CPIG
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Chicago Partners Investment Group’s Globe Life GL Stock Holding History

Chicago Partners Investment Group’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 		$810K Buy
4,732
+180
+4% +$28.2K 0.02% 752
2026
Q1 		$689K Buy
4,552
+1,189
+35% +$168K 0.02% 710
2025
Q4 		$459K Buy
3,363
+45
+1% +$6.1K 0.01% 821
2025
Q3 		$446K Buy
3,318
+285
+9% +$38.6K 0.01% 768
2025
Q2 		$379K Buy
3,033
+964
+47% +$117K 0.01% 726
2025
Q1 		$250K Sell
2,069
-30
-1% -$3.67K 0.01% 763
2024
Q4 		$240K Buy
+2,099
New +$226K 0.01% 747
2018
Q4 		– Sell
-65
Closed -$5K – 560
2018
Q3 		$5K Buy
+65
New +$5.62K ﹤0.01% 911

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

Chicago Partners Investment Group's GL Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Globe Life (GL) stake by 4% in Q2 2026, buying an estimated $28.2K and bringing the position to 4,732 shares worth $810K. The position accounts for 0.02% of the portfolio, ranked #752.

Chicago Partners Investment Group first reported a position in GL in Q3 2018 and has held it in 8 quarters since. 698 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Chicago Partners Investment Group held 4,732 shares of Globe Life worth $810K as of Q2 2026.
  • Chicago Partners Investment Group bought 180 Globe Life shares in Q2 2026, an estimated $28.2K.
  • Globe Life made up 0.02% of Chicago Partners Investment Group's portfolio in Q2 2026, its #752 holding.
  • Chicago Partners Investment Group first reported a position in Globe Life in Q3 2018 and has held it in 8 quarters since.
  • 698 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.