DMC Group, LLC GL — GLOBE LIFE INC COM

Ownership history in DMC Group, LLC  ·  7 quarters on record

AI Ownership Summary

DMC Group, LLC reported GLOBE LIFE INC COM (GL) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.37% in 2025 Q3. The latest visible filing shows GL at 0.37% 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 DMC Group, LLC's position in GLOBE LIFE INC COM, 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 Q1

GL was reported at 0.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.37% in 2025 Q3

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

Time in book
Holding Window
2024 Q3 to 2026 Q1

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.

GL stock page DMC Group, LLC fund profile DMC Group, LLC full holdings
How DMC Group, LLC 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 3,915 +186 +5.0% 0.37% $545K 2026-04-30 $154.30
2025 Q4 ADDED — — — 3,729 +2 +0.1% 0.35% $522K 2026-01-21 $138.40
2025 Q3 ADDED — — — 3,727 +125 +3.5% 0.37% $533K 2025-10-29 $131.16
2025 Q2 ADDED — — — 3,602 +537 +17.5% 0.35% $448K 2025-07-23 $124.03
2025 Q1 REDUCED — — — 3,065 -129 -4.0% 0.33% $404K 2025-04-30 $122.30
2024 Q4 ADDED — — — 3,194 +993 +45.1% 0.29% $356K 2025-01-23 $117.13
2024 Q3 INITIATED — — — 2,201 — — 0.19% $233K 2024-10-18 $108.34

🏢 Other funds also holding GL

As of 2026 Q1 — sorted by position size

Smith Thornton Advisors LLC 1.5% Exchange Bank 0.65% PZENA INVESTMENT MANAGEMENT LLC 3Y 7Y 0.46% EADS & HEALD WEALTH MANAGEMENT 3Y 7Y 0.44% TrueWealth Advisors, LLC 3Y 0.42% Fairvoy Private Wealth, LLC 0.41% RF&L WEALTH MANAGEMENT, LLC 3Y 0.38% Navigate Wealth Management, LLC 0.31% MONTGOMERY INVESTMENT MANAGEMENT INC 3Y 7Y 0.29% Heritage Wealth Management, Inc. 0.29%

FAQ About DMC Group, LLC and GL

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

How long has DMC Group, LLC reported owning GL?

DMC Group, LLC reported GL across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported GL position in DMC Group, LLC's portfolio?

The largest reported portfolio weight for GL was 0.37% in 2025 Q3.

What is the latest reported GL position on this page?

The most recent filing on this page is 2026 Q1, when DMC Group, LLC reported 3,915 shares, equal to 0.37% of portfolio, with an estimated market value of $545K.

What does the chart on this GL ownership page compare?

The chart compares DMC Group, LLC'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.

How well did DMC Group, LLC time their GL position?

Based on 13F filing dates vs. subsequent GL price moves, DMC Group, LLC correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on GL relative to SPY over the holding period was +8.8%.

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