Globe Life Inc. (GL) shareholders
Close on Nov 13, 2026Market cap $12.35BP/E 10.8Yield 0.67%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 6,695,570 | 7.10% | 13G (passive) amendment | Dec 31, 2023 |
| Vanguard Capital Management | 5,847,224 | 7.45% | 13G (passive) | Mar 31, 2026 |
| Invesco Ltd. | 5,020,088 | 6.50% | 13G (passive) amendment | Sep 30, 2026 |
| Vanguard Portfolio Management | 4,269,535 | 5.44% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of GL | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,528,883 | – | $987.90M | −13,648 | 0.01% |
| Vanguard Capital Management LLC | 5,080,734 | – | $907.83M | −69,258 | 0.02% |
| Invesco Ltd. | 4,619,219 | – | $825.36M | +602,869 | 0.07% |
| Vanguard Portfolio Management LLC | 4,181,598 | – | $747.17M | −72,505 | 0.03% |
| State Street Corp | 3,735,409 | – | $667.44M | +76,745 | 0.02% |
| Geode Capital Management, LLC | 2,804,413 | – | $500.42M | +75,079 | 0.03% |
| Dimensional Fund Advisors LP | 2,393,372 | – | $427.65M | +40,180 | 0.08% |
| Morgan Stanley | 1,940,584 | – | $346.74M | +8,706 | 0.02% |
| Aqr Capital Management LLC | 1,515,987 | – | $270.88M | +318,085 | 0.09% |
| Nuveen, LLC | 1,496,640 | – | $267.42M | −2,207 | 0.06% |
| Arrowstreet Capital, Limited Partnership | 1,440,836 | – | $257.45M | +37,860 | 0.11% |
| Pzena Investment Management LLC | 1,355,811 | – | $242.26M | +329,565 | 0.71% |
| Swedbank AB | 1,301,300 | – | $232.52M | +192,100 | 0.20% |
| FMR LLC | 1,266,887 | – | $226.37M | +216,923 | 0.01% |
| Norges Bank | 915,219 | – | $163.53M | New | 0.02% |
| Westfield Capital Management Co LP | 770,990 | – | $137.76M | −71,433 | 0.45% |
| Northern Trust Corp | 768,122 | – | $137.25M | −16,786 | 0.02% |
| Wellington Management Group Llp | 761,798 | – | $136.12M | −561,683 | 0.02% |
| Charles Schwab Investment Management Inc | 734,319 | – | $131.21M | −11,298 | 0.02% |
| Regions Financial Corp | 710,501 | – | $126.95M | −31,409 | 0.76% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 700 | 65M | 104 / 237 | 216 / 61 | 5M | 4M |
| Q1 2026 | 668 | 64M | 84 / 222 | 224 / 85 | 15M | 6M |
| Q4 2025 | 682 | 66M | 88 / 194 | 260 / 61 | 6M | 7M |
| Q3 2025 | 674 | 66M | 98 / 192 | 256 / 55 | 6M | 7M |
| Q2 2025 | 640 | 68M | 97 / 204 | 225 / 55 | 5M | 5M |
| Q1 2025 | 607 | 68M | 96 / 188 | 210 / 46 | 5M | 6M |
| Q4 2024 | 566 | 70M | 96 / 171 | 201 / 49 | 7M | 6M |
| Q3 2024 | 526 | 69M | 80 / 184 | 180 / 53 | 11M | 10M |
| Q2 2024 | 503 | 74M | 74 / 157 | 200 / 162 | 17M | 26M |
| Q1 2024 | 597 | 84M | 62 / 220 | 196 / 50 | 11M | 8M |
| Q4 2023 | 588 | 81M | 91 / 183 | 205 / 38 | 11M | 5M |
| Q3 2023 | 543 | 76M | 57 / 174 | 188 / 52 | 4M | 5M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
