CIAS
GL icon

CBIZ Investment Advisory Services’s Globe Life GL Stock Holding History

CBIZ Investment Advisory Services’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
Q2 		$3.9K Hold
28
– – ﹤0.01% 254
2026
Q1 		$3.9K Hold
28
– – ﹤0.01% 254
2025
Q4 		$3.92K Hold
28
– – ﹤0.01% 555
2025
Q3 		$4K Buy
+28
New +$3.79K ﹤0.01% 488

Other funds holding GL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

CBIZ Investment Advisory Services's GL Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Globe Life (GL) position steady in Q2 2026 at 28 shares worth $3.9K. The position accounts for ﹤0.01% of the portfolio, ranked #254.

CBIZ Investment Advisory Services first reported a position in GL in Q3 2025 and has held it in 4 quarters since. The position peaked at $4K in Q3 2025. 696 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • CBIZ Investment Advisory Services held 28 shares of Globe Life worth $3.9K as of Q2 2026.
  • CBIZ Investment Advisory Services left its Globe Life share count unchanged in Q2 2026.
  • Globe Life made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #254 holding.
  • CBIZ Investment Advisory Services first reported a position in Globe Life in Q3 2025 and has held it in 4 quarters since.
  • CBIZ Investment Advisory Services's Globe Life position peaked at $4K in Q3 2025.
  • 696 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.