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Summit Securities Group’s Globe Life GL Stock Holding History

Summit Securities 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
Q1 		– Sell
-15,000
Closed -$1.67M – 910
2024
Q4 		$1.67M Hold
15,000
– – 0.34% 53
2024
Q3 		$1.59M Hold
15,000
– – 0.42% 37
2024
Q2 		$1.23M Buy
+15,000
New +$1.24M 0.23% 58

Other funds holding GL

BlackRock
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
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
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Summit Securities Group's GL Position: Q1 2026 in Review

Summit Securities Group reduced its Globe Life (GL) stake by 97% in Q1 2026, selling an estimated $57.7K and leaving 13 shares worth $1.81K. The position accounts for ﹤0.01% of the portfolio, ranked #952.

Summit Securities Group first reported a position in GL in Q1 2022 and has held it in 14 quarters since. The position peaked at $562K in Q3 2022. 663 funds tracked by Wall St. Rank hold GL as of Q1 2026.

  • Summit Securities Group held 13 shares of Globe Life worth $1.81K as of Q1 2026.
  • Summit Securities Group sold 409 Globe Life shares in Q1 2026, an estimated $57.7K.
  • Globe Life made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #952 holding.
  • Summit Securities Group first reported a position in Globe Life in Q1 2022 and has held it in 14 quarters since.
  • Summit Securities Group's Globe Life position peaked at $562K in Q3 2022.
  • 663 funds tracked by Wall St. Rank held Globe Life as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.