GL β€” GLOBE LIFE

Ownership history in US Asset Management LLC  Β·  16 quarters on record

AI Ownership Summary

US Asset Management LLC reported GLOBE LIFE (GL) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.11% in 2023 Q4. The latest visible filing shows GL at 0.79% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was US Asset Management LLC's position in GLOBE LIFE, 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
2025 Q4

GL was reported at 0.79% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.11% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 US Asset Management LLC held GL β€” position size vs. price
% of Fund (quarterly)    GL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 6,878 -918 -11.8% 0.79% $962K 2026-02-14 (Est.) $144.25
2025 Q3 REDUCED 7,796 -26 -0.3% 0.92% $1.1M 2025-11-18 $131.59
2025 Q2 REDUCED 7,822 -16 -0.2% 0.84% $972K 2025-07-16 $119.43
2025 Q1 REDUCED 7,838 -37 -0.5% 0.99% $1.0M 2025-04-29 $123.21
2024 Q4 REDUCED 7,875 -253 -3.1% 0.79% $878K 2025-02-18 $122.84
2024 Q3 REDUCED 8,128 -544 -6.3% 0.79% $895K 2024-11-14 $107.89
2024 Q2 REDUCED 8,672 -335 -3.7% 0.64% $714K 2024-08-08 $90.17
2024 Q1 REDUCED 9,007 -185 -2.0% 0.94% $1.0M 2024-04-10 $103.31
2023 Q4 ADDED 9,192 +34 +0.4% 1.11% $1.1M 2024-02-07 $120.32
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About US Asset 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 US Asset Management LLC reported owning GL?

US Asset Management LLC reported GL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported GL position in US Asset Management LLC's portfolio?

The largest reported portfolio weight for GL was 1.11% in 2023 Q4.

What is the latest reported GL position on this page?

The most recent filing on this page is 2025 Q4, when US Asset Management LLC reported 6,878 shares, equal to 0.79% of portfolio, with an estimated market value of $962K.

What does the chart on this GL ownership page compare?

The chart compares US Asset 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.

← Back to US Asset Management LLC Holdings