Globe Life Inc.
US ˙ NYSE ˙ US37959E1029

SecurityGL / Globe Life Inc.
InstitutionWetherby Asset Management Inc
Latest Disclosed Ownership4,518 shares
Latest Disclosed Value $ 645,939
Wetherby Asset Management Inc reports 2.24% increase in ownership of GL / Globe Life Inc.

On November 14, 2025 - Wetherby Asset Management Inc filed a 13F-HR form disclosing ownership of 4,518 shares of Globe Life Inc. (US:GL) valued at $645,938 USD as of September 30, 2025. The entity filed a previous 13F-HR on August 14, 2025 disclosing 4,419 shares of Globe Life Inc.. This represents a change in shares of 2.24% during the quarter. The current value of the position is $719,175 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)
2025-11-14 2025-09-30 13F GLOBE LIFE COM 37959E102 4,518 99 2.24 646 17.49 0.0264
2025-08-14 2025-06-30 13F GLOBE LIFE COM 37959E102 4,419 420 10.50 549 23.37 0.0244
2025-02-14 2024-12-31 13F GLOBE LIFE COM 37959E102 3,999 -535 -11.80 446 -7.29 0.0214
2024-11-14 2024-09-30 13F GLOBE LIFE COM 37959E102 4,534 -9,252 -67.11 480 -57.67 0.0220
2024-08-14 2024-06-30 13F GLOBE LIFE COM 37959E102 13,786 9,481 220.23 1,134 126.80 0.0535
2024-05-15 2024-03-31 13F GLOBE LIFE COM 37959E102 4,305 30 0.70 501 -3.85 0.0239
2024-02-14 2023-12-31 13F GLOBE LIFE COM 37959E102 4,275 145 3.51 520 15.81 0.0271
2023-11-14 2023-09-30 13F GLOBE LIFE COM 37959E102 4,130 -18 -0.43 449 -1.10 0.0255
2023-08-14 2023-06-30 13F GLOBE LIFE COM 37959E102 4,148 -75 -1.78 455 -2.16 0.0245
2023-05-12 2023-03-31 13F GLOBE LIFE COM 37959E102 4,223 66 1.59 465 -7.39 0.0272
2023-02-14 2022-12-31 13F GLOBE LIFE COM 37959E102 4,157 -9,394 -69.32 501 -62.92 0.0322
2022-11-14 2022-09-30 13F GLOBE LIFE COM 37959E102 13,551 -175 -1.27 1,351 0.97 0.0953
2022-08-15 2022-06-30 13F GLOBE LIFE COM 37959E102 13,726 52 0.38 1,338 -2.69 0.0913
2022-05-16 2022-03-31 13F GLOBE LIFE COM 37959E102 13,674 -19 -0.14 1,375 7.09 0.0788
2022-02-14 2021-12-31 13F GLOBE LIFE COM 37959E102 13,693 59 0.43 1,284 5.77 0.0721
2021-11-15 2021-09-30 13F GLOBE LIFE COM 37959E102 13,634 20 0.15 1,214 -6.40 0.0749
2021-08-16 2021-06-30 13F GLOBE LIFE COM 37959E102 13,614 9,340 218.53 1,297 214.04 0.0791
2021-05-14 2021-03-31 13F GLOBE LIFE COM 37959E102 4,274 0 0.00 413 1.72 0.0315
2021-02-11 2020-12-31 13F GLOBE LIFE COM 37959E102 4,274 4,261 32,776.92 406 40,500.00 0.0275
2020-12-16 2020-09-30 13F/A-01 GLOBE LIFE COM 37959E102 4,284 -124 342 0.0313
2020-12-16 2020-09-30 13F/A-02 GLOBE LIFE COM 37959E102 13 -4,395 -99.71 1 -99.69 0.0030
