Algert Global’s National Western Life Group, Inc. Class A NWLI Stock Holding History

Algert Global’s Portfolio NWLI Stock Details NWLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,121	Closed	-$557K	–	1671
2024 Q2	$557K	Buy	1,121 +208	+23%	+$102K	0.02%	872
2024 Q1	$449K	Sell	913 -650	-42%	-$315K	0.02%	793
2023 Q4	$755K	Buy	1,563 +910	+139%	+$433K	0.03%	692
2023 Q3	$286K	Hold	653	–	–	0.01%	906
2023 Q2	$271K	Buy	+653	New	+$208K	0.01%	931

Other funds holding NWLI

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Algert Global's NWLI Position: Q3 2024 in Review

Algert Global sold out of National Western Life Group, Inc. Class A (NWLI) in Q3 2024, closing a stake of 1,121 shares — an estimated $557K sold.

Algert Global first reported a position in NWLI in Q2 2023 and held it in 5 quarters. The position peaked at $755K in Q4 2023. 1 fund tracked by Wall St. Rank holds NWLI as of Q3 2024.

Algert Global reported no remaining National Western Life Group, Inc. Class A position as of Q3 2024 after selling out during the quarter.
Algert Global sold 1,121 National Western Life Group, Inc. Class A shares in Q3 2024, an estimated $557K.
Algert Global first reported a position in National Western Life Group, Inc. Class A in Q2 2023 and held it in 5 quarters.
Algert Global's National Western Life Group, Inc. Class A position peaked at $755K in Q4 2023.
1 fund tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q3 2024.

Based on Algert Global's 13F filing for Q3 2024, filed 12 Nov 2024.