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Mount Lucas Management’s Globe Life GL Stock Holding History

Mount Lucas 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
Q2 		$2.21M Buy
12,356
+302
+3% +$47.3K 0.79% 31
2026
Q1 		$1.68M Buy
12,054
+6,295
+109% +$889K 0.62% 45
2025
Q4 		$805K Buy
5,759
+53
+0.9% +$7.18K 0.32% 120
2025
Q3 		$816K Sell
5,706
-152
-3% -$20.6K 0.34% 99
2025
Q2 		$728K Buy
+5,858
New +$711K 0.31% 109
2023
Q4 		– Sell
-23,677
Closed -$2.57M – 162
2023
Q3 		$2.57M Sell
23,677
-344
-1% -$38.4K 0.91% 33
2023
Q2 		$2.63M Sell
24,021
-3,465
-13% -$372K 0.88% 39
2023
Q1 		$3.02M Buy
27,486
+1,246
+5% +$146K 0.8% 35
2022
Q4 		$3.16M Buy
+26,240
New +$3M 1.04% 25
2018
Q1 		– Sell
-28,377
Closed -$2.57M – 96
2017
Q4 		$2.57M Sell
28,377
-1,489
-5% -$128K 0.44% 77
2017
Q3 		$2.39M Sell
29,866
-2,094
-7% -$163K 0.43% 86
2017
Q2 		$2.44M Buy
31,960
+135
+0.4% +$10.3K 0.46% 66
2017
Q1 		$2.45M Buy
+31,825
New +$2.42M 0.49% 55
2014
Q3 		– Sell
-63,126
Closed -$3.45M – 100
2014
Q2 		$3.45M Sell
63,126
-9,047
-13% -$484K 0.45% 45
2014
Q1 		$3.79M Sell
72,173
-1,282
-2% -$65.8K 0.52% 39
2013
Q4 		$3.83M Sell
73,455
-2,159
-3% -$108K 0.84% 24
2013
Q3 		$3.65M Buy
+75,614
New +$3.55M 0.8% 30

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

Mount Lucas Management's GL Position: Q2 2026 in Review

Mount Lucas Management increased its Globe Life (GL) stake by 2.5% in Q2 2026, buying an estimated $47.3K and bringing the position to 12,356 shares worth $2.21M. The position accounts for 0.79% of the portfolio, ranked #31.

Mount Lucas Management first reported a position in GL in Q3 2013 and has held it in 17 quarters since. The position peaked at $3.83M in Q4 2013. 700 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Mount Lucas Management held 12,356 shares of Globe Life worth $2.21M as of Q2 2026.
  • Mount Lucas Management bought 302 Globe Life shares in Q2 2026, an estimated $47.3K.
  • Globe Life made up 0.79% of Mount Lucas Management's portfolio in Q2 2026, its #31 holding.
  • Mount Lucas Management first reported a position in Globe Life in Q3 2013 and has held it in 17 quarters since.
  • Mount Lucas Management's Globe Life position peaked at $3.83M in Q4 2013.
  • 700 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Mount Lucas Management's 13F filing for Q2 2026, filed 10 Aug 2026.