IEQ Capital’s Globe Life GL Stock Holding History

IEQ Capital’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	$16.6M	Buy	119,345 +13,215	+12%	+$1.87M	0.08%	251
2025 Q4	$14.8M	Sell	106,130 -16,267	-13%	-$2.2M	0.04%	256
2025 Q3	$17.5M	Buy	122,397 +7,578	+7%	+$1.03M	0.05%	198
2025 Q2	$14.3M	Buy	114,819 +54,339	+90%	+$6.6M	0.09%	174
2025 Q1	$7.97M	Buy	60,480 +23,553	+64%	+$2.88M	0.06%	233
2024 Q4	$4.12M	Buy	36,927 +18,720	+103%	+$2.02M	0.04%	312
2024 Q3	$1.93M	Buy	18,207 +6,985	+62%	+$670K	0.02%	385
2024 Q2	$923K	Buy	11,222 +9,241	+466%	+$765K	0.01%	497
2024 Q1	$231K	Buy	+1,981	New	+$242K	﹤0.01%	844
2023 Q4	–	Sell	-2,215	Closed	-$241K	–	958
2023 Q3	$241K	Buy	+2,215	New	+$247K	﹤0.01%	786
2023 Q2	–	Sell	-1,844	Closed	-$203K	–	931
2023 Q1	$203K	Buy	+1,844	New	+$216K	﹤0.01%	822

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

IEQ Capital's GL Position: Q1 2026 in Review

IEQ Capital increased its Globe Life (GL) stake by 12% in Q1 2026, buying an estimated $1.87M and bringing the position to 119,345 shares worth $16.6M. The position accounts for 0.08% of the portfolio, ranked #251.

IEQ Capital first reported a position in GL in Q1 2023 and has held it in 11 quarters since. The position peaked at $17.5M in Q3 2025. 663 funds tracked by Wall St. Rank hold GL as of Q1 2026.

IEQ Capital held 119,345 shares of Globe Life worth $16.6M as of Q1 2026.
IEQ Capital bought 13,215 Globe Life shares in Q1 2026, an estimated $1.87M.
Globe Life made up 0.08% of IEQ Capital's portfolio in Q1 2026, its #251 holding.
IEQ Capital first reported a position in Globe Life in Q1 2023 and has held it in 11 quarters since.
IEQ Capital's Globe Life position peaked at $17.5M in Q3 2025.
663 funds tracked by Wall St. Rank held Globe Life as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.