Marble Wealth’s Globe Life GL Stock Holding History

Marble Wealth’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	$1.3M	Buy	7,292 +2	+0%	+$313	0.2%	81
2026 Q1	$1.01M	Sell	7,290 -133	-2%	-$18.8K	0.18%	89
2025 Q4	$1.04M	Buy	+7,423	New	+$1.01M	0.14%	106

Other funds holding GL

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Marble Wealth's GL Position: Q2 2026 in Review

Marble Wealth increased its Globe Life (GL) stake by 0.03% in Q2 2026, buying an estimated $313 and bringing the position to 7,292 shares worth $1.3M. The position accounts for 0.2% of the portfolio, ranked #81.

Marble Wealth first reported a position in GL in Q4 2025 and has held it in 3 quarters since. 700 funds tracked by Wall St. Rank hold GL as of Q2 2026.

Marble Wealth held 7,292 shares of Globe Life worth $1.3M as of Q2 2026.
Marble Wealth bought 2 Globe Life shares in Q2 2026, an estimated $313.
Globe Life made up 0.2% of Marble Wealth's portfolio in Q2 2026, its #81 holding.
Marble Wealth first reported a position in Globe Life in Q4 2025 and has held it in 3 quarters since.
700 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Marble Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.