Mackenzie Financial
GL icon

Mackenzie Financial’s Globe Life GL Stock Holding History

Mackenzie Financial’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 		$515K Sell
2,882
-193
-6% -$30.2K ﹤0.01% 1315
2026
Q1 		$428K Sell
3,075
-13,160
-81% -$1.86M ﹤0.01% 1240
2025
Q4 		$2.29M Buy
16,235
+808
+5% +$109K ﹤0.01% 819
2025
Q3 		$2.21M Buy
15,427
+6,800
+79% +$921K ﹤0.01% 810
2025
Q2 		$1.07M Buy
8,627
+5,724
+197% +$695K ﹤0.01% 992
2025
Q1 		$382K Sell
2,903
-20
-0.7% -$2.45K ﹤0.01% 1293
2024
Q4 		$326K Sell
2,923
-10
-0.3% -$1.08K ﹤0.01% 1347
2024
Q3 		$311K Hold
2,933
– – ﹤0.01% 1167
2024
Q2 		$241K Sell
2,933
-21,658
-88% -$1.79M ﹤0.01% 1264
2024
Q1 		$2.86M Buy
24,591
+3,837
+18% +$470K ﹤0.01% 663
2023
Q4 		$2.53M Sell
20,754
-3,145
-13% -$370K ﹤0.01% 684
2023
Q3 		$2.59M Buy
23,899
+5,728
+32% +$640K ﹤0.01% 659
2023
Q2 		$2M Buy
18,171
+9,391
+107% +$1.01M ﹤0.01% 724
2023
Q1 		$966K Sell
8,780
-10,070
-53% -$1.18M ﹤0.01% 864
2022
Q4 		$2.27M Buy
18,850
+9,856
+110% +$1.13M ﹤0.01% 654
2022
Q3 		$897K Sell
8,994
-1,119
-11% -$112K ﹤0.01% 838
2022
Q2 		$986K Buy
+10,113
New +$991K ﹤0.01% 842
2021
Q2 		– Sell
-10,014
Closed -$968K – 1253
2021
Q1 		$968K Buy
+10,014
New +$959K ﹤0.01% 818
2019
Q4 		– Sell
-25,560
Closed -$2.45M – 1110
2019
Q3 		$2.45M Buy
+25,560
New +$2.32M 0.01% 580
2019
Q2 		– Sell
-52,295
Closed -$4.29M – 1158
2019
Q1 		$4.29M Sell
52,295
-20,565
-28% -$1.68M 0.01% 573
2018
Q4 		$5.43M Sell
72,860
-53,500
-42% -$4.45M 0.01% 486
2018
Q3 		$11M Hold
126,360
– – 0.03% 317
2018
Q2 		$10.3M Buy
126,360
+29,200
+30% +$2.48M 0.03% 320
2018
Q1 		$8.18M Buy
+97,160
New +$8.5M 0.02% 368

Other funds holding GL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Mackenzie Financial's GL Position: Q2 2026 in Review

Mackenzie Financial reduced its Globe Life (GL) stake by 6.3% in Q2 2026, selling an estimated $30.2K and leaving 2,882 shares worth $515K. The position accounts for ﹤0.01% of the portfolio, ranked #1315.

Mackenzie Financial first reported a position in GL in Q1 2018 and has held it in 24 quarters since. The position peaked at $11M in Q3 2018. 701 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Mackenzie Financial held 2,882 shares of Globe Life worth $515K as of Q2 2026.
  • Mackenzie Financial sold 193 Globe Life shares in Q2 2026, an estimated $30.2K.
  • Globe Life made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1315 holding.
  • Mackenzie Financial first reported a position in Globe Life in Q1 2018 and has held it in 24 quarters since.
  • Mackenzie Financial's Globe Life position peaked at $11M in Q3 2018.
  • 701 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.