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Petrus Trust Company’s Globe Life GL Stock Holding History

Petrus Trust Company’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
Q3 		– Sell
-1,620
Closed -$201K – 313
2025
Q2 		$201K Buy
+1,620
New +$197K 0.02% 460
2024
Q2 		– Sell
-6,174
Closed -$718K – 650
2024
Q1 		$718K Buy
6,174
+3,697
+149% +$452K 0.06% 91
2023
Q4 		$302K Hold
2,477
– – 0.03% 441
2023
Q3 		$269K Buy
+2,477
New +$277K 0.03% 428
2021
Q4 		– Sell
-2,720
Closed -$242K – 145
2021
Q3 		$242K Buy
+2,720
New +$254K 0.03% 56

Other funds holding GL

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Petrus Trust Company's GL Position: Q3 2025 in Review

Petrus Trust Company sold out of Globe Life (GL) in Q3 2025, closing a stake of 1,620 shares — an estimated $201K sold.

Petrus Trust Company first reported a position in GL in Q3 2021 and held it in 5 quarters. The position peaked at $718K in Q1 2024. 672 funds tracked by Wall St. Rank hold GL as of Q3 2025.

  • Petrus Trust Company reported no remaining Globe Life position as of Q3 2025 after selling out during the quarter.
  • Petrus Trust Company sold 1,620 Globe Life shares in Q3 2025, an estimated $201K.
  • Petrus Trust Company first reported a position in Globe Life in Q3 2021 and held it in 5 quarters.
  • Petrus Trust Company's Globe Life position peaked at $718K in Q1 2024.
  • 672 funds tracked by Wall St. Rank held Globe Life as of Q3 2025.

Based on Petrus Trust Company's 13F filing for Q3 2025, filed 14 Nov 2025.