Globe Life Inc.
US ˙ NYSE ˙ US37959E1029

SecurityGL / Globe Life Inc.
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership3,031 shares
Latest Disclosed Value $ 421,853
EP Wealth Advisors, Inc. reports 9.74% decrease in ownership of GL / Globe Life Inc.

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 3,031 shares of Globe Life Inc. (US:GL) valued at $421,824 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 3,358 shares of Globe Life Inc.. This represents a change in shares of -9.74% during the quarter. The current value of the position is $467,714 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)
2026-05-14 2026-03-31 13F GLOBE LIFE COM 37959E102 3,031 -327 -9.74 422 -10.23 0.0021
2026-02-18 2025-12-31 13F GLOBE LIFE COM 37959E102 3,358 303 9.92 470 23.75 0.0024
2025-08-14 2025-06-30 13F GLOBE LIFE COM 37959E102 3,055 1,000 48.66 380 40.37 0.0025
2025-05-15 2025-03-31 13F GLOBE LIFE COM 37959E102 2,055 2,055 271 0.0022
2024-05-14 2024-03-31 13F GLOBE LIFE COM 37959E102 0 -2,201 -100.00 0 -100.00
2024-02-28 2023-12-31 13F GLOBE LIFE COM 37959E102 2,201 -35 -1.57 268 9.88 0.0034
2023-11-24 2023-09-30 13F GLOBE LIFE COM 37959E102 2,236 -16,715 -88.20 243 -0.82 0.0038
2023-08-14 2023-06-30 13F GLOBE LIFE COM 37959E102 18,951 -1,509 -7.38 245 -85.98 0.0035
2023-06-05 2023-03-31 13F GLOBE LIFE COM 37959E102 20,460 18,224 815.03 1,749 549.81 0.0301
2023-06-12 2022-12-31 13F GLOBE LIFE COM 37959E102 2,236 2,236 270 0.0049
2022-12-02 2022-09-30 13F GLOBE LIFE COM 37959E102 0 -2,432 -100.00 0 -100.00
2022-08-11 2022-06-30 13F GLOBE LIFE COM 37959E102 2,432 153 6.71 237 3.49 0.0053
2022-05-20 2022-03-31 13F GLOBE LIFE COM 37959E102 2,279 2,279 229 0.0050
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.