Lazard Asset Management
NWLI

Lazard Asset Management’s National Western Life Group, Inc. Class A NWLI Stock Holding History

Lazard Asset Management’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
Q4 		– Sell
-1,208
Closed -$528K – 2526
2023
Q3 		$528K Buy
+1,208
New +$531K ﹤0.01% 1135
2019
Q4 		– Sell
-55
Closed -$14K – 1695
2019
Q3 		$14K Buy
+55
New +$14.5K ﹤0.01% 1205

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

Lazard Asset Management's NWLI Position: Q4 2023 in Review

Lazard Asset Management sold out of National Western Life Group, Inc. Class A (NWLI) in Q4 2023, closing a stake of 1,208 shares — an estimated $528K sold.

Lazard Asset Management first reported a position in NWLI in Q3 2019 and held it in 2 quarters. The position peaked at $528K in Q3 2023. 152 funds tracked by Wall St. Rank hold NWLI as of Q4 2023.

  • Lazard Asset Management reported no remaining National Western Life Group, Inc. Class A position as of Q4 2023 after selling out during the quarter.
  • Lazard Asset Management sold 1,208 National Western Life Group, Inc. Class A shares in Q4 2023, an estimated $528K.
  • Lazard Asset Management first reported a position in National Western Life Group, Inc. Class A in Q3 2019 and held it in 2 quarters.
  • Lazard Asset Management's National Western Life Group, Inc. Class A position peaked at $528K in Q3 2023.
  • 152 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q4 2023.

Based on Lazard Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.