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Summit Trail Advisors’s Globe Life GL Stock Holding History

Summit Trail Advisors’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 		$1.67M Sell
9,319
-757
-8% -$118K 0.02% 720
2026
Q1 		$1.4M Buy
10,076
+2,105
+26% +$297K 0.02% 761
2025
Q4 		$1.11M Buy
7,971
+1,382
+21% +$187K 0.02% 757
2025
Q3 		$942K Buy
6,589
+4,072
+162% +$552K 0.01% 867
2025
Q2 		$313K Buy
+2,517
New +$306K 0.01% 906
2024
Q4 		– Sell
-2,909
Closed -$308K – 529
2024
Q3 		$308K Buy
+2,909
New +$279K 0.01% 535
2018
Q1 		– Sell
-660
Closed -$61K – 905
2017
Q4 		$61K Buy
+660
New +$56.6K 0.01% 769

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

Summit Trail Advisors's GL Position: Q2 2026 in Review

Summit Trail Advisors reduced its Globe Life (GL) stake by 7.5% in Q2 2026, selling an estimated $118K and leaving 9,319 shares worth $1.67M. The position accounts for 0.02% of the portfolio, ranked #720.

Summit Trail Advisors first reported a position in GL in Q4 2017 and has held it in 7 quarters since. 701 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Summit Trail Advisors held 9,319 shares of Globe Life worth $1.67M as of Q2 2026.
  • Summit Trail Advisors sold 757 Globe Life shares in Q2 2026, an estimated $118K.
  • Globe Life made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #720 holding.
  • Summit Trail Advisors first reported a position in Globe Life in Q4 2017 and has held it in 7 quarters since.
  • 701 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.