Laird Norton Wetherby Wealth Management’s Globe Life GL Stock Holding History

Laird Norton Wetherby Wealth 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 Q3	$646K	Buy	4,518 +99	+2%	+$13.4K	0.03%	487
2025 Q2	$549K	Buy	+4,419	New	+$536K	0.02%	528
2024 Q4	$446K	Sell	3,999 -535	-12%	-$57.7K	0.02%	569
2024 Q3	$480K	Sell	4,534 -9,252	-67%	-$887K	0.02%	575
2024 Q2	$1.13M	Buy	13,786 +9,481	+220%	+$785K	0.05%	314
2024 Q1	$501K	Buy	4,305 +30	+0.7%	+$3.67K	0.02%	554
2023 Q4	$520K	Buy	4,275 +145	+4%	+$17K	0.03%	530
2023 Q3	$449K	Sell	4,130 -18	-0.4%	-$2.01K	0.03%	557
2023 Q2	$455K	Sell	4,148 -75	-2%	-$8.06K	0.02%	572
2023 Q1	$465K	Buy	4,223 +66	+2%	+$7.75K	0.03%	560
2022 Q4	$501K	Sell	4,157 -9,394	-69%	-$1.07M	0.03%	515
2022 Q3	$1.35M	Sell	13,551 -175	-1%	-$17.6K	0.1%	221
2022 Q2	$1.34M	Buy	13,726 +52	+0.4%	+$5.1K	0.09%	229
2022 Q1	$1.38M	Sell	13,674 -19	-0.1%	-$1.93K	0.08%	240
2021 Q4	$1.28M	Buy	13,693 +59	+0.4%	+$5.46K	0.07%	257
2021 Q3	$1.21M	Buy	13,634 +20	+0.1%	+$1.87K	0.07%	252
2021 Q2	$1.3M	Buy	13,614 +9,340	+219%	+$956K	0.08%	237
2021 Q1	$413K	Hold	4,274	–	–	0.03%	505
2020 Q4	$406K	Sell	4,274 -23	-0.5%	-$2.05K	0.03%	531
2020 Q3	$343K	Sell	4,297 -111	-3%	-$8.86K	0.03%	486
2020 Q2	$327K	Sell	4,408 -577	-12%	-$43.8K	0.03%	481
2020 Q1	$359K	Buy	4,985 +562	+13%	+$53K	0.04%	400
2019 Q4	$466K	Sell	4,423 -101	-2%	-$10.1K	0.05%	428
2019 Q3	$433K	Hold	4,524	–	–	0.05%	443
2019 Q2	$405K	Buy	4,524 +76	+2%	+$6.63K	0.04%	447
2019 Q1	$365K	Hold	4,448	–	–	0.05%	450
2018 Q4	$332K	Sell	4,448 -2	-0%	-$166	0.05%	432
2018 Q3	$386K	Buy	4,450 +41	+0.9%	+$3.54K	0.05%	429
2018 Q2	$359K	Buy	4,409 +49	+1%	+$4.16K	0.05%	424
2018 Q1	$367K	Sell	4,360 -22	-0.5%	-$1.92K	0.05%	431
2017 Q4	$397K	Buy	4,382 +13	+0.3%	+$1.12K	0.06%	408
2017 Q3	$350K	Buy	4,369 +23	+0.5%	+$1.79K	0.05%	420
2017 Q2	$332K	Buy	4,346 +27	+0.6%	+$2.05K	0.06%	404
2017 Q1	$333K	Hold	4,319	–	–	0.06%	398
2016 Q4	$319K	Sell	4,319 -92	-2%	-$6.31K	0.06%	395
2016 Q3	$282K	Buy	4,411 +72	+2%	+$4.53K	0.06%	395
2016 Q2	$268K	Buy	4,339 +134	+3%	+$7.83K	0.06%	382
2016 Q1	$228K	Buy	4,205 +69	+2%	+$3.67K	0.05%	399
2015 Q4	$236K	Hold	4,136	–	–	0.06%	384
2015 Q3	$233K	Buy	4,136 +50	+1%	+$2.97K	0.06%	380
2015 Q2	$238K	Hold	4,086	–	–	0.06%	385
2015 Q1	$224K	Hold	4,086	–	–	0.05%	404
2014 Q4	$221K	Hold	4,086	–	–	0.06%	390
2014 Q3	$214K	Sell	4,086 -65	-2%	-$3.51K	0.06%	390
2014 Q2	$227K	Sell	4,151 -84	-2%	-$4.5K	0.06%	368
2014 Q1	$222K	Hold	4,235	–	–	0.06%	370
2013 Q4	$221K	Sell	4,235 -324	-7%	-$16.2K	0.06%	374
2013 Q3	$220K	Buy	+4,559	New	+$214K	0.07%	355

Other funds holding GL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's GL Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its Globe Life (GL) stake by 2.2% in Q3 2025, buying an estimated $13.4K and bringing the position to 4,518 shares worth $646K. The position accounts for 0.03% of the portfolio, ranked #487.

Laird Norton Wetherby Wealth Management first reported a position in GL in Q3 2013 and has held it in 48 quarters since. The position peaked at $1.38M in Q1 2022. 674 funds tracked by Wall St. Rank hold GL as of Q3 2025.

Laird Norton Wetherby Wealth Management held 4,518 shares of Globe Life worth $646K as of Q3 2025.
Laird Norton Wetherby Wealth Management bought 99 Globe Life shares in Q3 2025, an estimated $13.4K.
Globe Life made up 0.03% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #487 holding.
Laird Norton Wetherby Wealth Management first reported a position in Globe Life in Q3 2013 and has held it in 48 quarters since.
Laird Norton Wetherby Wealth Management's Globe Life position peaked at $1.38M in Q1 2022.
674 funds tracked by Wall St. Rank held Globe Life as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.