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Synergy Asset Management’s Globe Life GL Stock Holding History

Synergy Asset 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
Q2 		$1.71M Sell
9,550
-2,458
-20% -$385K 0.16% 91
2026
Q1 		$1.67M Buy
12,008
+4,391
+58% +$620K 0.18% 87
2025
Q4 		$1.07M Sell
7,617
-92,986
-92% -$12.6M 0.11% 96
2025
Q3 		$14.2M Buy
100,603
+91,642
+1,023% +$12.4M 0.52% 40
2025
Q2 		$1.11M Buy
+8,961
New +$1.09M 0.13% 91

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

Synergy Asset Management's GL Position: Q2 2026 in Review

Synergy Asset Management reduced its Globe Life (GL) stake by 20% in Q2 2026, selling an estimated $385K and leaving 9,550 shares worth $1.71M. The position accounts for 0.16% of the portfolio, ranked #91.

Synergy Asset Management first reported a position in GL in Q2 2025 and has held it in 5 quarters since. The position peaked at $14.2M in Q3 2025. 696 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Synergy Asset Management held 9,550 shares of Globe Life worth $1.71M as of Q2 2026.
  • Synergy Asset Management sold 2,458 Globe Life shares in Q2 2026, an estimated $385K.
  • Globe Life made up 0.16% of Synergy Asset Management's portfolio in Q2 2026, its #91 holding.
  • Synergy Asset Management first reported a position in Globe Life in Q2 2025 and has held it in 5 quarters since.
  • Synergy Asset Management's Globe Life position peaked at $14.2M in Q3 2025.
  • 696 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.