Cresset Asset Management’s Globe Life GL Stock Holding History

Cresset Asset 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	–	Sell	-1,923	Closed	-$253K	–	1580
2025 Q1	$253K	Buy	+1,923	New	+$235K	﹤0.01%	1407
2024 Q4	–	Sell	-15,992	Closed	-$1.69M	–	1940
2024 Q3	$1.69M	Buy	15,992 +3,975	+33%	+$381K	0.01%	891
2024 Q2	$989K	Buy	12,017 +840	+8%	+$69.6K	﹤0.01%	1070
2024 Q1	$1.3M	Buy	11,177 +276	+3%	+$33.8K	0.01%	863
2023 Q4	$1.33M	Buy	10,901 +238	+2%	+$28K	0.01%	769
2023 Q3	$1.16M	Sell	10,663 -4	-0%	-$447	﹤0.01%	781
2023 Q2	$1.17M	Buy	+10,667	New	+$1.15M	﹤0.01%	867
2021 Q4	–	Sell	-3,110	Closed	-$277K	–	1185
2021 Q3	$277K	Buy	+3,110	New	+$291K	﹤0.01%	882
2019 Q2	–	Sell	-209	Closed	-$17K	–	935
2019 Q1	$17K	Buy	209 +84	+67%	+$6.87K	﹤0.01%	1061
2018 Q4	$9K	Buy	+125	New	+$10.4K	﹤0.01%	875

Other funds holding GL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM