Cerity Partners
GL icon

Cerity Partners’s Globe Life GL Stock Holding History

Cerity Partners’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
Q3 		$14M Buy
84,807
+6,691
+9% +$1.18M 0.02% 628
2026
Q2 		$14M Buy
78,116
+3,941
+5% +$617K 0.02% 612
2026
Q1 		$10.3M Buy
74,175
+7,575
+11% +$1.07M 0.01% 677
2025
Q4 		$9.31M Sell
66,600
-4,311
-6% -$584K 0.01% 672
2025
Q3 		$10.1M Buy
70,911
+6,580
+10% +$892K 0.02% 574
2025
Q2 		$8M Buy
64,331
+22,157
+53% +$2.69M 0.01% 618
2025
Q1 		$5.56M Buy
42,174
+6,339
+18% +$776K 0.01% 698
2024
Q4 		$3.95M Buy
35,835
+1,295
+4% +$140K 0.01% 816
2024
Q3 		$3.66M Buy
34,540
+25,539
+284% +$2.45M 0.01% 837
2024
Q2 		$741K Sell
9,001
-10,981
-55% -$910K ﹤0.01% 1363
2024
Q1 		$2.33M Buy
19,982
+17,976
+896% +$2.2M 0.01% 907
2023
Q4 		$244K Buy
+2,006
New +$236K ﹤0.01% 1624
2023
Q2 		– Sell
-1,849
Closed -$203K – 1769
2023
Q1 		$203K Buy
+1,849
New +$217K ﹤0.01% 1711
2018
Q2 		– Sell
-2,920
Closed -$246K – 553
2018
Q1 		$246K Sell
2,920
-741
-20% -$64.8K 0.02% 470
2017
Q4 		$332K Sell
3,661
-2,236
-38% -$192K 0.02% 417
2017
Q3 		$472K Sell
5,897
-64,839
-92% -$5.05M 0.03% 334
2017
Q2 		$5.1M Buy
+70,736
New +$5.38M 0.43% 50

Other funds holding GL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Cerity Partners's GL Position: Q3 2026 in Review

Cerity Partners increased its Globe Life (GL) stake by 8.6% in Q3 2026, buying an estimated $1.18M and bringing the position to 84,807 shares worth $14M. The position accounts for 0.02% of the portfolio, ranked #628.

Cerity Partners first reported a position in GL in Q2 2017 and has held it in 17 quarters since. 576 funds tracked by Wall St. Rank hold GL as of Q3 2026.

  • Cerity Partners held 84,807 shares of Globe Life worth $14M as of Q3 2026.
  • Cerity Partners bought 6,691 Globe Life shares in Q3 2026, an estimated $1.18M.
  • Globe Life made up 0.02% of Cerity Partners's portfolio in Q3 2026, its #628 holding.
  • Cerity Partners first reported a position in Globe Life in Q2 2017 and has held it in 17 quarters since.
  • 576 funds tracked by Wall St. Rank held Globe Life as of Q3 2026.

Based on Cerity Partners's 13F filing for Q3 2026, filed 13 Nov 2026.