Williams Jones Wealth Management’s Globe Life GL Stock Holding History

Williams Jones 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	$779K	Buy	4,358 +52	+1%	+$8.14K	0.01%	304
2026 Q1	$599K	Hold	4,306	–	–	0.01%	328
2025 Q4	$602K	Hold	4,306	–	–	0.01%	323
2025 Q3	$616K	Hold	4,306	–	–	0.01%	319
2025 Q2	$535K	Hold	4,306	–	–	0.01%	339
2025 Q1	$567K	Hold	4,306	–	–	0.01%	318
2024 Q4	$480K	Hold	4,306	–	–	0.01%	350
2024 Q3	$456K	Hold	4,306	–	–	0.01%	373
2024 Q2	$354K	Sell	4,306 -761	-15%	-$63K	﹤0.01%	391
2024 Q1	$590K	Hold	5,067	–	–	0.01%	326
2023 Q4	$617K	Hold	5,067	–	–	0.01%	310
2023 Q3	$551K	Hold	5,067	–	–	0.01%	322
2023 Q2	$555K	Hold	5,067	–	–	0.01%	327
2023 Q1	$557K	Hold	5,067	–	–	0.01%	350
2022 Q4	$611K	Sell	5,067 -1	-0%	-$114	0.01%	332
2022 Q3	$505K	Sell	5,068 -5	-0.1%	-$502	0.01%	355
2022 Q2	$494K	Buy	+5,073	New	+$497K	0.01%	362
2021 Q2	–	Sell	-3,672	Closed	-$355K	–	507
2021 Q1	$355K	Hold	3,672	–	–	0.01%	355
2020 Q4	$349K	Hold	3,672	–	–	0.01%	343
2020 Q3	$293K	Hold	3,672	–	–	0.01%	335
2020 Q2	$273K	Hold	3,672	–	–	0.01%	333
2020 Q1	$264K	Hold	3,672	–	–	0.01%	310
2019 Q4	$386K	Hold	3,672	–	–	0.01%	320
2019 Q3	$352K	Buy	+3,672	New	+$333K	0.01%	318

Other funds holding GL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Williams Jones Wealth Management's GL Position: Q2 2026 in Review

Williams Jones Wealth Management increased its Globe Life (GL) stake by 1.2% in Q2 2026, buying an estimated $8.14K and bringing the position to 4,358 shares worth $779K. The position accounts for 0.01% of the portfolio, ranked #304.

Williams Jones Wealth Management first reported a position in GL in Q3 2019 and has held it in 24 quarters since. 308 funds tracked by Wall St. Rank hold GL as of Q2 2026.

Williams Jones Wealth Management held 4,358 shares of Globe Life worth $779K as of Q2 2026.
Williams Jones Wealth Management bought 52 Globe Life shares in Q2 2026, an estimated $8.14K.
Globe Life made up 0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #304 holding.
Williams Jones Wealth Management first reported a position in Globe Life in Q3 2019 and has held it in 24 quarters since.
308 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.