Barrow, Hanley, Mewhinney & Strauss
NWLI

Barrow, Hanley, Mewhinney & Strauss’s National Western Life Group, Inc. Class A NWLI Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’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
2023
Q2 		– Sell
-53
Closed -$12.9K – 319
2023
Q1 		$12.9K Sell
53
-2
-4% -$521 ﹤0.01% 148
2022
Q4 		$15.5K Hold
55
– – ﹤0.01% 134
2022
Q3 		$9K Hold
55
– – ﹤0.01% 172
2022
Q2 		$11K Hold
55
– – ﹤0.01% 166
2022
Q1 		$12K Sell
55
-570
-91% -$122K ﹤0.01% 180
2021
Q4 		$134K Buy
625
+571
+1,057% +$124K ﹤0.01% 194
2021
Q3 		$11K Hold
54
– – ﹤0.01% 313
2021
Q2 		$12K Sell
54
-20
-27% -$4.77K ﹤0.01% 314
2021
Q1 		$18K Sell
74
-16
-18% -$3.43K ﹤0.01% 313
2020
Q4 		$19K Sell
90
-144
-62% -$27.9K ﹤0.01% 312
2020
Q3 		$43K Sell
234
-724
-76% -$149K ﹤0.01% 306
2020
Q2 		$195K Sell
958
-165
-15% -$31.5K ﹤0.01% 291
2020
Q1 		$193K Sell
1,123
-1,081
-49% -$265K ﹤0.01% 273
2019
Q4 		$641K Sell
2,204
-118
-5% -$31.6K ﹤0.01% 270
2019
Q3 		$623K Sell
2,322
-277
-11% -$72.9K ﹤0.01% 282
2019
Q2 		$668K Sell
2,599
-99
-4% -$26.3K ﹤0.01% 283
2019
Q1 		$709K Buy
2,698
+65
+2% +$19.1K ﹤0.01% 291
2018
Q4 		$791K Buy
+2,633
New +$771K ﹤0.01% 286
2015
Q4 		– Sell
-4,862
Closed -$1.08M – 337
2015
Q3 		$1.08M Buy
+4,862
New +$1.14M ﹤0.01% 283

Other funds holding NWLI

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CGIC
Continental General Insurance Company Austin, Texas $693M AUM 90.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.6% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss's NWLI Position: Q2 2023 in Review

Barrow, Hanley, Mewhinney & Strauss sold out of National Western Life Group, Inc. Class A (NWLI) in Q2 2023, closing a stake of 53 shares — an estimated $12.9K sold.

Barrow, Hanley, Mewhinney & Strauss first reported a position in NWLI in Q3 2015 and held it in 19 quarters. The position peaked at $1.08M in Q3 2015. 117 funds tracked by Wall St. Rank hold NWLI as of Q2 2023.

  • Barrow, Hanley, Mewhinney & Strauss reported no remaining National Western Life Group, Inc. Class A position as of Q2 2023 after selling out during the quarter.
  • Barrow, Hanley, Mewhinney & Strauss sold 53 National Western Life Group, Inc. Class A shares in Q2 2023, an estimated $12.9K.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in National Western Life Group, Inc. Class A in Q3 2015 and held it in 19 quarters.
  • Barrow, Hanley, Mewhinney & Strauss's National Western Life Group, Inc. Class A position peaked at $1.08M in Q3 2015.
  • 117 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q2 2023.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q2 2023, filed 10 Aug 2023.