KS
NWLI

Karpas Strategies’s National Western Life Group, Inc. Class A NWLI Stock Holding History

Karpas Strategies’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
Q2 		$461K Hold
927
– – 0.14% 88
2024
Q1 		$456K Hold
927
– – 0.14% 87
2023
Q4 		$448K Buy
927
+1
+0.1% +$476 0.15% 81
2023
Q3 		$405K Hold
926
– – 0.15% 82
2023
Q2 		$385K Hold
926
– – 0.13% 89
2023
Q1 		$225K Hold
926
– – 0.08% 111
2022
Q4 		$260K Buy
+926
New +$197K 0.09% 104

Other funds holding NWLI

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Karpas Strategies's NWLI Position: Q2 2024 in Review

Karpas Strategies held its National Western Life Group, Inc. Class A (NWLI) position steady in Q2 2024 at 927 shares worth $461K. The position accounts for 0.14% of the portfolio, ranked #88.

Karpas Strategies first reported a position in NWLI in Q4 2022 and has held it in 7 quarters since. 153 funds tracked by Wall St. Rank hold NWLI as of Q2 2024.

  • Karpas Strategies held 927 shares of National Western Life Group, Inc. Class A worth $461K as of Q2 2024.
  • Karpas Strategies left its National Western Life Group, Inc. Class A share count unchanged in Q2 2024.
  • National Western Life Group, Inc. Class A made up 0.14% of Karpas Strategies's portfolio in Q2 2024, its #88 holding.
  • Karpas Strategies first reported a position in National Western Life Group, Inc. Class A in Q4 2022 and has held it in 7 quarters since.
  • 153 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q2 2024.

Based on Karpas Strategies's 13F filing for Q2 2024, filed 30 Jul 2024.