Globe Life Inc.
US ˙ NYSE ˙ US37959E1029

SecurityGL / Globe Life Inc.
InstitutionCreative Planning
Latest Disclosed Ownership63,368 shares
Latest Disclosed Value $ 8,818,857
Creative Planning reports 34.11% increase in ownership of GL / Globe Life Inc.

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 63,368 shares of Globe Life Inc. (US:GL) valued at $8,818,925 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 47,250 shares of Globe Life Inc.. This represents a change in shares of 34.11% during the quarter. The current value of the position is $9,581,242 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F GLOBE LIFE COM 37959E102 63,368 16,118 34.11 8,819 33.44 0.0060
2026-02-17 2025-12-31 13F GLOBE LIFE COM 37959E102 47,250 3,374 7.69 6,608 5.36 0.0047
2025-11-14 2025-09-30 13F GLOBE LIFE COM 37959E102 43,876 7,021 19.05 6,273 36.94 0.0048
2025-08-08 2025-06-30 13F GLOBE LIFE COM 37959E102 36,855 101 0.27 4,581 -5.39 0.0039
2025-05-15 2025-03-31 13F GLOBE LIFE COM 37959E102 36,754 3,467 10.42 4,841 30.41 0.0046
2025-02-14 2024-12-31 13F GLOBE LIFE COM 37959E102 33,287 810 2.49 3,712 7.94 0.0036
2024-10-11 2024-09-30 13F GLOBE LIFE COM 37959E102 32,477 9,892 43.80 3,440 85.09 0.0034
2024-08-15 2024-06-30 13F GLOBE LIFE COM 37959E102 22,585 2,827 14.31 1,858 -19.18 0.0020
2024-05-13 2024-03-31 13F GLOBE LIFE COM 37959E102 19,758 -1,051 -5.05 2,299 -9.20 0.0025
2024-02-14 2023-12-31 13F GLOBE LIFE COM 37959E102 20,809 39 0.19 2,533 12.13 0.0047
2023-11-16 2023-09-30 13F GLOBE LIFE COM 37959E102 20,770 -54 -0.26 2,258 -1.05 0.0030
2023-07-21 2023-06-30 13F GLOBE LIFE COM 37959E102 20,824 -960 -4.41 2,283 -4.76 0.0030
2023-05-15 2023-03-31 13F GLOBE LIFE COM 37959E102 21,784 1,174 5.70 2,397 -3.54 0.0035
2023-02-10 2022-12-31 13F GLOBE LIFE COM 37959E102 20,610 2,046 11.02 2,484 34.20 0.0037
2022-11-03 2022-09-30 13F GLOBE LIFE COM 37959E102 18,564 113 0.61 1,851 2.95 0.0032
2022-08-15 2022-06-30 13F GLOBE LIFE COM 37959E102 18,451 15,394 503.57 1,798 483.77 0.0030
2022-05-16 2022-03-31 13F GLOBE LIFE COM 37959E102 3,057 4 0.13 308 7.69 0.0005
2022-02-11 2021-12-31 13F GLOBE LIFE COM 37959E102 3,053 -568 -15.69 286 -11.18 0.0005
2021-11-10 2021-09-30 13F GLOBE LIFE COM 37959E102 3,621 595 19.66 322 11.81 0.0006
2021-08-04 2021-06-30 13F GLOBE LIFE COM 37959E102 3,026 532 21.33 288 19.50 0.0005
2021-04-30 2021-03-31 13F CreativePlanning COM 37959E102 2,494 -522 -17.31 241 -15.73 0.0005
2021-01-29 2020-12-31 13F GLOBE LIFE COM 37959E102 3,016 -781 -20.57 286 -5.61 0.0006
