GL
Globe Life Inc. 13F Disclosure (Q2 2026) — Portfolio & Holdings
Globe Life Inc.CIK: 0000320335
Concentrated strategyQuality / disciplined sizingLong-term holder
Total reported value
$421.6M
Reporting period: 2026-06-30 · Number of holdings: 2
GLOBE LIFE INC. disclosed 2 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $421.6M and a quarterly turnover rate of 10.2%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 10.17
- Momentum
- 50
- Sector conviction
- 0
- Diversification
- 4
- Sizing Uniformity
- 89.41
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd VOO
-2.3% $40.4M
Trim VCLT
0.0% $373.4K
Holdings Map
New buyAddUnchangedTrim
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 87.43% | +1.25% | -2.28% | |
| 2 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 12.57% | -1.25% | — |
Portfolio Performance
Performance for Q3 2026
+1.3%
Performance Last 4 Quarters
+13.1%
- Stdev
- +11.8%
- Beta
- +0.95
- Alpha
- -0.5%
- Max Drawdown
- -6.9%
- Annualized Perf
- +21.1%
- Batting Avg vs S&P
- +33.3%
- Sortino
- +3.83
- Stutzer
- +0.5
- Treynor
- +0.21
- Sterling
- +1.37
- Calmar
- +3.05
- Information Ratio
- -1.46
- Tracking Error
- +1.1%
- Stdev Down
- +5.2%
- Winning Months %
- +63.9%
- Losing Months %
- +36.1%
- Best 12 Months
- +36.9%
- Worst 12 Months
- +7.9%
- Efficiency Ratio
- +0.72
- Sharpe
- +1.69
- Stdev Sectors
- —
- Skewness
- +0.1
- Kurtosis
- -0.14
- Upside Potential
- +5.38
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 2 | $421.6M | 10 | ||
| 2026 Q1 | 2 | $380.8M | 4 | ||
| 2025 Q4 | 2 | $397.8M | 1 | ||
| 2025 Q3 | 2 | $400.2M | 16 | ||
| 2025 Q2 | 2 | $365.0M | 0 | ||
| 2025 Q1 | 2 | $340.2M | 100 | ||
| 2024 Q4 | 2 | $358.3M | 0 | ||
| 2024 Q3 | 2 | $357.4M | 0 | ||
| 2024 Q2 | 2 | $331.2M | 0 | ||
| 2024 Q1 | 2 | $357.3M | 0 | ||
| 2023 Q4 | 2 | $334.6M | 0 | ||
| 2023 Q3 | 2 | $297.5M | 0 | ||
| 2023 Q2 | 1 | $300.6M | 0 | ||
| 2023 Q1 | 1 | $276.5M | 0 | ||
| 2022 Q4 | 1 | $258.3M | 0 | ||
| 2022 Q3 | 1 | $239.2M | 0 | ||
| 2022 Q2 | 1 | $251.7M | 0 | ||
| 2022 Q1 | 1 | $300.2M | 0 | ||
| 2021 Q4 | 1 | $315.7M | 0 | ||
| 2021 Q3 | 1 | $283.3M | 0 | ||
| 2021 Q2 | 1 | $281.7M | 100 | ||
| 2021 Q1 | 1 | $259.9M | 6 | ||
| 2020 Q4 | 1 | $245.2M | 12 | ||
| 2020 Q3 | 1 | $217.6M | 9 | ||
| 2020 Q2 | 1 | $199.5M | 18 | ||
| 2020 Q1 | 1 | $166.7M | 22 | ||
| 2019 Q4 | 1 | $207.2M | 9 | ||
| 2019 Q3 | 1 | $189.1M | 2 | ||
| 2019 Q2 | 1 | $185.8M | 4 | ||
| 2019 Q1 | 1 | $178.1M | 12 | ||
| 2018 Q4 | 1 | $157.7M | 14 | ||
| 2018 Q3 | 1 | $181.4M | 7 | ||
| 2018 Q2 | 1 | $168.7M | 3 | ||
| 2018 Q1 | 1 | $163.0M | 1 | ||
| 2017 Q4 | 1 | $164.4M | 5 | ||
| 2017 Q3 | 1 | $156.9M | 4 | ||
| 2017 Q2 | 1 | $150.3M | 6 | ||
| 2017 Q1 | 1 | $141.7M | 5 | ||
| 2016 Q4 | 1 | $134.8M | 100 | ||
| 2016 Q3 | 21 | $121.5M | 11 | ||
| 2016 Q2 | 23 | $120.7M | 10 | ||
| 2016 Q1 | 23 | $116.8M | 100 | ||
| 2015 Q4 | 24 | $118.1M | 100 | 18910272949746337833 | |
| 2015 Q3 | 25 | $128.4M | 33 | ||
| 2015 Q2 | 26 | $128.2M | 15 | ||
| 2015 Q1 | 24 | $128.8M | 32 | ||
| 2014 Q4 | 26 | $128.2M | 19 | ||
| 2014 Q3 | 24 | $124.3M | 14 | ||
| 2014 Q2 | 25 | $122.6M | 13 | ||
| 2014 Q1 | 25 | $116.7M | 17 | ||
| 2013 Q4 | 23 | $115.0M | 12 | ||
| 2013 Q3 | 23 | $104.6M | 19 | ||
| 2013 Q2 | 23 | $103.1M | — |
Holding changes this quarter
Globe Life Inc.'s most significant position changes for 2026-06-30: Trim: Vanguard S&p 500 ETF (VOO) — shares -2.28%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +1.3% | -2.28% | Trim |
| 2 | VCLT | Vanguard Long-term CORP Bond | -1.3% | — | Unchanged |
Filing History
FAQ
What is Globe Life Inc. and what type of investor is it?
Globe Life Inc. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $421.6M, spread across 2 disclosed positions.
What are Globe Life Inc.'s largest equity positions?
Based on the latest 13F filing, Globe Life Inc.'s top holdings by market value are:
1. Vanguard S&p 500 ETF (VOO) — $368.6M (87.4%)
2. Vanguard Long-term CORP Bond (VCLT) — $53.0M (12.6%)
What changes did Globe Life Inc. make in its most recent portfolio filing?
In the latest quarter, Globe Life Inc. took a more defensive posture — trimming 1 positions and completely exiting 0 holdings. The largest of these moves: Trim: Vanguard S&p 500 ETF (VOO) — shares -2.28%
What sectors does Globe Life Inc. focus on?
Sector breakdown data is not yet available for Globe Life Inc.. Check back after the next 13F processing cycle.
Investment Profile
Globe Life Inc. returned an annualized 21.1% over the trailing 36 months — underperforming the S&P 500 by 0.5 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.95 (roughly in line with the market) and a 33% quarterly batting average against the index.
Its portfolio is concentrated and long-term-holding.
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Developer Access
Access Globe Life Inc.'s institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/globe-life-incCLI
npx alphasmo institutions get globe-life-inc