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Stonegate Investment Group’s Globe Life GL Stock Holding History

Stonegate Investment Group’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 		$4.68M Buy
32,719
+1,757
+6% +$238K 0.11% 86
2025
Q2 		$3.85M Sell
30,962
-2,898
-9% -$352K 0.1% 86
2025
Q1 		$4.46M Sell
33,860
-2,356
-7% -$288K 0.12% 72
2024
Q4 		$4.04M Sell
36,216
-400
-1% -$43.2K 0.11% 77
2024
Q3 		$3.88M Sell
36,616
-1,239
-3% -$119K 0.1% 83
2024
Q2 		$3.11M Buy
37,855
+6,694
+21% +$554K 0.09% 90
2024
Q1 		$3.63M Sell
31,161
-2,962
-9% -$362K 0.11% 85
2023
Q4 		$4.15M Buy
34,123
+116
+0.3% +$13.6K 0.14% 72
2023
Q3 		$3.7M Sell
34,007
-464
-1% -$51.8K 0.13% 76
2023
Q2 		$3.78M Sell
34,471
-839
-2% -$90.2K 0.13% 78
2023
Q1 		$3.88M Sell
35,310
-185
-0.5% -$21.7K 0.15% 73
2022
Q4 		$4.28M Sell
35,495
-1,241
-3% -$142K 0.18% 67
2022
Q3 		$3.66M Buy
36,736
+935
+3% +$93.8K 0.17% 75
2022
Q2 		$3.49M Buy
+35,801
New +$3.51M 0.15% 81

Other funds holding GL

Vanguard Group
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

Stonegate Investment Group's GL Position: Q3 2025 in Review

Stonegate Investment Group increased its Globe Life (GL) stake by 5.7% in Q3 2025, buying an estimated $238K and bringing the position to 32,719 shares worth $4.68M. The position accounts for 0.11% of the portfolio, ranked #86.

Stonegate Investment Group first reported a position in GL in Q2 2022 and has held it in 14 quarters since. 672 funds tracked by Wall St. Rank hold GL as of Q3 2025.

  • Stonegate Investment Group held 32,719 shares of Globe Life worth $4.68M as of Q3 2025.
  • Stonegate Investment Group bought 1,757 Globe Life shares in Q3 2025, an estimated $238K.
  • Globe Life made up 0.11% of Stonegate Investment Group's portfolio in Q3 2025, its #86 holding.
  • Stonegate Investment Group first reported a position in Globe Life in Q2 2022 and has held it in 14 quarters since.
  • 672 funds tracked by Wall St. Rank held Globe Life as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.