GL — Globe Life Inc Institutional Holders · Q3 2026
Who owns Globe Life Inc (GL)? 23 institutions reported holding $8.30M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: TrueWealth Advisors, LLC ($1.9M), Westwind Capital ($1.7M), GAMMA Investing LLC ($1.3M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | TrueWealth Advisors, LLC | $1.9M | 11,512 | Trimmed |
| 2 | Westwind Capital | $1.7M | 10,187 | Added |
| 3 | GAMMA Investing LLC | $1.3M | 7,943 | Added |
| 4 | Exchange Bank | $1.1M | 6,750 | Hold |
| 5 | TLWM | $778,555 | 4,700 | Hold |
| 6 | CX Institutional | $506,000 | 3,055 | Added |
| 7 | Paragon Capital Management Ltd | $229,013 | 1,383 | Trimmed |
| 8 | Farther Finance Advisors, LLC | $222,511 | 1,343 | Trimmed |
| 9 | Bank & Trust Co | $200,933 | 1,213 | Hold |
| 10 | Bangor Savings Bank | $162,668 | 982 | Hold |
| 11 | Versant Capital Management, Inc | $83,488 | 504 | Added |
| 12 | ELEVATION WEALTH PARTNERS, LLC | $30,588 | 185 | Added |
| 13 | MassMutual Private Wealth & Trust, FSB | $26,504 | 160 | Trimmed |
| 14 | Grove Bank & Trust | $13,583 | 82 | Hold |
| 15 | Rosenberg Matthew Hamilton | $6,295 | 38 | Hold |
| 16 | GK Wealth Management LLC | $5,632 | 34 | New |
| 17 | Marquette Asset Management, LLC | $3,148 | 19 | Hold |
| 18 | ARMSTRONG ADVISORY GROUP, INC | $2,485 | 15 | New |
| 19 | GoalVest Advisory LLC | $994 | 6 | New |
| 20 | Retirement Wealth Solutions LLC | $994 | 6 | New |
| 21 | CoreCap Advisors, LLC | $663 | 4 | Hold |
| 22 | MRA Advisory Group | $0 | 0 | Exited |
| 23 | Wealth Enhancement Trust Services, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30