Waverly Advisors’s Globe Life GL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.06M | Buy |
7,581
+699
| +10% | +$98.7K | 0.01% | 813 |
|
|
2025
Q4 | $963K | Buy |
6,882
+74
| +1% | +$10K | 0.01% | 780 |
|
|
2025
Q3 | $973K | Sell |
6,808
-1,326
| -16% | -$180K | 0.01% | 648 |
|
|
2025
Q2 | $1.01M | Buy |
8,134
+2,412
| +42% | +$293K | 0.01% | 617 |
|
|
2025
Q1 | $754K | Buy |
5,722
+60
| +1% | +$7.34K | 0.01% | 672 |
|
|
2024
Q4 | $631K | Buy |
5,662
+554
| +11% | +$59.8K | 0.01% | 625 |
|
|
2024
Q3 | $541K | Buy |
5,108
+5
| +0.1% | +$479 | 0.01% | 567 |
|
|
2024
Q2 | $420K | Sell |
5,103
-349
| -6% | -$28.9K | 0.01% | 611 |
|
|
2024
Q1 | $634K | Sell |
5,452
-6
| -0.1% | -$734 | 0.01% | 437 |
|
|
2023
Q4 | $664K | Buy |
5,458
+100
| +2% | +$11.8K | 0.02% | 262 |
|
|
2023
Q3 | $583K | Hold |
5,358
| – | – | 0.03% | 248 |
|
|
2023
Q2 | $587K | Buy |
5,358
+47
| +0.9% | +$5.05K | 0.03% | 230 |
|
|
2023
Q1 | $584K | Sell |
5,311
-353
| -6% | -$41.4K | 0.03% | 176 |
|
|
2022
Q4 | $683K | Buy |
5,664
+2,782
| +97% | +$318K | 0.04% | 149 |
|
|
2022
Q3 | $287K | Sell |
2,882
-432
| -13% | -$43.3K | 0.02% | 197 |
|
|
2022
Q2 | $323K | Sell |
3,314
-22,188
| -87% | -$2.18M | 0.03% | 159 |
|
|
2022
Q1 | $2.57M | Hold |
25,502
| – | – | 0.22% | 42 |
|
|
2021
Q4 | $2.69M | Sell |
25,502
-1,175
| -4% | -$109K | 0.23% | 40 |
|
|
2021
Q3 | $2.49M | Buy |
26,677
+24,041
| +912% | +$2.25M | 0.21% | 43 |
|
|
2021
Q2 | $254K | Hold |
2,636
| – | – | 0.02% | 165 |
|
|
2021
Q1 | $276K | Hold |
2,636
| – | – | 0.03% | 144 |
|
|
2020
Q4 | $244K | Hold |
2,636
| – | – | 0.03% | 134 |
|
|
2020
Q3 | $214K | Hold |
2,636
| – | – | 0.03% | 130 |
|
|
2020
Q2 | $224K | Buy |
+2,636
| New | +$200K | 0.03% | 125 |
|
|
2020
Q1 | – | Sell |
-2,636
| Closed | -$285K | – | 150 |
|
|
2019
Q4 | $285K | Hold |
2,636
| – | – | 0.04% | 113 |
|
|
2019
Q3 | $252K | Hold |
2,636
| – | – | 0.04% | 111 |
|
|
2019
Q2 | $236K | Hold |
2,636
| – | – | 0.04% | 114 |
|
|
2019
Q1 | $216K | Buy |
+2,636
| New | +$216K | 0.03% | 116 |
|
|
2018
Q4 | – | Sell |
-2,636
| Closed | -$229K | – | 151 |
|
|
2018
Q3 | $229K | Hold |
2,636
| – | – | 0.03% | 167 |
|
|
2018
Q2 | $215K | Sell |
2,636
-48
| -2% | -$4.08K | 0.03% | 172 |
|
|
2018
Q1 | $226K | Hold |
2,684
| – | – | 0.04% | 157 |
|
|
2017
Q4 | $243K | Hold |
2,684
| – | – | 0.03% | 211 |
|
|
2017
Q3 | $215K | Hold |
2,684
| – | – | 0.05% | 216 |
|
|
2017
Q2 | $205K | Hold |
2,684
| – | – | 0.05% | 210 |
|
|
2017
Q1 | $207K | Buy |
+2,684
| New | +$204K | 0.05% | 201 |
|
|
2015
Q4 | – | Sell |
-2,769
| Closed | -$156K | – | 233 |
|
|
2015
Q3 | $156K | Hold |
2,769
| – | – | 0.11% | 59 |
|
|
2015
Q2 | $161K | Hold |
2,769
| – | – | 0.1% | 57 |
|
|
2015
Q1 | $152K | Hold |
2,769
| – | – | 0.08% | 53 |
|
|
2014
Q4 | $150K | Buy |
+2,769
| New | +$147K | 0.08% | 60 |
|
Other funds holding GL
VCM
VPM
N
Waverly Advisors's GL Position: Q1 2026 in Review
Waverly Advisors increased its Globe Life (GL) stake by 10% in Q1 2026, buying an estimated $98.7K and bringing the position to 7,581 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #813.
Waverly Advisors first reported a position in GL in Q4 2014 and has held it in 39 quarters since. The position peaked at $2.69M in Q4 2021. 663 funds tracked by Wall St. Rank hold GL as of Q1 2026.
- Waverly Advisors held 7,581 shares of Globe Life worth $1.06M as of Q1 2026.
- Waverly Advisors bought 699 Globe Life shares in Q1 2026, an estimated $98.7K.
- Globe Life made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #813 holding.
- Waverly Advisors first reported a position in Globe Life in Q4 2014 and has held it in 39 quarters since.
- Waverly Advisors's Globe Life position peaked at $2.69M in Q4 2021.
- 663 funds tracked by Wall St. Rank held Globe Life as of Q1 2026.
Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.