Bank & Trust Co GL — Globe Life Inc

Ownership history in Bank & Trust Co  ·  10 quarters on record

AI Ownership Summary

Bank & Trust Co reported Globe Life Inc (GL) in 10 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.14% in 2026 Q2. The latest visible filing shows GL at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bank & Trust Co's position in Globe Life Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

GL was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bank & Trust Co held GL — position size vs. price
% of Fund (quarterly)    GL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 1,213 — 0% 0.13% $201K 2026-10-07 $nan
2026 Q2 UNCHANGED — — — 1,213 — 0% 0.14% $217K 2026-07-10 $178.77
2026 Q1 UNCHANGED — — — 1,213 — 0% 0.11% $169K 2026-04-13 $146.99
2025 Q4 UNCHANGED — — — 1,213 — 0% 0.12% $170K 2026-01-13 $141.06
2025 Q3 UNCHANGED — — — 1,213 — 0% 0.13% $173K 2025-10-06 $132.92
2025 Q2 UNCHANGED — — — 1,213 — 0% 0.12% $151K 2025-07-14 $119.48
2025 Q1 UNCHANGED — — — 1,213 — 0% 0.13% $160K 2025-04-09 $121.13
2024 Q4 UNCHANGED — — — 1,213 — 0% 0.11% $135K 2025-01-07 $109.90
2024 Q3 UNCHANGED — — — 1,213 — 0% 0.10% $128K 2024-10-09 $105.45
2024 Q2 INITIATED — — — 1,213 — — 0.08% $100K 2024-07-08 $79.41

FAQ About Bank & Trust Co and GL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bank & Trust Co reported owning GL?

Bank & Trust Co reported GL across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported GL position in Bank & Trust Co's portfolio?

The largest reported portfolio weight for GL was 0.14% in 2026 Q2.

What is the latest reported GL position on this page?

The most recent filing on this page is 2026 Q3, when Bank & Trust Co reported 1,213 shares, equal to 0.13% of portfolio, with an estimated market value of $201K.

What does the chart on this GL ownership page compare?

The chart compares Bank & Trust Co's quarterly GL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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