GL β€” GLOBE LIFE INC

Ownership history in AIA Group Ltd  Β·  6 quarters on record

This page tracks every 13F SEC filing in which AIA Group Ltd reported a position in GLOBE LIFE INC (GL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.07% (2023 Q4)
πŸ“Š Avg. % of fund
0.03%
πŸ“… First filed
2023 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
6

Position Intelligence

AIA Group Ltd Γ— GL AI Analytics

πŸ“‰ AIA Group Ltd underperformed the S&P 500 by –12.3% annually on this GL position. Timing score: 20% (1/5 decisions correct). Average cost basis: $124.31. Maximum drawdown during holding period: –7.5%.

πŸ“ˆ Position Alpha vs SPY
-12.3%
annualised excess return

❌ Significantly underperformed the S&P 500 by 12.3% ann.
5 quarters analyzed

⏱️ Timing Score
20%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
1 of 5 add/trim decisions correct

πŸ’° Entry Quality
$124.31
+14.6% vs current ($142.41)

Best entry: $107.06 (2023 Q2)  Β·  Worst: $130.65 (2025 Q1)

πŸ›‘οΈ Drawdown Resilience
–7.5%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
60%
buy-side decisions

3 adds Β· 2 trims. Bought during 0 of 2 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.01% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    GL price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 2,434 β€” 0% 0.01% $348K $142.41
2025 Q2 REDUCED 2,434 -14,500 -85.6% 0.01% $303K $123.53
2025 Q1 ADDED 16,934 +14,500 +595.7% 0.05% $2.2M $130.65
2024 Q4 REDUCED 2,434 -12,257 -83.4% 0.01% $271K $110.37
2023 Q4 ADDED 14,691 +13,132 +842.3% 0.07% $1.8M $119.36
2023 Q2 INITIATED 1,559 β€” β€” 0.01% $171K $107.06

🏒 Other funds also holding GL

As of 2025 Q4 β€” sorted by position size

ENGLISH CAPITAL MANAGEMENT LLC 4.59% NUANCE INVESTMENTS, LLC 3Y 7Y 3.57% Barbara Oil Co. 3Y 7Y 3.5% EQUITY INVESTMENT CORP 3Y 7Y 2.29% Smith Thornton Advisors LLC 1.52% STANCE CAPITAL LLC 1.15% Aurora Investment Counsel 3Y 7Y 1.05% Gator Capital Management, LLC 3Y 7Y 0.98% Gillson Capital LP 3Y 7Y 0.85% INGALLS & SNYDER LLC 3Y 7Y 0.81%
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