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Congress Wealth Management’s Globe Life GL Stock Holding History

Congress Wealth Management’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
Q2 		$442K Buy
3,554
+54
+2% +$6.56K ﹤0.01% 961
2025
Q1 		$461K Sell
3,500
-13
-0.4% -$1.59K 0.01% 837
2024
Q4 		$392K Buy
+3,513
New +$379K 0.01% 698

Other funds holding GL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Congress Wealth Management's GL Position: Q2 2025 in Review

Congress Wealth Management increased its Globe Life (GL) stake by 1.5% in Q2 2025, buying an estimated $6.56K and bringing the position to 3,554 shares worth $442K. The position accounts for ﹤0.01% of the portfolio, ranked #961.

Congress Wealth Management first reported a position in GL in Q4 2024 and has held it in 3 quarters since. The position peaked at $461K in Q1 2025. 640 funds tracked by Wall St. Rank hold GL as of Q2 2025.

  • Congress Wealth Management held 3,554 shares of Globe Life worth $442K as of Q2 2025.
  • Congress Wealth Management bought 54 Globe Life shares in Q2 2025, an estimated $6.56K.
  • Globe Life made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #961 holding.
  • Congress Wealth Management first reported a position in Globe Life in Q4 2024 and has held it in 3 quarters since.
  • Congress Wealth Management's Globe Life position peaked at $461K in Q1 2025.
  • 640 funds tracked by Wall St. Rank held Globe Life as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.