Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

GLOBE LIFE INC (GL)

644 + Investors. Track Smart Money conviction in GL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
6Q ▲
Buyers last Q
45%

Smart Money Signals — GL

Based on 634 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added GL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
634 hedge funds hold GL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+106 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 45% buying

266 buying325 selling
Last quarter: 325 funds reduced or exited vs 266 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-16 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 93 → 88 → 100 → 84. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 23% medium ■ 19% new
371 out of 634 hedge funds have held GL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~84 new funds/quarter

86 → 93 → 88 → 100 → 84 new funds/Q
New funds entering each quarter: 93 → 88 → 100 → 84. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 12% 1-2yr ■ 23% new
Of 644 current holders: 416 (65%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds
42 of 634 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in GL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: GL

How many hedge funds hold GL — quarterly history vs. share price
Quarterly hedge fund ownership of GL vs. share price

Market Analysis: GL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GL

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

79 top-rated funds 1 high-conviction
Consensus
8.3
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: GL
2026 Q1 Stats Unlock in 20 days 644 + Investors

Track Smart Money conviction in GL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 644 641 0.47%
13F Shares 65M 64M 0.94%
Total Value $8.96B $9.19B -2.41%
New Positions 84 101 -17
Increased Positions 197 198 -1
Closed Positions 80 61 +19
Reduced Positions 264 260 +4
Total Calls 6 9 -33.33%
Total Puts 5 8 -37.5%
PUT/CALL Ratio 0.83 0.89 Neutral

Statistics: GL

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

644 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in GL. Verified SEC 13F-HR filings.

Top 25 institutional holders of GL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Smith Thornton Advisors LLC 1.50% 21,389 $3.0M
2 Exchange Bank 0.65% 6,750 $939K
3 PZENA INVESTMENT MANAGEMENT LLC 0.46% 1,026,246 $142.8M
4 EADS & HEALD WEALTH MANAGEMENT 0.44% 6,320 $880K
5 TrueWealth Advisors, LLC 0.42% 11,927 $1.7M
6 Fairvoy Private Wealth, LLC 0.41% 12,282 $1.7M
7 RF&L WEALTH MANAGEMENT, LLC 0.38% 3,626 $505K
8 Navigate Wealth Management, LLC 0.31% 2,971 $448K
9 MONTGOMERY INVESTMENT MANAGEMENT INC 0.29% 6,050 $842K
10 Heritage Wealth Management, Inc. 0.29% 4,162 $579K
11 Cohen Klingenstein LLC 0.28% 63,089 $8.8M
12 Welch Group, LLC 0.24% 46,461 $6.5M
13 Investment Research & Advisory Group, Inc. 0.23% 4,768 $664K
14 Mayfair Advisory Group, LLC 0.22% 4,438 $618K
15 Oakworth Capital, Inc. 0.21% 29,117 $4.1M
16 FIRST UNITED BANK & TRUST 0.20% 4,355 $606K
17 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 0.18% 6,353 $884K
18 CWA Asset Management Group, LLC 0.18% 38,204 $5.3M
19 Swedbank AB 0.16% 1,109,200 $154.4M
20 Palisade Asset Management, LLC 0.16% 11,244 $1.6M
21 PARSONS CAPITAL MANAGEMENT INC/RI 0.13% 20,517 $2.9M
22 waypoint wealth counsel 0.13% 1,743 $243K
23 Cornerstone Management, Inc. 0.12% 5,220 $726K
24 Bank & Trust Co 0.11% 1,213 $169K
25 BHK Investment Advisors, LLC 0.10% 2,169 $302K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — GLOBE LIFE INC (GL)

What does the Smart Money Trend signal show for GL?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added GL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for GL?

More sellers than buyers — 45% buying: Last quarter: 325 funds reduced or exited vs 266 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for GL holders?

Elite ownership — 59% AUM from top-100 funds: 42 of 634 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in GL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held GL?

59% of holders stayed for 2+ years: 371 out of 634 hedge funds have held GL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.