2020-11-05 2020-09-30 13F GLOBE LIFE COM 37959E102 3,797 -247 -6.11 303 1.00 0.0008
2020-07-23 2020-06-30 13F GLOBE LIFE COM 37959E102 4,044 -350 -7.97 300 -5.06 0.0009
2020-05-05 2020-03-31 13F GLOBE LIFE COM 37959E102 4,394 0 0.00 316 -31.60 0.0011
2020-01-30 2019-12-31 13F GLOBE LIFE COM 37959E102 4,394 -298 -6.35 462 2.90 0.0014
2019-11-01 2019-09-30 13F GLOBE LIFE COM 37959E102 4,692 764 19.45 449 27.92 0.0015
2019-07-26 2019-06-30 13F TORCHMARK COM 891027104 3,928 -997 -20.24 351 -13.12 0.0012
2019-04-24 2019-03-31 13F TORCHMARK COM 891027104 4,925 227 4.83 404 15.43 0.0015
2019-02-12 2018-12-31 13F/A-1 TORCHMARK COM 891027104 4,698 -615 -11.58 350 -24.08 0.0014
2019-02-01 2018-12-31 13F TORCHMARK COM 891027104 4,698 -615 350
2018-10-25 2018-09-30 13F TORCHMARK COM 891027104 5,313 -142 -2.60 461 3.83 0.0017
2018-07-20 2018-06-30 13F TORCHMARK COM 891027104 5,455 -294 -5.11 444 -8.26 0.0017
2018-04-18 2018-03-31 13F TORCHMARK COM 891027104 5,749 1,130 24.46 484 15.51 0.0020
2018-01-17 2017-12-31 13F TORCHMARK COM 891027104 4,619 -1,993 -30.14 419 -20.94 0.0018
2017-10-17 2017-09-30 13F TORCHMARK COM 891027104 6,612 -957 -12.64 530 -8.46 0.0025
2017-07-12 2017-06-30 13F TORCHMARK COM 891027104 7,569 -25 -0.33 579 -1.03 0.0029
2017-04-07 2017-03-31 13F TORCHMARK COM 891027104 7,594 25 0.33 585 4.84 0.0032
2017-01-09 2016-12-31 13F TORCHMARK COM 891027104 7,569 50 0.66 558 16.25 0.0034
2016-10-12 2016-09-30 13F TORCHMARK COM 891027104 7,519 1,080 16.77 480 20.60 0.0031
2016-07-12 2016-06-30 13F TORCHMARK COM 891027104 6,439 0 0.00 398 14.04 0.0029
2016-04-08 2016-03-31 13F TORCHMARK COM 891027104 6,439 0 0.00 349 -5.16 0.0027
2016-01-11 2015-12-31 13F TORCHMARK COM 891027104 6,439 0 0.00 368 1.38 0.0030
2015-10-09 2015-09-30 13F TORCHMARK COM 891027104 6,439 6,439 0.00 363 0.0032
2015-07-09 2015-06-30 13F TORCHMARK COM 891027104 0 -6,969 -100.00 0 -100.00
2015-04-13 2015-03-31 13F TORCHMARK COM 891027104 6,969 6,969 0.00 383 0.0036
2015-01-29 2014-12-31 13F TORCHMARK COM 891027104 0 -6,503 -100.00 0 -100.00
2014-10-10 2014-09-30 13F TORCHMARK COM 891027104 6,503 2,167 49.98 341 -3.94 0.0040
2014-08-20 2014-06-30 13F TORCHMARK COM 891027104 4,336 43 1.00 355 5.03 0.0046
2014-04-11 2014-03-31 13F TORCHMARK COM 891027104 4,293 0 0.00 338 0.90 0.0051
2014-01-06 2013-12-31 13F TORCHMARK COM 891027104 4,293 -100 -2.28 335 5.35 0.0057
2013-10-10 2013-09-30 13F TORCHMARK COM 891027104 4,393 -10 -0.23 318 10.80 0.0063
2013-07-09 2013-06-30 13F TORCHMARK COM 891027104 4,403 4,403 287 0.0067
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.