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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Ritholtz Wealth Management's GL Position: Q1 2026 in Review

Ritholtz Wealth Management opened a new position in Globe Life (GL) in Q1 2026: 1,750 shares worth $244K. The stake represents ﹤0.01% of the portfolio and ranks #1066 among its holdings. This is a return to the name: Ritholtz Wealth Management previously reported a position in GL as recently as Q3 2025.

Ritholtz Wealth Management first reported a position in GL in Q3 2022 and has held it in 9 quarters since. The position peaked at $507K in Q4 2023. 663 funds tracked by Wall St. Rank hold GL as of Q1 2026.

Ritholtz Wealth Management held 1,750 shares of Globe Life worth $244K as of Q1 2026.
Globe Life was a new Ritholtz Wealth Management position in Q1 2026.
Globe Life made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #1066 holding.
Ritholtz Wealth Management first reported a position in Globe Life in Q3 2022 and has held it in 9 quarters since.
Ritholtz Wealth Management's Globe Life position peaked at $507K in Q4 2023.
663 funds tracked by Wall St. Rank held Globe Life as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.