2020-11-13 2020-09-30 13F GLOBE LIFE COM 37959E102 4,297 -111 343 21,817.8117
2020-08-14 2020-06-30 13F GLOBE LIFE COM 37959E102 4,408 -577 -11.57 327 -8.91 0.0310
2020-05-06 2020-03-31 13F GLOBE LIFE COM 37959E102 4,985 562 12.71 359 -22.96 0.0403
2020-01-28 2019-12-31 13F GLOBE LIFE COM 37959E102 4,423 -101 -2.23 466 7.62 0.0459
2019-10-31 2019-09-30 13F GLOBE LIFE COM 37959E102 4,524 0 0.00 433 6.91 0.0452
2019-07-25 2019-06-30 13F TORCHMARK COM 891027104 4,524 76 1.71 405 10.96 0.0443
2019-07-25 2019-03-31 13F/A-1 TORCHMARK COM 891027104 4,448 0 0.00 365 9.94 0.0455
2019-05-09 2019-03-31 13F TORCHMARK COM 891027104 4,448 0 365
2019-01-30 2018-12-31 13F TORCHMARK COM 891027104 4,448 -2 -0.04 332 -13.99 0.0470
2018-11-07 2018-09-30 13F TORCHMARK COM 891027104 4,450 41 0.93 386 7.52 0.0477
2018-07-24 2018-06-30 13F TORCHMARK COM 891027104 4,409 49 1.12 359 -2.18 0.0486
2018-05-04 2018-03-31 13F TORCHMARK COM 891027104 4,360 -22 -0.50 367 -7.56 0.0507
2018-02-09 2017-12-31 13F TORCHMARK COM 891027104 4,382 13 0.30 397 13.43 0.0551
2017-11-13 2017-09-30 13F TORCHMARK COM 891027104 4,369 23 0.53 350 5.42 0.0521
2017-08-01 2017-06-30 13F TORCHMARK COM 891027104 4,346 27 0.63 332 -0.30 0.0565
2017-04-27 2017-03-31 13F TORCHMARK COM 891027104 4,319 0 0.00 333 4.39 0.0599
2017-02-08 2016-12-31 13F TORCHMARK COM 891027104 4,319 -92 -2.09 319 13.12 0.0625
2016-11-14 2016-09-30 13F TORCHMARK COM 891027104 4,411 72 1.66 282 5.22 0.0570
2016-08-10 2016-06-30 13F TORCHMARK COM 891027104 4,339 134 3.19 268 17.54 0.0594
2016-05-10 2016-03-31 13F TORCHMARK COM 891027104 4,205 69 1.67 228 -3.39 0.0537
2016-02-08 2015-12-31 13F TORCHMARK COM 891027104 4,136 0 0.00 236 1.29 0.0566
2015-11-12 2015-09-30 13F TORCHMARK COM 891027104 4,136 50 1.22 233 -2.10 0.0597
2015-08-12 2015-06-30 13F TORCHMARK COM 891027104 4,086 0 0.00 238 6.25 0.0572
2015-05-08 2015-03-31 13F TORCHMARK COM 891027104 4,086 0 0.00 224 1.36 0.0545
2015-02-12 2014-12-31 13F TORCHMARK COM 891027104 4,086 0 0.00 221 3.27 0.0556
2014-11-03 2014-09-30 13F TORCHMARK COM 891027104 4,086 1,319 47.67 214 -5.73 0.0597
2014-08-01 2014-06-30 13F TORCHMARK COM 891027104 2,767 -56 -1.98 227 2.25 0.0641
2014-05-05 2014-03-31 13F/A-1 TORCHMARK COM 891027104 2,823 0 0.00 222 0.45 0.0636
2014-04-30 2014-03-31 13F TORCHMARK COM 891027104 2,823 222
2014-01-29 2013-12-31 13F TORCHMARK COM 891027104 2,823 -216 -7.11 221 0.45 0.0630
2013-10-29 2013-09-30 13F TORCHMARK COM 891027104 3,039 3,039 220 0.0686
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.