Globe Life Inc.
US ˙ NYSE ˙ US37959E1029

SecurityGL / Globe Life Inc.
InstitutionCaptrust Financial Advisors
Latest Disclosed Ownership21,334 shares
Latest Disclosed Value $ 2,968,715
Captrust Financial Advisors reports 16.15% increase in ownership of GL / Globe Life Inc.

On May 14, 2026 - Captrust Financial Advisors filed a 13F-HR form disclosing ownership of 21,334 shares of Globe Life Inc. (US:GL) valued at $2,969,053 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 18,367 shares of Globe Life Inc.. This represents a change in shares of 16.15% during the quarter. The current value of the position is $3,292,050 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F GLOBE LIFE INC COM Stock 37959E102 21,334 2,967 16.15 2,969 15.58 0.0052
2026-02-17 2025-12-31 13F GLOBE LIFE INC COM Stock 37959E102 18,367 2,684 17.11 2,569 14.54 0.0049
2025-11-19 2025-09-30 13F GLOBE LIFE INC COM Stock 37959E102 15,683 722 4.83 2,242 20.60 0.0046
2025-08-15 2025-06-30 13F GLOBE LIFE INC COM Stock 37959E102 14,961 3,051 25.62 1,859 18.56 0.0041
2025-05-15 2025-03-31 13F GLOBE LIFE INC COM Stock 37959E102 11,910 64 0.54 1,569 18.70 0.0039
2025-02-14 2024-12-31 13F GLOBE LIFE INC COM Stock 37959E102 11,846 -2,210 -15.72 1,321 -11.22 0.0038
2024-11-14 2024-09-30 13F GLOBE LIFE INC COM Stock 37959E102 14,056 -160,175 -91.93 1,489 -89.62 0.0044
2024-08-15 2024-06-30 13F GLOBE LIFE INC COM Stock 37959E102 174,231 -3,669 -2.06 14,336 -30.76 0.0461
2024-05-15 2024-03-31 13F GLOBE LIFE INC COM Stock 37959E102 177,900 -5,005 -2.74 20,702 -7.01 0.0761
2024-02-14 2023-12-31 13F GLOBE LIFE INC COM Stock 37959E102 182,905 -390 -0.21 22,263 11.71 0.0767
2023-11-15 2023-09-30 13F GLOBE LIFE INC COM Stock 37959E102 183,295 294 0.16 19,930 -0.65 0.0762
2023-08-15 2023-06-30 13F GLOBE LIFE INC COM Stock 37959E102 183,001 164,434 885.63 20,061 882.37 0.0791
2023-05-15 2023-03-31 13F GLOBE LIFE INC COM Stock 37959E102 18,567 1,428 8.33 2,043 -1.16 0.0090
2023-02-15 2022-12-31 13F GLOBE LIFE INC COM Stock 37959E102 17,139 3,704 27.57 2,066 54.29 0.0104
2022-11-16 2022-09-30 13F GLOBE LIFE INC COM Stock 37959E102 13,435 -4,416 -24.74 1,339 -23.05 0.0078
2022-08-23 2022-06-30 13F/A-1 GLOBE LIFE INC COM Common Stock 37959E102 17,851 3,379 23.35 1,740 19.51 0.0112
2022-08-16 2022-06-30 13F GLOBE LIFE INC COM COM 37959E102 20,430 5,958 1,991 0.0144
2022-05-16 2022-03-31 13F GLOBE LIFE COM 37959E102 14,472 3,506 31.97 1,456 41.63 0.0094
2022-02-14 2021-12-31 13F GLOBE LIFE INC COM Common Stock 37959E102 10,966 366 3.45 1,028 8.90 0.0070
2021-11-16 2021-09-30 13F GLOBE LIFE INC COM Common Stock 37959E102 10,600 194 1.86 944 -4.74 0.0078
2021-08-16 2021-06-30 13F GLOBE LIFE INC COM Common Stock 37959E102 10,406 77 0.75 991 -0.70 0.0092
2021-05-17 2021-03-31 13F GLOBE LIFE INC COM Common Stock 37959E102 10,329 2,450 31.10 998 33.42 0.0108
2021-02-16 2020-12-31 13F GLOBE LIFE INC COM Common Stock 37959E102 7,879 -400 -4.83 748 12.14 0.0099
2020-11-17 2020-09-30 13F GLOBE LIFE INC COM Common Stock 37959E102 8,279 4,999 152.41 667 179.08 0.0111
2020-08-14 2020-06-30 13F GLOBE LIFE INC COM Common Stock 37959E102 3,280 -358 -9.84 239 -0.42 0.0039
2020-05-15 2020-03-31 13F GLOBE LIFE INC COM Common Stock 37959E102 3,638 -468 -11.40 240 -44.70 0.0053
2020-02-14 2019-12-31 13F GLOBE LIFE COM 37959E102 4,106 3,233 370.33 434 416.67 0.0068
2019-11-14 2019-09-30 13F GLOBE LIFE INC COM Common Stock 37959E102 873 -17 -1.91 84 5.00 0.0029
2019-08-13 2019-06-30 13F TORCHMARK CORP COM Common Stock 891027104 890 -27 -2.94 80 6.67 0.0030
2019-05-15 2019-03-31 13F TORCHMARK CORP COM Common Stock 891027104 917 307 50.33 75 66.67 0.0030
2019-02-13 2018-12-31 13F TORCHMARK CORP COM Common Stock 891027104 610 610 45 0.0024
2017-11-13 2017-09-30 13F TORCHMARK CORP COM Common Stock 891027104 0 -477 -100.00 0 -100.00
2017-08-10 2017-06-30 13F TORCHMARK CORP COM Common Stock 891027104 477 477 37 0.0032
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.