Farmers & Merchants Trust Company’s National Western Life Group, Inc. Class A NWLI Stock Holding History

Farmers & Merchants Trust Company’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 Q1	–	Sell	-820	Closed	-$230K	–	190
2022 Q4	$230K	Buy	+820	New	+$175K	0.07%	147
2021 Q2	–	Sell	-900	Closed	-$224K	–	181
2021 Q1	$224K	Buy	+900	New	+$193K	0.08%	137
2020 Q2	–	Sell	-1,300	Closed	-$224K	–	138
2020 Q1	$224K	Hold	1,300	–	–	0.12%	112
2019 Q4	$378K	Sell	1,300 -140	-10%	-$37.5K	0.16%	100
2019 Q3	$386K	Sell	1,440 -20	-1%	-$5.26K	0.17%	103
2019 Q2	$375K	Hold	1,460	–	–	0.17%	100
2019 Q1	$383K	Hold	1,460	–	–	0.17%	99
2018 Q4	$439K	Buy	+1,460	New	+$427K	0.22%	88

Other funds holding NWLI

MNBTD

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CGIC

Continental General Insurance Company Austin, Texas $693M AUM 90.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

RAM

RK Asset Management Grosse Pointe Farms, Michigan $106M AUM 0.38% 1-Year Est. Return

Farmers & Merchants Trust Company's NWLI Position: Q1 2023 in Review

Farmers & Merchants Trust Company sold out of National Western Life Group, Inc. Class A (NWLI) in Q1 2023, closing a stake of 820 shares — an estimated $230K sold.

Farmers & Merchants Trust Company first reported a position in NWLI in Q4 2018 and held it in 8 quarters. The position peaked at $439K in Q4 2018. 112 funds tracked by Wall St. Rank hold NWLI as of Q1 2023.

Farmers & Merchants Trust Company reported no remaining National Western Life Group, Inc. Class A position as of Q1 2023 after selling out during the quarter.
Farmers & Merchants Trust Company sold 820 National Western Life Group, Inc. Class A shares in Q1 2023, an estimated $230K.
Farmers & Merchants Trust Company first reported a position in National Western Life Group, Inc. Class A in Q4 2018 and held it in 8 quarters.
Farmers & Merchants Trust Company's National Western Life Group, Inc. Class A position peaked at $439K in Q4 2018.
112 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q1 2023.

Based on Farmers & Merchants Trust Company's 13F filing for Q1 2023, filed 24 Apr 2023.