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Ritholtz Wealth Management’s Globe Life GL Stock Holding History

Ritholtz Wealth 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 		$734K Buy
4,109
+2,359
+135% +$369K 0.01% 716
2026
Q1 		$244K Buy
+1,750
New +$247K ﹤0.01% 1066
2025
Q4 		– Sell
-1,575
Closed -$225K – 1143
2025
Q3 		$225K Buy
+1,575
New +$213K ﹤0.01% 939
2024
Q2 		– Sell
-4,231
Closed -$492K – 842
2024
Q1 		$492K Buy
4,231
+62
+1% +$7.59K 0.02% 529
2023
Q4 		$507K Sell
4,169
-1
-0% -$118 0.02% 490
2023
Q3 		$453K Buy
4,170
+1,802
+76% +$201K 0.02% 473
2023
Q2 		$260K Sell
2,368
-139
-6% -$14.9K 0.01% 576
2023
Q1 		$276K Buy
2,507
+229
+10% +$26.9K 0.01% 534
2022
Q4 		$275K Sell
2,278
-14
-0.6% -$1.6K 0.02% 473
2022
Q3 		$229K Buy
+2,292
New +$230K 0.01% 624

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

Ritholtz Wealth Management's GL Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Globe Life (GL) stake by 135% in Q2 2026, buying an estimated $369K and bringing the position to 4,109 shares worth $734K. The position accounts for 0.01% of the portfolio, ranked #716.

Ritholtz Wealth Management first reported a position in GL in Q3 2022 and has held it in 10 quarters since. 701 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Ritholtz Wealth Management held 4,109 shares of Globe Life worth $734K as of Q2 2026.
  • Ritholtz Wealth Management bought 2,359 Globe Life shares in Q2 2026, an estimated $369K.
  • Globe Life made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #716 holding.
  • Ritholtz Wealth Management first reported a position in Globe Life in Q3 2022 and has held it in 10 quarters since.
  • 701 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

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