552 funds held GL in Q2 2026, 55% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of GL | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 2,464,519 | – | $440.36M | 0.02% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 2,011,077 | – | $359.34M | 0.02% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,780,297 | – | $318.10M | 0.17% | Jun 30, 2026 |
| Invesco Small Cap Value Fund | 1,416,810 | – | $258.21M | 2.32% | Jul 31, 2026 |
| Invesco S&P 500 Equal Weight ETF | 1,147,652 | – | $209.16M | 0.22% | Jul 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 1,128,004 | – | $201.55M | 0.30% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 1,067,856 | – | $190.80M | 0.02% | Jun 30, 2026 |
| Invesco Value Opportunities Fund | 1,026,146 | – | $187.02M | 2.06% | Jul 31, 2026 |
| Fidelity 500 Index Fund | 1,018,722 | – | $156.11M | 0.02% | May 31, 2026 |
| College Retirement Equities Fund - Total Global Stock Account | 856,737 | – | $153.08M | 0.11% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Dividend ETF | 558,853 | – | $99.86M | 0.47% | Jun 30, 2026 |
| State Street(R) Financial Select Sector SPDR(R) ETF | 524,858 | – | $93.78M | 0.18% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 501,857 | – | $91.46M | 0.54% | Jul 31, 2026 |
| College Retirement Equities Fund - Global Equities Account | 460,834 | – | $82.34M | 0.21% | Jun 30, 2026 |
| Vanguard Selected Value Fund | 456,259 | – | $83.15M | 1.19% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| James Matthew Darden | Co-Chairman & CEO, Director | 63,053 | Aug 3, 2026 |
| Frank M. Svoboda | Co-Chairman & CEO, Director | 190,874 | Jun 15, 2026 |
| Rebecca E. Zorn | EVP & Chief Talent Officer | 17,631 | Nov 13, 2026 |
| Robert Edward Hensley | EVP & Chief Investment Officer | 12,384 | Oct 27, 2026 |
| Michael Clay Majors | EVP - Chief Strategy Officer | 39,141 | Oct 26, 2026 |
| Robert Brian Mitchell | EVP, General Counsel and CRO | 88,900 | Aug 10, 2026 |
| Thomas Peter Kalmbach | EVP & CFO | 61,726 | Jul 30, 2026 |
| Dolores L. Skarjune | EVP and Chief Admin. Officer | 16,596 | Jun 30, 2026 |
| Michael Shane Henrie | SVP & Chief Accounting Officer | 4,114 | May 7, 2026 |
| Jennifer Allison Haworth | EVP & Chief Marketing Officer | 23,770 | Mar 2, 2026 |
| Robert Sweeney | EVP, Underwriting & Sales Adm. | 906 | Feb 27, 2026 |
| Christopher Kyle Tyler | EVP and Chief Info Officer | 9,874 | Feb 27, 2026 |
| Cheryl Alston | Director | 16,621 | Jun 26, 2026 |
| Sandra L. Phillips | Director | 1,174 | Mar 24, 2026 |
| Derek T. Kan | Director | 0 | Mar 19, 2026 |
| Mark A. Blinn | Director | 3,043 | Feb 18, 2026 |
| Matthew J. Adams | Director | 2,558 | Jan 14, 2026 |
| James Brannen | Director | 10,103 | Jan 5, 2026 |
| Philip M. Jacobs | Director | 2,563 | Jan 5, 2026 |
| Marilyn A. Alexander | Director | 22,607 | Jan 5, 2026 |
| David A. Rodriguez | Director | 7,226 | Jan 5, 2026 |
| Mary E. Thigpen | Director | 18,747 | Jan 5, 2026 |
