CastleKeep Investment Advisors
GL icon

CastleKeep Investment Advisors’s Globe Life GL Stock Holding History

CastleKeep 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
2026
Q1 		– Sell
-13,604
Closed -$1.9M – 75
2025
Q4 		$1.9M Hold
13,604
– – 0.86% 30
2025
Q3 		$1.94M Buy
13,604
+2,733
+25% +$370K 0.91% 30
2025
Q2 		$1.35M Buy
+10,871
New +$1.32M 0.66% 39

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State Street
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Geode Capital Management
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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
Nuveen
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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

CastleKeep Investment Advisors sold out of Globe Life (GL) in Q1 2026, closing a stake of 13,604 shares — an estimated $1.9M sold.

CastleKeep Investment Advisors first reported a position in GL in Q2 2025 and held it in 3 quarters. The position peaked at $1.94M in Q3 2025. 669 funds tracked by Wall St. Rank hold GL as of Q1 2026.

  • CastleKeep Investment Advisors reported no remaining Globe Life position as of Q1 2026 after selling out during the quarter.
  • CastleKeep Investment Advisors sold 13,604 Globe Life shares in Q1 2026, an estimated $1.9M.
  • CastleKeep Investment Advisors first reported a position in Globe Life in Q2 2025 and held it in 3 quarters.
  • CastleKeep Investment Advisors's Globe Life position peaked at $1.94M in Q3 2025.
  • 669 funds tracked by Wall St. Rank held Globe Life as of Q1 2026.

Based on CastleKeep Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.