Globe Life Inc.
US ˙ NYSE ˙ US37959E1029

SecurityGL / Globe Life Inc.
InstitutionHB Wealth Management, LLC
Latest Disclosed Ownership4,740 shares
Latest Disclosed Value $ 659,667
HB Wealth Management, LLC reports 14.74% increase in ownership of GL / Globe Life Inc.

On April 27, 2026 - HB Wealth Management, LLC filed a 13F-HR form disclosing ownership of 4,740 shares of Globe Life Inc. (US:GL) valued at $659,666 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 4,131 shares of Globe Life Inc.. This represents a change in shares of 14.74% during the quarter. The current value of the position is $754,513 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)
2026-04-27 2026-03-31 13F GLOBE LIFE COM 37959E102 4,740 609 14.74 660 14.21 0.0043
2026-01-28 2025-12-31 13F GLOBE LIFE COM 37959E102 4,131 -230 -5.27 578 -7.38 0.0037
2025-10-23 2025-09-30 13F GLOBE LIFE COM 37959E102 4,361 670 18.15 623 36.03 0.0042
2025-07-17 2025-06-30 13F GLOBE LIFE COM 37959E102 3,691 -279 -7.03 459 -12.26 0.0036
2025-05-07 2025-03-31 13F GLOBE LIFE COM 37959E102 3,970 877 28.35 523 51.74 0.0044
2025-01-15 2024-12-31 13F GLOBE LIFE COM 37959E102 3,093 1,023 49.42 345 57.08 0.0035
2024-10-15 2024-09-30 13F GLOBE LIFE COM 37959E102 2,070 2,070 219 0.0024
2024-07-26 2024-06-30 13F GLOBE LIFE COM 37959E102 0 -1,798 -100.00 0 -100.00
2024-04-30 2024-03-31 13F GLOBE LIFE COM 37959E102 1,798 16 0.90 209 -3.24 0.0026
2024-01-16 2023-12-31 13F GLOBE LIFE COM 37959E102 1,782 1,782 217 0.0031
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.