Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Globe Life Inc (GL)

698 + 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
↑ +43
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — GL

Based on 700 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
700 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 — +12% more funds vs a year ago

fund count last 6Q
+77 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

354 buying284 selling
Last quarter: 354 funds bought or added vs 284 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+34 vs last Q)

new funds entering per quarter
Funds opening a new GL position: 105 → 87 → 84 → 118. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 22% medium ■ 19% new
411 out of 700 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.
💰

Value +52% but shares only +19% — price-driven

Value
+52%
Shares
+18%
Last quarter: the total dollar value of institutional holdings rose +52%, but actual share count only changed +19%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~118 new funds/quarter

91 → 105 → 87 → 84 → 118 new funds/Q
New funds entering each quarter: 105 → 87 → 84 → 118. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 63% veterans vs 24% newcomers

■ 63% veterans ■ 13% 1-2yr ■ 24% new
Entry-cohort mix of 711 holders: 447 (63%) are 2+ year veterans, 95 entered 1–2 years ago, and 169 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
63 of 698 holders are among the 100 largest funds by AUM, controlling 61% 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

Institutional Sentiment Summary — GL

In 2026 Q2, 354 hedge funds were net buyers of GL (118 opened a new position, 236 added to an existing one), while 284 reduced or exited (209 trimmed, 75 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 61% of total institutional value in GL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +43 funds (more new holders than closures). Total institutional holders: 700.

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

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

22 top-rated funds 2 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: GL
698 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 698 657 6.24%
13F Shares 66M 55M 18.58%
Total Value $11.42B $7.50B 52.28%
New Positions 118 84 +34
Increased Positions 234 214 +20
Closed Positions 75 98 -23
Reduced Positions 206 223 -17
Total Calls 8 6 33.33%
Total Puts 5 4 25.0%
PUT/CALL Ratio 0.62 0.67 Bullish

Statistics: GL

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Institutional Holders (2026 Q2)

698 + investors

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

QUARTER:
Top 25 GL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Barbara Oil Co. 4.06% 67,500 $12.1M
2 Longboard Asset Management, LP 4.06% 1,354 $242K
3 Equity Investment Corp 2.35% 688,216 $123.0M
4 Smith Thornton Advisors LLC 1.77% 22,514 $4.0M
5 Aurora Investment Counsel 1.17% 12,763 $2.3M
6 US Asset Management LLC 0.93% 6,870 $1.2M
7 Virtus Advisers, LLC 0.87% 12,723 $2.3M
8 LRT Capital Management, LLC 0.85% 7,296 $1.3M
9 CMC Financial Group 0.84% 2,425 $433K
10 Mount Lucas Management LP 0.79% 12,356 $2.2M
11 Interval Partners, LP 0.78% 170,151 $30.4M
12 Regions Financial Corp 0.76% 710,501 $127.0M
13 Exchange Bank 0.75% 6,750 $1.2M
14 Leith Wheeler Investment Counsel Ltd. 0.73% 53,816 $9.6M
15 Pzena Investment Management LLC 0.71% 1,355,811 $242.3M
16 Arbejdsmarkedets Tillaegspension 0.71% 182,200 $32.6M
17 Advisory Advocates, LLC 0.63% 4,140 $740K
18 Eads & Heald Wealth Management 0.55% 6,232 $1.1M
19 Todd Asset Management LLC 0.50% 158,559 $28.3M
20 TrueWealth Advisors, LLC 0.47% 11,682 $2.1M
21 Westfield Capital Management Co LP 0.45% 770,990 $137.8M
22 Sustainable Insight Capital Management, LLC 0.44% 5,800 $1.0M
23 Fairvoy Private Wealth, LLC 0.44% 12,287 $2.2M
24 DMC Group, LLC 0.43% 3,485 $623K
25 Hardworking Capital Advisors, LLC 0.41% 2,840 $507K
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

Slight buying edge — 55% buying: Last quarter: 354 funds bought or added vs 284 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for GL holders?

Elite ownership — 61% AUM from top-100 funds: 63 of 698 holders are among the 100 largest funds by AUM, controlling 61% 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: 411 out of 700 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.

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