GL β€” GLOBE LIFE INC

Ownership history in RF&L WEALTH MANAGEMENT, LLC  Β·  5 quarters on record

AI Ownership Summary

RF&L WEALTH MANAGEMENT, LLC reported GLOBE LIFE INC (GL) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.38% in 2026 Q1. The latest visible filing shows GL at 0.38% 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 RF&L WEALTH MANAGEMENT, LLC'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 Q1

GL was reported at 0.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.38% in 2026 Q1

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

Time in book
Holding Window
2025 Q1 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.

How RF&L WEALTH MANAGEMENT, LLC held GL β€” position size vs. price
% of Fund (quarterly)    GL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 3,626 -277 -7.1% 0.38% $505K 2026-04-14 $148.20
2025 Q4 ADDED 3,903 +1,334 +51.9% 0.31% $546K 2026-01-09 $141.62
2025 Q3 REDUCED 2,569 -173 -6.3% 0.22% $367K 2025-10-08 $135.45
2025 Q2 ADDED 2,742 +585 +27.1% 0.22% $341K 2025-07-07 $120.46
2025 Q1 INITIATED 2,157 β€” β€” 0.20% $284K 2025-04-21 $116.18

FAQ About RF&L WEALTH MANAGEMENT, 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 RF&L WEALTH MANAGEMENT, LLC reported owning GL?

RF&L WEALTH MANAGEMENT, LLC reported GL across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported GL position in RF&L WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for GL was 0.38% in 2026 Q1.

What is the latest reported GL position on this page?

The most recent filing on this page is 2026 Q1, when RF&L WEALTH MANAGEMENT, LLC reported 3,626 shares, equal to 0.38% of portfolio, with an estimated market value of $505K.

What does the chart on this GL ownership page compare?

The chart compares RF&L WEALTH MANAGEMENT, 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.

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