| Linda Addison | Director | 20,406 | Jan 5, 2026 |
| Alice S. Cho | Director | 5,877 | Jan 5, 2026 |
| Steven Paul Johnson | Director | 17,275 | Jan 3, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Rebecca E. Zorn EVP & Chief Talent Officer | Nov 11, 2026 | Gift | −166 | – | – | 17,631 |
| Rebecca E. Zorn EVP & Chief Talent Officer | Nov 11, 2026 | Sale | −1,000 | $161.53 | $161.53K | 17,797 |
| Rebecca E. Zorn EVP & Chief Talent Officer | Nov 11, 2026 | Option exercise | +1,000 | $98.32 | $98.32K | 18,797 |
| Michael Clay Majors EVP - Chief Strategy Officer | Oct 23, 2026 | Sale | −14,377 | $154.48 | $2.22M | 39,141 |
| Robert Edward Hensley EVP & Chief Investment Officer | Sep 22, 2026 | Sale | −6,656 | $170.34 | $1.13M | 12,384 |
| Robert Edward Hensley EVP & Chief Investment Officer | Sep 22, 2026 | Option exercise | +10,000 | $103.23 | $1.03M | 22,384 |
| Robert Edward Hensley EVP & Chief Investment Officer | Sep 22, 2026 | Sale | −3,344 | $169.53 | $566.91K | 19,040 |
| Robert Brian Mitchell EVP, General Counsel and CRO | Aug 7, 2026 | Option exercise | +23,000 | $103.23 | $2.37M | 30,981 |
| Robert Brian Mitchell EVP, General Counsel and CRO | Aug 7, 2026 | Sale | −1,017 | $184.75 | $187.89K | 7,981 |
| Robert Brian Mitchell EVP, General Counsel and CRO | Aug 7, 2026 | Sale | −11,454 | $182.77 | $2.09M | 19,527 |
| Robert Brian Mitchell EVP, General Counsel and CRO | Aug 7, 2026 | Sale | −10,529 | $183.83 | $1.94M | 8,998 |
| James Matthew Darden Co-Chairman & CEO, Director | Jul 31, 2026 | Sale | −49,600 | $182.43 | $9.05M | 58,851 |
| James Matthew Darden Co-Chairman & CEO, Director | Jul 31, 2026 | Sale | −400 | $183.36 | $73.34K | 58,451 |
| James Matthew Darden Co-Chairman & CEO, Director | Jul 31, 2026 | Option exercise | +50,000 | $98.32 | $4.92M | 108,451 |
| Thomas Peter Kalmbach EVP & CFO | Jul 30, 2026 | Option exercise | +10,000 | $103.23 | $1.03M | 60,568 |
| Thomas Peter Kalmbach EVP & CFO | Jul 30, 2026 | Sale | −10,720 | $179.30 | $1.92M | 60,848 |
| Thomas Peter Kalmbach EVP & CFO | Jul 30, 2026 | Option exercise | +11,000 | $120.49 | $1.33M | 71,568 |
| Thomas Peter Kalmbach EVP & CFO | Jul 30, 2026 | Sale | −4,840 | $180.08 | $871.59K | 56,008 |
| Thomas Peter Kalmbach EVP & CFO | Jul 30, 2026 | Sale | −2,790 | $181.81 | $507.25K | 50,568 |
| Thomas Peter Kalmbach EVP & CFO | Jul 30, 2026 | Sale | −2,650 | $181.23 | $480.26K | 53,358 |
| Michael Clay Majors EVP - Chief Strategy Officer | Jul 29, 2026 | Sale | −3,500 | $179.35 | $627.73K | 53,518 |
| Michael Clay Majors EVP - Chief Strategy Officer | Jul 29, 2026 | Sale | −33,500 | $178.56 | $5.98M | 57,018 |
| Michael Clay Majors EVP - Chief Strategy Officer | Jul 29, 2026 | Option exercise | +37,000 | $103.23 | $3.82M | 90,518 |
| Thomas Peter Kalmbach EVP & CFO | Jul 28, 2026 | Sale | −9,550 | $178.06 | $1.70M | 66,668 |
