Filing Research | GL - GLOBE LIFE INC Institutional Holdings

Snapshot holdings

50 / 158 loaded

#		Instrument	quantity
1	Swedbank AB	Shares	1.3MSH	$232.5M
2	Arbejdsmarkedets Tillaegspension	Shares	182.2KSH	$32.6M
3	Cohen Klingenstein LLC	Shares	63.1KSH	$11.3M
4	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	60.7KSH	$10.8M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	59.6KSH	$10.4M
6	Welch Group, LLC	Shares	46.0KSH	$8.2M
7	CWA Asset Management Group, LLC	Shares	41.5KSH	$7.4M
8	Police & Firemen's Retirement System of New Jersey	Shares	35.3KSH	$6.3M
9	Sequoia Financial Advisors, LLC	Shares	29.5KSH	$5.3M
10	Oakworth Capital, Inc.	Shares	28.5KSH	$5.1M
11	Smith Thornton Advisors LLC	Shares	22.5KSH	$4.0M
12	Czech National Bank	Shares	22.1KSH	$3.9M
13	SteelPeak Wealth, LLC	Shares	20.6KSH	$3.7M
14	PARSONS CAPITAL MANAGEMENT INC/RI	Shares	20.5KSH	$3.7M
15	E. Ohman J:or Asset Management AB	Shares	17.7KSH	$3.2M
16	Mirae Asset Global Investments Co., Ltd.	Shares	17.2KSH	$3.1M
17	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	17.1KSH	$3.1M
18	Robeco Institutional Asset Management B.V.	Shares	15.2KSH	$2.7M
19	Oak Thistle LLC	Shares	13.9KSH	$2.5M
20	PensionDanmark Pensionsforsikringsaktieselskab	Shares	13.7KSH	$2.4M
21	Envestnet Portfolio Solutions, Inc.	Shares	13.3KSH	$2.4M
22	GHP Investment Advisors, Inc.	Shares	13.0KSH	$2.3M
23	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	12.6KSH	$2.2M
24	Fairvoy Private Wealth, LLC	Shares	12.3KSH	$2.2M
25	TrueWealth Advisors, LLC	Shares	11.7KSH	$2.1M
26	Palisade Asset Management, LLC	Shares	11.2KSH	$2.0M
27	Merit Financial Group, LLC	Shares	9.8KSH	$1.8M
28	Synergy Asset Management, LLC	Shares	9.6KSH	$1.7M
29	QRG CAPITAL MANAGEMENT, INC.	Shares	7.8KSH	$1.4M
30	GAMMA Investing LLC	Shares	7.8KSH	$1.4M
31	Dynamic Advisor Solutions LLC	Shares	7.4KSH	$1.3M
32	Assenagon Asset Management S.A.	Shares	7.3KSH	$1.3M
33	Exchange Bank	Shares	6.8KSH	$1.2M
34	Venturi Wealth Management, LLC	Shares	6.7KSH	$1.2M
35	Net Worth Advisory Group	Shares	6.5KSH	$1.2M
36	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	Shares	6.5KSH	$1.2M
37	MONTGOMERY INVESTMENT MANAGEMENT INC	Shares	6.0KSH	$1.1M
38	SALEM INVESTMENT COUNSELORS INC	Shares	6.0KSH	$1.1M
39	GATEWAY INVESTMENT ADVISERS LLC	Shares	6.0KSH	$1.1M
40	HARTFORD INVESTMENT MANAGEMENT CO	Shares	5.7KSH	$1.0M
41	NEW WAVE WEALTH ADVISORS LLC	Shares	5.3KSH	$955.6K
42	DAVENPORT & Co LLC	Shares	5.3KSH	$938.4K
43	Cornerstone Management, Inc.	Shares	5.2KSH	$932.7K
44	Investment Research & Advisory Group, Inc.	Shares	4.8KSH	$852.3K
45	Allegheny Financial Group	Shares	4.8KSH	$849.1K
46	TLWM	Shares	4.7KSH	$839.8K
47	SIGNATUREFD, LLC	Shares	4.5KSH	$800.1K
48	FIRST UNITED BANK & TRUST	Shares	4.2KSH	$754.9K
49	Louisiana State Employees Retirement System	Shares	4.0KSH	$714.7K
50	Financial Management Professionals, Inc.	Shares	3.9KSH	$703.3K

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Manager changes2026-06-30 vs 2026-03-31

