MV Capital Management’s Globe Life GL Stock Holding History

MV 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	$7.79K	Buy	56 +1	+2%	+$141	﹤0.01%	560
2025 Q4	$7.69K	Hold	55	–	–	﹤0.01%	558
2025 Q3	$7.86K	Hold	55	–	–	﹤0.01%	553
2025 Q2	$6.84K	Sell	55 -7	-11%	-$850	﹤0.01%	573
2025 Q1	$8.17K	Hold	62	–	–	﹤0.01%	547
2024 Q4	$6.92K	Sell	62 -3	-5%	-$324	﹤0.01%	569
2024 Q3	$6.88K	Buy	65 +36	+124%	+$3.45K	﹤0.01%	586
2024 Q2	$2.39K	Sell	29 -14	-33%	-$1.16K	﹤0.01%	652
2024 Q1	$5K	Hold	43	–	–	﹤0.01%	605
2023 Q4	$5.23K	Hold	43	–	–	﹤0.01%	595
2023 Q3	$4.68K	Hold	43	–	–	﹤0.01%	593
2023 Q2	$4.71K	Sell	43 -3	-7%	-$322	﹤0.01%	599
2023 Q1	$5.06K	Buy	46 +7	+18%	+$822	﹤0.01%	595
2022 Q4	$4.7K	Hold	39	–	–	﹤0.01%	562
2022 Q3	$4K	Hold	39	–	–	﹤0.01%	570
2022 Q2	$4K	Buy	39 +2	+5%	+$196	﹤0.01%	578
2022 Q1	$4K	Buy	37 +4	+12%	+$406	﹤0.01%	613
2021 Q4	$3K	Buy	33 +27	+450%	+$2.5K	﹤0.01%	638
2021 Q3	$1K	Buy	+6	New	+$561	﹤0.01%	695

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