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Institutional Ownership · SEC Form 13F

Who owns GBLI (GBLI)


Which tracked institutional funds hold GBLI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GBLI company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

24
Institutional holders
2,862,814
Shares held (tracked funds)

How the tape is positioned

2 tracked funds added or opened GBLI while 3 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

GBLI’s largest tracked holder by dollar value, Richmond Hill Investments, LLC, sizes it at 36.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 36.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in GBLI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 24 tracked filers holding GBLI, 11 increased or opened the position and 9 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in GBLI between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 1

  • RAYMOND JAMES FINANCIAL INC$873K

Largest adds

  • CANNELL CAPITAL LLC$1M

Largest trims

  • HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$2M
  • BERKLEY W R CORP$1M
  • RBF Capital, LLC$254K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BERKLEY W R CORP919,661$25M16.8%2026-Q1
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed910,113$25M16.6%2026-Q1
AMERIPRISE FINANCIAL INC added310,683$8M5.7%2026-Q1
CANNELL CAPITAL LLC added257,360$7M4.7%2026-Q1
RBF Capital, LLC trimmed214,692$6M3.9%2026-Q1
Boston Partners added153,779$4M2.8%2026-Q1
RAYMOND JAMES FINANCIAL INC new32,048$873K0.6%2026-Q1
HARBOR CAPITAL ADVISORS, INC.23,692$645K0.4%2026-Q1
Quent Capital, LLC added10,363$282K0.2%2026-Q1
CITADEL ADVISORS LLC added9,061$247K0.2%2026-Q1
Flagship Capital Management Inc.8,482$231K0.2%2026-Q1
State of Wyoming added5,993$163K0.1%2026-Q1
MORGAN STANLEY trimmed3,175$86K0.1%2026-Q1
CALDWELL SUTTER CAPITAL, INC.1,200$33K0.0%2026-Q1
BARCLAYS PLC added1,107$30K0.0%2026-Q1
CITIGROUP INC added560$15K0.0%2026-Q1
Costello Asset Management, INC380$10K0.0%2026-Q1
UBS Group AG added298$8K0.0%2026-Q1
BlackRock, Inc.114$3K0.0%2026-Q1
OSAIC HOLDINGS, INC. trimmed43$1K0.0%2026-Q1
JPMORGAN CHASE & CO4$1100.0%2026-Q1
DEUTSCHE BANK AG\4$1090.0%2026-Q1
WELLS FARGO & COMPANY/MN trimmed1$390.0%2026-Q1
FMR LLC1$270.0%2026-Q1
Richmond Hill Investments, LLC2,397,226$70M46.7%2025-Q3 stale
Cove Street Capital, LLC added18,746$545K0.4%2025-Q3 stale
MARYLAND CAPITAL ADVISORS INC. new11,629$330K0.2%2025-Q4 stale
Quent Long Short Global Small Cap Fund, LP new10,232$290K0.2%2025-Q4 stale
Huber Capital Management LLC6,433$222K0.1%2025-Q1 stale
BANK OF AMERICA CORP /DE/ trimmed4,145$118K0.1%2025-Q4 stale
Clearstead Advisors, LLC added1,454$41K0.0%2025-Q4 stale
NewEdge Advisors, LLC1$310.0%2025-Q2 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%2025-Q2 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership