MAI Capital Management’s Globe Life GL Stock Holding History

MAI Capital 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	$1.01M	Buy	7,230 +1,231	+21%	+$174K	0.01%	768
2025 Q4	$839K	Buy	5,999 +2	+0%	+$271	﹤0.01%	792
2025 Q3	$857K	Buy	5,997 +5,915	+7,213%	+$802K	0.01%	755
2025 Q2	$10.2K	Buy	82 +23	+39%	+$2.79K	﹤0.01%	2715
2025 Q1	$7.82K	Hold	59	–	–	﹤0.01%	2584
2024 Q4	$6.61K	Buy	+59	New	+$6.37K	﹤0.01%	2671
2024 Q2	–	Sell	-2,084	Closed	-$243K	–	1275
2024 Q1	$243K	Sell	2,084 -227	-10%	-$27.8K	﹤0.01%	1052
2023 Q4	$281K	Buy	+2,311	New	+$272K	﹤0.01%	894
2023 Q3	–	Sell	-1,837	Closed	-$201K	–	1089
2023 Q2	$201K	Buy	+1,837	New	+$197K	﹤0.01%	964

Other funds holding GL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

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

Dimensional Fund Advisors

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

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