| Thomas Peter Kalmbach EVP & CFO | Jul 28, 2026 | Sale | −3,797 | $179.42 | $681.26K | 50,568 |
| Thomas Peter Kalmbach EVP & CFO | Jul 28, 2026 | Sale | −12,303 | $178.73 | $2.20M | 54,365 |
| Thomas Peter Kalmbach EVP & CFO | Jul 28, 2026 | Option exercise | +11,550 | $128.40 | $1.48M | 76,218 |
| Thomas Peter Kalmbach EVP & CFO | Jul 28, 2026 | Option exercise | +14,100 | $120.49 | $1.70M | 64,668 |
| Dolores L. Skarjune EVP and Chief Admin. Officer | Jun 30, 2026 | Sale | −1,850 | $179.18 | $331.48K | 13,697 |
| Dolores L. Skarjune EVP and Chief Admin. Officer | Jun 30, 2026 | Option exercise | +1,850 | $103.23 | $190.98K | 15,547 |
| Cheryl Alston Director | Jun 25, 2026 | Sale | −2,564 | $180.57 | $462.98K | 16,621 |
| Cheryl Alston Director | Jun 25, 2026 | Sale | −1,934 | $180.13 | $348.37K | 19,185 |
| Cheryl Alston Director | Jun 25, 2026 | Sale | −1,010 | $178.71 | $180.50K | 21,119 |
| Cheryl Alston Director | Jun 25, 2026 | Sale | −2,750 | $177.56 | $488.29K | 22,129 |
| Cheryl Alston Director | Jun 25, 2026 | Option exercise | +14,017 | $105.56 | $1.48M | 24,879 |
| Rebecca E. Zorn EVP & Chief Talent Officer | Jun 18, 2026 | Option exercise | +2,000 | $98.32 | $196.64K | 19,797 |
| Rebecca E. Zorn EVP & Chief Talent Officer | Jun 18, 2026 | Sale | −2,000 | $170.10 | $340.20K | 17,797 |
| Robert Brian Mitchell EVP, General Counsel and CRO | Jun 12, 2026 | Gift | −1,250 | – | – | 43,369 |
| Dolores L. Skarjune EVP and Chief Admin. Officer | Jun 12, 2026 | Sale | −1,103 | $166.51 | $183.66K | 14,571 |
| Dolores L. Skarjune EVP and Chief Admin. Officer | Jun 12, 2026 | Option exercise | +2,475 | $98.32 | $243.34K | 16,172 |
| Dolores L. Skarjune EVP and Chief Admin. Officer | Jun 12, 2026 | Option exercise | +1,700 | $103.23 | $175.49K | 17,872 |
| Dolores L. Skarjune EVP and Chief Admin. Officer | Jun 12, 2026 | Sale | −874 | $167.25 | $146.18K | 13,697 |
| Dolores L. Skarjune EVP and Chief Admin. Officer | Jun 12, 2026 | Sale | −2,198 | $165.58 | $363.94K | 15,674 |
| Frank M. Svoboda Co-Chairman & CEO, Director | Jun 12, 2026 | Sale | −5,634 | $166.93 | $940.48K | 54,020 |
| Frank M. Svoboda Co-Chairman & CEO, Director | Jun 12, 2026 | Sale | −4,366 | $166.36 | $726.33K | 59,654 |
| Frank M. Svoboda Co-Chairman & CEO, Director | Jun 12, 2026 | Option exercise | +10,000 | $100.74 | $1.01M | 64,020 |
| Frank M. Svoboda Co-Chairman & CEO, Director | Jun 11, 2026 | Sale | −7,370 | $165.13 | $1.22M | 54,020 |
| Frank M. Svoboda Co-Chairman & CEO, Director | Jun 11, 2026 | Sale | −2,630 | $164.20 | $431.85K | 61,390 |
| Frank M. Svoboda Co-Chairman & CEO, Director | Jun 11, 2026 | Option exercise | +10,000 | $100.74 | $1.01M | 64,020 |
| Robert Brian Mitchell EVP, General Counsel and CRO | May 29, 2026 | Sale | −500 | $155.55 | $77.78K | 44,719 |
| Robert Brian Mitchell EVP, General Counsel and CRO | May 29, 2026 | Sale | −100 | $155.57 | $15.56K | 44,619 |
