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Copeland Capital Management’s Globe Life GL Stock Holding History

Copeland Capital 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
2026
Q1 		– Sell
-168
Closed -$23.5K – 268
2025
Q4 		$23.5K Hold
168
– – ﹤0.01% 235
2025
Q3 		$24K Hold
168
– – ﹤0.01% 228
2025
Q2 		$20.9K Hold
168
– – ﹤0.01% 221
2025
Q1 		$22.1K Sell
168
-28
-14% -$3.43K ﹤0.01% 221
2024
Q4 		$21.9K Buy
196
+168
+600% +$18.1K ﹤0.01% 219
2024
Q3 		$2.96K Buy
+28
New +$2.69K ﹤0.01% 259
2024
Q2 		– Sell
-208,525
Closed -$24.3M – 187
2024
Q1 		$24.3M Buy
208,525
+7,416
+4% +$907K 0.44% 81
2023
Q4 		$24.5M Sell
201,109
-10,759
-5% -$1.26M 0.49% 77
2023
Q3 		$23M Buy
211,868
+2,145
+1% +$240K 0.5% 76
2023
Q2 		$23M Buy
209,723
+15,819
+8% +$1.7M 0.47% 76
2023
Q1 		$21.3M Buy
193,904
+113
+0.1% +$13.3K 0.5% 71
2022
Q4 		$23.4M Buy
193,791
+48,269
+33% +$5.52M 0.62% 66
2022
Q3 		$14.5M Sell
145,522
-1,645
-1% -$165K 0.48% 78
2022
Q2 		$14.3M Buy
147,167
+63
+0% +$6.18K 0.45% 81
2022
Q1 		$14.8M Sell
147,104
-1,420
-1% -$144K 0.41% 81
2021
Q4 		$13.9M Sell
148,524
-1,872
-1% -$173K 0.36% 85
2021
Q3 		$13.4M Buy
150,396
+4,892
+3% +$457K 0.38% 82
2021
Q2 		$13.9M Sell
145,504
-7,443
-5% -$762K 0.42% 80
2021
Q1 		$14.8M Buy
152,947
+44,945
+42% +$4.31M 0.46% 76
2020
Q4 		$10.3M Sell
108,002
-8,848
-8% -$788K 0.4% 78
2020
Q3 		$9.34M Sell
116,850
-3,139
-3% -$251K 0.41% 74
2020
Q2 		$8.91M Buy
119,989
+33,401
+39% +$2.53M 0.46% 74
2020
Q1 		$6.23M Buy
86,588
+86,571
+509,241% +$8.16M 0.38% 74
2019
Q4 		$2K Hold
17
– – ﹤0.01% 248
2019
Q3 		$2K Hold
17
– – ﹤0.01% 240
2019
Q2 		$2K Hold
17
– – ﹤0.01% 242
2019
Q1 		$1K Hold
17
– – ﹤0.01% 252
2018
Q4 		$1K Buy
+17
New +$1.41K ﹤0.01% 261

Other funds holding GL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Copeland Capital Management's GL Position: Q1 2026 in Review

Copeland Capital Management sold out of Globe Life (GL) in Q1 2026, closing a stake of 168 shares — an estimated $23.5K sold.

Copeland Capital Management first reported a position in GL in Q4 2018 and held it in 28 quarters. The position peaked at $24.5M in Q4 2023. 664 funds tracked by Wall St. Rank hold GL as of Q1 2026.

  • Copeland Capital Management reported no remaining Globe Life position as of Q1 2026 after selling out during the quarter.
  • Copeland Capital Management sold 168 Globe Life shares in Q1 2026, an estimated $23.5K.
  • Copeland Capital Management first reported a position in Globe Life in Q4 2018 and held it in 28 quarters.
  • Copeland Capital Management's Globe Life position peaked at $24.5M in Q4 2023.
  • 664 funds tracked by Wall St. Rank held Globe Life as of Q1 2026.

Based on Copeland Capital Management's 13F filing for Q1 2026, filed 6 May 2026.