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Venturi Wealth Management’s Globe Life GL Stock Holding History

Venturi Wealth 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 		$1.2M Buy
6,699
+12
+0.2% +$1.88K 0.05% 199
2026
Q1 		$931K Buy
6,687
+1,351
+25% +$191K 0.04% 211
2025
Q4 		$746K Buy
5,336
+308
+6% +$41.7K 0.03% 244
2025
Q3 		$719K Sell
5,028
-3,023
-38% -$410K 0.03% 258
2025
Q2 		$1M Sell
8,051
-175
-2% -$21.2K 0.05% 201
2025
Q1 		$1.08M Buy
8,226
+93
+1% +$11.4K 0.06% 193
2024
Q4 		$907K Buy
8,133
+27
+0.3% +$2.91K 0.04% 220
2024
Q3 		$859K Sell
8,106
-405
-5% -$38.8K 0.04% 212
2024
Q2 		$700K Buy
8,511
+1,979
+30% +$164K 0.04% 226
2024
Q1 		$760K Sell
6,532
-1,533
-19% -$188K 0.05% 211
2023
Q4 		$982K Sell
8,065
-1,197
-13% -$141K 0.07% 173
2023
Q3 		$1.01M Sell
9,262
-1,195
-11% -$133K 0.08% 154
2023
Q2 		$1.15M Buy
10,457
+57
+0.5% +$6.13K 0.09% 128
2023
Q1 		$1.14M Sell
10,400
-400
-4% -$47K 0.09% 136
2022
Q4 		$1.3M Hold
10,800
– – 0.11% 117
2022
Q3 		$1.08M Sell
10,800
-600
-5% -$60.2K 0.1% 122
2022
Q2 		$1.11M Hold
11,400
– – 0.1% 124
2022
Q1 		$1.15M Hold
11,400
– – 0.09% 132
2021
Q4 		$1.07M Sell
11,400
-400
-3% -$37K 0.08% 155
2021
Q3 		$1.05M Sell
11,800
-12
-0.1% -$1.12K 0.09% 154
2021
Q2 		$1.13M Buy
+11,812
New +$1.21M 0.1% 143
2021
Q1 		– Sell
-9,312
Closed -$884K – 312
2020
Q4 		$884K Buy
9,312
+3,000
+48% +$267K 0.09% 157
2020
Q3 		$504K Sell
6,312
-9
-0.1% -$718 0.06% 205
2020
Q2 		$469K Buy
6,321
+2,304
+57% +$175K 0.06% 194
2020
Q1 		$289K Sell
4,017
-4,109
-51% -$387K 0.05% 189
2019
Q4 		$855K Buy
8,126
+1,931
+31% +$193K 0.1% 121
2019
Q3 		$593K Buy
+6,195
New +$562K 0.08% 133

Other funds holding GL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
STA
Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Venturi Wealth Management's GL Position: Q2 2026 in Review

Venturi Wealth Management increased its Globe Life (GL) stake by 0.18% in Q2 2026, buying an estimated $1.88K and bringing the position to 6,699 shares worth $1.2M. The position accounts for 0.05% of the portfolio, ranked #199.

Venturi Wealth Management first reported a position in GL in Q3 2019 and has held it in 27 quarters since. The position peaked at $1.3M in Q4 2022. 116 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Venturi Wealth Management held 6,699 shares of Globe Life worth $1.2M as of Q2 2026.
  • Venturi Wealth Management bought 12 Globe Life shares in Q2 2026, an estimated $1.88K.
  • Globe Life made up 0.05% of Venturi Wealth Management's portfolio in Q2 2026, its #199 holding.
  • Venturi Wealth Management first reported a position in Globe Life in Q3 2019 and has held it in 27 quarters since.
  • Venturi Wealth Management's Globe Life position peaked at $1.3M in Q4 2022.
  • 116 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.