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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
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 $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 Trail Advisors's GL Position: Q1 2026 in Review

Summit Trail Advisors increased its Globe Life (GL) stake by 26% in Q1 2026, buying an estimated $297K and bringing the position to 10,076 shares worth $1.4M. The position accounts for 0.02% of the portfolio, ranked #761.

Summit Trail Advisors first reported a position in GL in Q4 2017 and has held it in 6 quarters since. 663 funds tracked by Wall St. Rank hold GL as of Q1 2026.

  • Summit Trail Advisors held 10,076 shares of Globe Life worth $1.4M as of Q1 2026.
  • Summit Trail Advisors bought 2,105 Globe Life shares in Q1 2026, an estimated $297K.
  • Globe Life made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #761 holding.
  • Summit Trail Advisors first reported a position in Globe Life in Q4 2017 and has held it in 6 quarters since.
  • 663 funds tracked by Wall St. Rank held Globe Life as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.