MassMutual Private Wealth & Trust
GL icon

MassMutual Private Wealth & Trust’s Globe Life GL Stock Holding History

MassMutual Private Wealth & Trust’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
Q3 		$26.5K Sell
160
-23
-13% -$4.05K ﹤0.01% 965
2026
Q2 		$32.7K Sell
183
-8
-4% -$1.25K ﹤0.01% 939
2026
Q1 		$26.6K Hold
191
– – ﹤0.01% 990
2025
Q4 		$26.7K Sell
191
-5
-3% -$677 ﹤0.01% 1005
2025
Q3 		$28K Sell
196
-8
-4% -$1.08K ﹤0.01% 984
2025
Q2 		$25.4K Buy
204
+2
+1% +$243 ﹤0.01% 1003
2025
Q1 		$26.6K Buy
202
+12
+6% +$1.47K ﹤0.01% 923
2024
Q4 		$21.2K Sell
190
-34
-15% -$3.67K ﹤0.01% 990
2024
Q3 		$23.7K Buy
224
+18
+9% +$1.73K ﹤0.01% 858
2024
Q2 		$17K Buy
206
+72
+54% +$5.96K ﹤0.01% 902
2024
Q1 		$15.6K Buy
134
+4
+3% +$489 ﹤0.01% 904
2023
Q4 		$15.8K Buy
130
+33
+34% +$3.88K ﹤0.01% 870
2023
Q3 		$10.5K Sell
97
-1
-1% -$112 ﹤0.01% 983
2023
Q2 		$10.7K Sell
98
-26
-21% -$2.79K ﹤0.01% 943
2023
Q1 		$13.6K Buy
124
+27
+28% +$3.17K ﹤0.01% 838
2022
Q4 		$12K Buy
97
+6
+7% +$686 ﹤0.01% 759
2022
Q3 		$9K Buy
91
+3
+3% +$301 ﹤0.01% 779
2022
Q2 		$9K Buy
88
+18
+26% +$1.76K ﹤0.01% 739
2022
Q1 		$7K Buy
70
+7
+11% +$710 ﹤0.01% 830
2021
Q4 		$6K Buy
+63
New +$5.83K ﹤0.01% 851

Other funds holding GL

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

MassMutual Private Wealth & Trust's GL Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its Globe Life (GL) stake by 13% in Q3 2026, selling an estimated $4.05K and leaving 160 shares worth $26.5K. The position accounts for ﹤0.01% of the portfolio, ranked #965.

MassMutual Private Wealth & Trust first reported a position in GL in Q4 2021 and has held it in 20 quarters since. The position peaked at $32.7K in Q2 2026. 403 funds tracked by Wall St. Rank hold GL as of Q3 2026.

  • MassMutual Private Wealth & Trust held 160 shares of Globe Life worth $26.5K as of Q3 2026.
  • MassMutual Private Wealth & Trust sold 23 Globe Life shares in Q3 2026, an estimated $4.05K.
  • Globe Life made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #965 holding.
  • MassMutual Private Wealth & Trust first reported a position in Globe Life in Q4 2021 and has held it in 20 quarters since.
  • MassMutual Private Wealth & Trust's Globe Life position peaked at $32.7K in Q2 2026.
  • 403 funds tracked by Wall St. Rank held Globe Life as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.