Osterweis Capital Management’s Globe Life GL Stock Holding History

Osterweis 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
2025 Q2	–	Sell	-10	Closed	-$1.32K	–	348
2025 Q1	$1.32K	Buy	+10	New	+$1.22K	﹤0.01%	209

Other funds holding GL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Norges Bank Oslo, Norway $1T AUM

Osterweis Capital Management's GL Position: Q2 2025 in Review

Osterweis Capital Management sold out of Globe Life (GL) in Q2 2025, closing a stake of 10 shares — an estimated $1.32K sold.

Osterweis Capital Management first reported a position in GL in Q1 2025 and held it in 1 quarter. The position peaked at $1.32K in Q1 2025. 640 funds tracked by Wall St. Rank hold GL as of Q2 2025.

Osterweis Capital Management reported no remaining Globe Life position as of Q2 2025 after selling out during the quarter.
Osterweis Capital Management sold 10 Globe Life shares in Q2 2025, an estimated $1.32K.
Osterweis Capital Management first reported a position in Globe Life in Q1 2025 and held it in 1 quarter.
Osterweis Capital Management's Globe Life position peaked at $1.32K in Q1 2025.
640 funds tracked by Wall St. Rank held Globe Life as of Q2 2025.

Based on Osterweis Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.