Diversified Trust’s Globe Life GL Stock Holding History

Diversified Trust’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	$584K	Buy	3,269 +20	+0.6%	+$3.13K	0.01%	713
2026 Q1	$452K	Buy	3,249 +11	+0.3%	+$1.55K	0.01%	719
2025 Q4	$453K	Sell	3,238 -10	-0.3%	-$1.35K	0.01%	690
2025 Q3	$464K	Sell	3,248 -42	-1%	-$5.69K	0.01%	661
2025 Q2	$409K	Sell	3,290 -161	-5%	-$19.5K	0.01%	659
2025 Q1	$455K	Buy	3,451 +257	+8%	+$31.4K	0.01%	605
2024 Q4	$356K	Buy	+3,194	New	+$345K	0.01%	693
2021 Q2	–	Sell	-6,335	Closed	-$612K	–	832
2021 Q1	$612K	Buy	+6,335	New	+$607K	0.02%	319
2020 Q1	–	Sell	-2,526	Closed	-$266K	–	448
2019 Q4	$266K	Buy	+2,526	New	+$252K	0.01%	364

Other funds holding GL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

STA

Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return

Diversified Trust's GL Position: Q2 2026 in Review

Diversified Trust increased its Globe Life (GL) stake by 0.62% in Q2 2026, buying an estimated $3.13K and bringing the position to 3,269 shares worth $584K. The position accounts for 0.01% of the portfolio, ranked #713.

Diversified Trust first reported a position in GL in Q4 2019 and has held it in 9 quarters since. The position peaked at $612K in Q1 2021. 128 funds tracked by Wall St. Rank hold GL as of Q2 2026.

Diversified Trust held 3,269 shares of Globe Life worth $584K as of Q2 2026.
Diversified Trust bought 20 Globe Life shares in Q2 2026, an estimated $3.13K.
Globe Life made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #713 holding.
Diversified Trust first reported a position in Globe Life in Q4 2019 and has held it in 9 quarters since.
Diversified Trust's Globe Life position peaked at $612K in Q1 2021.
128 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.