| Robert Brian Mitchell EVP, General Counsel and CRO | May 27, 2026 | Gift | −320 | – | – | 45,219 |
| Frank M. Svoboda Co-Chairman & CEO, Director | May 22, 2026 | Sale | −1,590 | $157.05 | $249.71K | 54,020 |
| Frank M. Svoboda Co-Chairman & CEO, Director | May 22, 2026 | Option exercise | +20,000 | $100.74 | $2.01M | 74,020 |
| Frank M. Svoboda Co-Chairman & CEO, Director | May 22, 2026 | Sale | −18,410 | $156.65 | $2.88M | 55,610 |
| Thomas Peter Kalmbach EVP & CFO | May 22, 2026 | Sale | −7,936 | $156.59 | $1.24M | 50,496 |
| Thomas Peter Kalmbach EVP & CFO | May 22, 2026 | Option exercise | +10,000 | $103.23 | $1.03M | 58,432 |
| Thomas Peter Kalmbach EVP & CFO | May 19, 2026 | Option exercise | +15,000 | $103.23 | $1.55M | 60,335 |
| Thomas Peter Kalmbach EVP & CFO | May 19, 2026 | Sale | −11,903 | $156.61 | $1.86M | 48,432 |
| Thomas Peter Kalmbach EVP & CFO | May 11, 2026 | Sale | −1,761 | $154.16 | $271.48K | 45,335 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Globe Life's stock actually held short. Settlement fails (shares not delivered on time) peaked at 4,962 shares on Sep 23, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Michael Clay Majors Executive Officer | Oct 26, 2026 | 14,377 | $2.41M | Oct 23, 2026 | Restricted Stock Vesting |
| Robert Edward Hensley Executive Officer | Sep 22, 2026 | 10,000 | $1.72M | Sep 22, 2026 | Stock Option Exercise |
| Frank M. Svoboda Co-CEO | Aug 13, 2026 | 16,500 | $2.94M | Aug 14, 2026 | Stock Option Exercise |
| Robert Brian Mitchell OFFICER | Aug 5, 2026 | 23,000 | $4.23M | Aug 5, 2026 | Stock Option Exercise |
| James Matt Darden Co-CEO | Jul 29, 2026 | 50,000 | $8.96M | Jul 29, 2026 | Stock Option Exercise |
| Thomas Peter Kalmbach Executive Officer | Jul 27, 2026 | 46,650 | $8.09M | Jul 27, 2026 | Stock Option Exercise |
| Michael Clay Majors OFFICER | Jul 24, 2026 | 37,000 | $6.33M | Jul 24, 2026 | Stock Option Exercise |
| Dolores L. Skarjune OFFICER | Jun 30, 2026 | 1,850 | $331.72K | Jun 30, 2026 | Stock Option Exercise |
| Rebecca E. Zorn OFFICER | Jun 18, 2026 | 2,000 | $338.34K | Jun 18, 2026 | Stock Option Exercise |
| Cheryl Alston DIRECTOR | Jun 15, 2026 | 14,017 | $2.34M | Jun 15, 2026 | Stock Option Exercise Sell to Cover |
| Dolores L. Skarjune OFFICER | Jun 12, 2026 | 4,175 | $689.29K | Jun 12, 2026 | Stock Option Exercise |
| Frank M. Svoboda Co-CEO | Jun 11, 2026 | 25,000 | $3.98M | Jun 11, 2026 | Stock Option Exercise |
| Robert Brian Mitchell Officer | May 29, 2026 | 600 | $92.27K | May 29, 2026 | Performance Shares |
| Thomas Peter Kalmbach Executive VP / CFO | May 20, 2026 | 35,000 | $5.51M | May 19, 2026 | Stock Option Exercise |
| Thomas Peter Kalmbach OFFICER | May 19, 2026 | 35,000 | $5.51M | May 19, 2026 | Stock Option Exercise |
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