Hayek Kallen Investment Management’s Globe Life GL Stock Holding History

Hayek Kallen Investment 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	$477K	Buy	+3,425	New	+$484K	0.16%	67
2025 Q4	–	Sell	-3,425	Closed	-$490K	–	122
2025 Q3	$490K	Hold	3,425	–	–	0.15%	69
2025 Q2	$426K	Hold	3,425	–	–	0.14%	73
2025 Q1	$451K	Hold	3,425	–	–	0.17%	67
2024 Q4	$382K	Sell	3,425 -13	-0.4%	-$1.4K	0.14%	71
2024 Q3	$364K	Hold	3,438	–	–	0.13%	73
2024 Q2	$283K	Hold	3,438	–	–	0.11%	79
2024 Q1	$400K	Hold	3,438	–	–	0.15%	68
2023 Q4	$418K	Sell	3,438 -19	-0.5%	-$2.23K	0.17%	66
2023 Q3	$376K	Hold	3,457	–	–	0.17%	64
2023 Q2	$379K	Hold	3,457	–	–	0.16%	64
2023 Q1	$380K	Sell	3,457 -355	-9%	-$41.7K	0.17%	64
2022 Q4	$460K	Sell	3,812 -26	-0.7%	-$2.97K	0.21%	62
2022 Q3	$383K	Sell	3,838 -500	-12%	-$50.2K	0.18%	68
2022 Q2	$423K	Sell	4,338 -200	-4%	-$19.6K	0.18%	66
2022 Q1	$457K	Sell	4,538 -1,225	-21%	-$124K	0.17%	70
2021 Q4	$540K	Sell	5,763 -38	-0.7%	-$3.51K	0.19%	65
2021 Q3	$516K	Hold	5,801	–	–	0.24%	56
2021 Q2	$553K	Sell	5,801 -475	-8%	-$48.6K	0.23%	57
2021 Q1	$606K	Hold	6,276	–	–	0.27%	56
2020 Q4	$596K	Sell	6,276 -231	-4%	-$20.6K	0.29%	53
2020 Q3	$520K	Hold	6,507	–	–	0.29%	50
2020 Q2	$483K	Hold	6,507	–	–	0.27%	53
2020 Q1	$468K	Sell	6,507 -502	-7%	-$47.3K	0.31%	52
2019 Q4	$738K	Sell	7,009 -28	-0.4%	-$2.79K	0.43%	48
2019 Q3	$674K	Sell	7,037 -1,650	-19%	-$150K	0.42%	48
2019 Q2	$777K	Hold	8,687	–	–	0.49%	46
2019 Q1	$712K	Sell	8,687 -250	-3%	-$20.4K	0.46%	45
2018 Q4	$666K	Sell	8,937 -38	-0.4%	-$3.16K	0.48%	46
2018 Q3	$778K	Hold	8,975	–	–	0.5%	45
2018 Q2	$731K	Hold	8,975	–	–	0.51%	46
2018 Q1	$755K	Buy	8,975 +750	+9%	+$65.6K	0.52%	43
2017 Q4	$746K	Sell	8,225 -61	-0.7%	-$5.24K	0.49%	43
2017 Q3	$664K	Hold	8,286	–	–	0.45%	44
2017 Q2	$634K	Sell	8,286 -500	-6%	-$38K	0.43%	45
2017 Q1	$677K	Sell	8,786 -200	-2%	-$15.2K	0.47%	44
2016 Q4	$663K	Hold	8,986	–	–	0.48%	42
2016 Q3	$574K	Sell	8,986 -74	-0.8%	-$4.65K	0.41%	45
2016 Q2	$560K	Hold	9,060	–	–	0.4%	43
2016 Q1	$491K	Sell	9,060 -600	-6%	-$32K	0.36%	44
2015 Q4	$552K	Sell	9,660 -80	-0.8%	-$4.68K	0.42%	41
2015 Q3	$549K	Sell	9,740 -500	-5%	-$29.7K	0.43%	43
2015 Q2	$596K	Buy	10,240 +1,404	+16%	+$80.1K	0.45%	44
2015 Q1	$485K	Hold	8,836	–	–	0.36%	46
2014 Q4	$479K	Sell	8,836 -26	-0.3%	-$1.38K	0.35%	47
2014 Q3	$464K	Sell	8,862 -252	-3%	-$13.6K	0.35%	44
2014 Q2	$498K	Hold	9,114	–	–	0.38%	45
2014 Q1	$478K	Sell	9,114 -1,200	-12%	-$61.6K	0.38%	45
2013 Q4	$537K	Sell	10,314 -300	-3%	-$15K	0.42%	47
2013 Q3	$512K	Sell	10,614 -84	-0.8%	-$3.95K	0.42%	46
2013 Q2	$465K	Buy	+10,698	New	+$447K	0.39%	46

Other funds holding GL

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Hayek Kallen Investment Management's GL Position: Q1 2026 in Review

Hayek Kallen Investment Management opened a new position in Globe Life (GL) in Q1 2026: 3,425 shares worth $477K. The stake represents 0.16% of the portfolio and ranks #67 among its holdings. This is a return to the name: Hayek Kallen Investment Management previously reported a position in GL as recently as Q3 2025.

Hayek Kallen Investment Management first reported a position in GL in Q2 2013 and has held it in 51 quarters since. The position peaked at $778K in Q3 2018. 664 funds tracked by Wall St. Rank hold GL as of Q1 2026.

Hayek Kallen Investment Management held 3,425 shares of Globe Life worth $477K as of Q1 2026.
Globe Life was a new Hayek Kallen Investment Management position in Q1 2026.
Globe Life made up 0.16% of Hayek Kallen Investment Management's portfolio in Q1 2026, its #67 holding.
Hayek Kallen Investment Management first reported a position in Globe Life in Q2 2013 and has held it in 51 quarters since.
Hayek Kallen Investment Management's Globe Life position peaked at $778K in Q3 2018.
664 funds tracked by Wall St. Rank held Globe Life as of Q1 2026.

Based on Hayek Kallen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.