50 / 166 loaded

#		Instrument
1	Swedbank AB added	Shares	+192.1K	+$78.1M	$232.5M
2	Arbejdsmarkedets Tillaegspension trimmed	Shares	-630	+$7.1M	$32.6M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+4.1K	+$2.7M	$10.4M
4	Cohen Klingenstein LLC unchanged	Shares	0	+$2.5M	$11.3M
5	Oak Thistle LLC new	Shares	+13.9K	+$2.5M	$2.5M
6	LEAVELL INVESTMENT MANAGEMENT, INC. trimmed	Shares	-790	+$2.3M	$10.8M
7	CWA Asset Management Group, LLC added	Shares	+3.3K	+$2.1M	$7.4M
8	Welch Group, LLC trimmed	Shares	-495	+$1.7M	$8.2M
9	Police & Firemen's Retirement System of New Jersey added	Shares	+599	+$1.5M	$6.3M
10	Sequoia Financial Advisors, LLC added	Shares	+2.0K	+$1.4M	$5.3M
11	Assenagon Asset Management S.A. new	Shares	+7.3K	+$1.3M	$1.3M
12	Smith Thornton Advisors LLC added	Shares	+1.1K	+$1.0M	$4.0M
13	Oakworth Capital, Inc. trimmed	Shares	-646	+$1.0M	$5.1M
14	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+3.8K	+$1.0M	$2.2M
15	Czech National Bank added	Shares	+421	+$931.8K	$3.9M
16	Mirae Asset Global Investments Co., Ltd. added	Shares	+1.4K	+$873.1K	$3.1M
17	TLWM new	Shares	+4.7K	+$839.8K	$839.8K
18	PARSONS CAPITAL MANAGEMENT INC/RI trimmed	Shares	-19	+$807.2K	$3.7M
19	E. Ohman J:or Asset Management AB unchanged	Shares	0	+$697.7K	$3.2M
20	NEW WAVE WEALTH ADVISORS LLC added	Shares	+3.0K	+$634.1K	$955.6K
21	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+2.5K	+$589.3K	$1.1M
22	Merit Financial Group, LLC added	Shares	+1.3K	+$572.8K	$1.8M
23	PensionDanmark Pensionsforsikringsaktieselskab unchanged	Shares	0	+$541.7K	$2.4M
24	Fairvoy Private Wealth, LLC added	Shares	+5	+$486.1K	$2.2M
25	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-1.4K	+$483.6K	$3.1M
26	Envestnet Portfolio Solutions, Inc. trimmed	Shares	-333	+$479.9K	$2.4M
27	QRG CAPITAL MANAGEMENT, INC. added	Shares	+1.1K	+$462.7K	$1.4M
28	Palisade Asset Management, LLC unchanged	Shares	0	+$444.3K	$2.0M
29	TrueWealth Advisors, LLC trimmed	Shares	-245	+$427.5K	$2.1M
30	MRA Advisory Group new	Shares	+2.3K	+$413.0K	$413.0K
31	GHP Investment Advisors, Inc. trimmed	Shares	-901	+$389.7K	$2.3M
32	Curated Wealth Partners LLC new	Shares	+3.9K	+$383.2K	$383.2K
33	GAMMA Investing LLC added	Shares	+443	+$368.0K	$1.4M
34	Dynamic Advisor Solutions LLC added	Shares	+269	+$329.2K	$1.3M
35	Apollon Wealth Management, LLC new	Shares	+1.7K	+$302.0K	$302.0K
36	CONTRAVISORY INVESTMENT MANAGEMENT, INC. added	Shares	+147	+$277.3K	$1.2M
37	Accurate Wealth Management, LLC new	Shares	+1.5K	+$269.9K	$269.9K
38	Exchange Bank unchanged	Shares	0	+$266.7K	$1.2M
39	Venturi Wealth Management, LLC added	Shares	+12	+$266.3K	$1.2M
40	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+1.4K	+$256.2K	$256.2K
41	GREENLEAF TRUST new	Shares	+1.4K	+$254.6K	$254.6K
42	Penobscot Investment Management Company, Inc. new	Shares	+1.4K	+$250.2K	$250.2K
43	Longboard Asset Management, LP new	Shares	+1.4K	+$241.9K	$241.9K
44	MONTGOMERY INVESTMENT MANAGEMENT INC unchanged	Shares	0	+$239.0K	$1.1M
45	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$237.1K	$1.1M
46	Revisor Wealth Management LLC new	Shares	+1.3K	+$227.6K	$227.6K
47	SIGNATUREFD, LLC added	Shares	+314	+$220.7K	$800.1K
48	DAVENPORT & Co LLC unchanged	Shares	0	+$207.5K	$938.4K
49	Cornerstone Management, Inc. unchanged	Shares	0	+$206.2K	$932.7K
50	Net Worth Advisory Group trimmed	Shares	-383	+$204.8K	$1.2M

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