TLWM Financial
GL icon

TLWM Financial’s Globe Life GL Stock Holding History

TLWM Financial’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
Q3 		$779K Hold
4,700
– – 0.12% 50
2026
Q2 		$840K Buy
+4,700
New +$736K 0.14% 48

Other funds holding GL

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Pzena Investment Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

TLWM Financial's GL Position: Q3 2026 in Review

TLWM Financial held its Globe Life (GL) position steady in Q3 2026 at 4,700 shares worth $779K. The position accounts for 0.12% of the portfolio, ranked #50.

TLWM Financial first reported a position in GL in Q2 2026 and has held it in 2 quarters since. The position peaked at $840K in Q2 2026. 419 funds tracked by Wall St. Rank hold GL as of Q3 2026.

  • TLWM Financial held 4,700 shares of Globe Life worth $779K as of Q3 2026.
  • TLWM Financial left its Globe Life share count unchanged in Q3 2026.
  • Globe Life made up 0.12% of TLWM Financial's portfolio in Q3 2026, its #50 holding.
  • TLWM Financial first reported a position in Globe Life in Q2 2026 and has held it in 2 quarters since.
  • TLWM Financial's Globe Life position peaked at $840K in Q2 2026.
  • 419 funds tracked by Wall St. Rank held Globe Life as of Q3 2026.

Based on TLWM Financial's 13F filing for Q3 2026, filed 9 Oct 2026.