Globe Life Inc.
US ˙ NYSE ˙ US37959E1029

SecurityGL / Globe Life Inc.
InstitutionSummit Asset Management, LLC
Latest Disclosed Ownership5,671 shares
Latest Disclosed Value $ 789,264
Summit Asset Management, LLC reports 0.04% increase in ownership of GL / Globe Life Inc.

On May 8, 2026 - Summit Asset Management, LLC filed a 13F-HR form disclosing ownership of 5,671 shares of Globe Life Inc. (US:GL) valued at $789,233 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 5,669 shares of Globe Life Inc.. This represents a change in shares of 0.04% during the quarter. The current value of the position is $902,710 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)
2026-05-08 2026-03-31 13F GLOBE LIFE COM 37959E102 5,671 2 0.04 789 -0.38 0.1098
2026-02-09 2025-12-31 13F GLOBE LIFE COM 37959E102 5,669 -33 -0.58 793 -2.82 0.1122
2025-11-06 2025-09-30 13F GLOBE LIFE COM 37959E102 5,702 -312 -5.19 815 9.10 0.1253
2025-08-07 2025-06-30 13F GLOBE LIFE COM 37959E102 6,014 3 0.05 747 -5.56 0.1218
2025-05-06 2025-03-31 13F GLOBE LIFE COM 37959E102 6,011 -258 -4.12 792 13.16 0.1371
2025-02-04 2024-12-31 13F GLOBE LIFE COM 37959E102 6,269 -3 -0.05 699 5.27 0.1228
2024-11-06 2024-09-30 13F GLOBE LIFE COM 37959E102 6,272 3 0.05 664 28.93 0.1248
2024-08-05 2024-06-30 13F GLOBE LIFE COM 37959E102 6,269 3 0.05 516 -29.36 0.1068
2024-05-06 2024-03-31 13F GLOBE LIFE COM 37959E102 6,266 2 0.03 729 -4.33 0.1564
2024-02-06 2023-12-31 13F GLOBE LIFE COM 37959E102 6,264 2 0.03 762 12.06 0.1824
2023-11-06 2023-09-30 13F GLOBE LIFE COM 37959E102 6,262 3 0.05 681 -0.87 0.1849
2023-08-07 2023-06-30 13F GLOBE LIFE COM 37959E102 6,259 2 0.03 686 -0.29 0.1808
2023-05-12 2023-03-31 13F GLOBE LIFE COM 37959E102 6,257 -653 -9.45 688 -17.41 0.1895
2023-02-13 2022-12-31 13F GLOBE LIFE COM 37959E102 6,910 89 1.30 833 22.50 0.2411
2022-11-07 2022-09-30 13F GLOBE LIFE COM 37959E102 6,821 2 0.03 680 2.26 0.2198
2022-08-10 2022-06-30 13F GLOBE LIFE COM 37959E102 6,819 3 0.04 665 -3.06 0.2058
2022-05-09 2022-03-31 13F GLOBE LIFE COM 37959E102 6,816 2 0.03 686 7.36 0.1969
2022-02-11 2021-12-31 13F GLOBE LIFE COM 37959E102 6,814 -112 -1.62 639 3.57 0.1812
2021-11-08 2021-09-30 13F GLOBE LIFE COM 37959E102 6,926 2 0.03 617 -6.52 0.1933
2021-08-06 2021-06-30 13F GLOBE LIFE COM 37959E102 6,924 2 0.03 660 -1.35 0.2074
2021-05-07 2021-03-31 13F GLOBE LIFE COM 37959E102 6,922 2 0.03 669 1.83 0.2272
2021-02-09 2020-12-31 13F GLOBE LIFE COM 37959E102 6,920 3 0.04 657 18.81 0.2399
2020-11-06 2020-09-30 13F GLOBE LIFE COM 37959E102 6,917 2 0.03 553 7.80 0.2292
2020-08-07 2020-06-30 13F GLOBE LIFE COM 37959E102 6,915 2 0.03 513 3.22 0.2336
2020-05-08 2020-03-31 13F GLOBE LIFE COM 37959E102 6,913 2 0.03 497 -31.64 0.2679
2020-02-07 2019-12-31 13F GLOBE LIFE COM 37959E102 6,911 2 0.03 727 9.82 0.3101
2019-11-06 2019-09-30 13F GLOBE LIFE COM 37959E102 6,909 2 0.03 662 7.12 0.3083
2019-08-07 2019-06-30 13F TORCHMARK COM 891027104 6,907 2 0.03 618 9.19 0.2930
2019-05-07 2019-03-31 13F TORCHMARK COM 891027104 6,905 2 0.03 566 10.12 0.2786
2019-02-07 2018-12-31 13F TORCHMARK COM 891027104 6,903 2 0.03 514 -14.05 0.2909
2018-11-06 2018-09-30 13F TORCHMARK COM 891027104 6,901 2 0.03 598 6.41 0.2771
2018-08-07 2018-06-30 13F TORCHMARK COM 891027104 6,899 2 0.03 562 -3.27 0.2684
2018-05-07 2018-03-31 13F TORCHMARK COM 891027104 6,897 1 0.01 581 -7.19 0.2776
2018-02-06 2017-12-31 13F TORCHMARK COM 891027104 6,896 -1 -0.01 626 13.41 0.3001
2017-11-09 2017-09-30 13F TORCHMARK COM 891027104 6,897 -548 -7.36 552 -3.16 0.2767
2017-08-07 2017-06-30 13F TORCHMARK COM 891027104 7,445 2 0.03 570 -0.52 0.3020
2017-05-08 2017-03-31 13F TORCHMARK COM 891027104 7,443 2 0.03 573 4.37 0.3314
2017-02-06 2016-12-31 13F TORCHMARK COM 891027104 7,441 209 2.89 549 18.83 0.3431
2016-11-07 2016-09-30 13F TORCHMARK COM 891027104 7,232 2 0.03 462 3.36 0.2838
2016-08-08 2016-06-30 13F TORCHMARK COM 891027104 7,230 3 0.04 447 14.32 0.2846
2016-05-05 2016-03-31 13F TORCHMARK COM 891027104 7,227 2 0.03 391 -5.33 0.2558
2016-02-03 2015-12-31 13F TORCHMARK COM 891027104 7,225 548 8.21 413 9.55 0.2802
2015-11-04 2015-09-30 13F TORCHMARK COM 891027104 6,677 2 0.03 377 -3.08 0.2700
2015-08-04 2015-06-30 13F TORCHMARK COM 891027104 6,675 2 0.03 389 6.28 0.2662
2015-05-05 2015-03-31 13F TORCHMARK COM 891027104 6,673 3 0.04 366 1.39 0.2549
2015-02-06 2014-12-31 13F TORCHMARK COM 891027104 6,670 2 0.03 361 3.44 0.2610
2014-11-05 2014-09-30 13F TORCHMARK COM 891027104 6,668 2,223 50.01 349 -4.12 0.2669
2014-08-07 2014-06-30 13F TORCHMARK COM 891027104 4,445 2 0.05 364 4.00 0.2801
2014-05-06 2014-03-31 13F TORCHMARK COM 891027104 4,443 0 0.00 350 0.86 0.2802
2014-02-05 2013-12-31 13F TORCHMARK COM 891027104 4,443 265 6.34 347 14.90 0.2742
2013-11-06 2013-09-30 13F TORCHMARK COM 891027104 4,178 1 0.02 302 11.03 0.2678
2013-08-09 2013-06-30 13F TORCHMARK COM 891027104 4,177 4,177 272 0.2631
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.