Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Globe Life GL Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-4,136
Closed -$591K – 793
2025
Q3 		$591K Buy
4,136
+539
+15% +$73K ﹤0.01% 982
2025
Q2 		$447K Sell
3,597
-12
-0.3% -$1.46K ﹤0.01% 1013
2025
Q1 		$475K Buy
3,609
+105
+3% +$12.8K ﹤0.01% 917
2024
Q4 		$391K Buy
+3,504
New +$378K ﹤0.01% 966

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Dimensional Fund Advisors
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Kovitz Investment Group Partners's GL Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Globe Life (GL) in Q4 2025, closing a stake of 4,136 shares — an estimated $591K sold.

Kovitz Investment Group Partners first reported a position in GL in Q4 2024 and held it in 4 quarters. The position peaked at $591K in Q3 2025. 682 funds tracked by Wall St. Rank hold GL as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Globe Life position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 4,136 Globe Life shares in Q4 2025, an estimated $591K.
  • Kovitz Investment Group Partners first reported a position in Globe Life in Q4 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's Globe Life position peaked at $591K in Q3 2025.
  • 682 funds tracked by Wall St. Rank held Globe Life as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.