy
4,600
+4,400
+2,200% +$517K ﹤0.01% 1288
2023
Q3 		$21.7K Sell
200
-4,300
-96% -$480K ﹤0.01% 2053
2023
Q2 		$493K Hold
4,500
– – ﹤0.01% 1169
2023
Q1 		$495K Buy
+4,500
New +$528K ﹤0.01% 1014
2022
Q2 		– Sell
-5,500
Closed -$553K – 1944
2022
Q1 		$553K Buy
+5,500
New +$558K ﹤0.01% 1464
2021
Q4 		– Sell
-17,300
Closed -$1.54M – 1942
2021
Q3 		$1.54M Buy
17,300
+100
+0.6% +$9.35K ﹤0.01% 1283
2021
Q2 		$1.64M Buy
17,200
+7,700
+81% +$788K ﹤0.01% 1094
2021
Q1 		$918K Buy
9,500
+2,800
+42% +$268K ﹤0.01% 1152
2020
Q4 		$636K Buy
+6,700
New +$597K ﹤0.01% 1195
2020
Q3 		– Sell
-4,100
Closed -$304K – 1413
2020
Q2 		$304K Buy
+4,100
New +$311K ﹤0.01% 1168

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. 664 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.
  • 664 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.