Legal & General Group
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Legal & General Group’s Westwood Holdings Group WHG Stock Holding History

Legal & General Group’s Portfolio WHG Stock Details WHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.1K Hold
675
– – ﹤0.01% 3156
2025
Q4 		$11.6K Hold
675
– – ﹤0.01% 3210
2025
Q3 		$11.1K Hold
675
– – ﹤0.01% 3260
2025
Q2 		$10.5K Buy
+675
New +$10.5K ﹤0.01% 3274
2021
Q2 		– Sell
-692
Closed -$10K – 3659
2021
Q1 		$10K Sell
692
-760
-52% -$11.6K ﹤0.01% 3386
2020
Q4 		$21K Hold
1,452
– – ﹤0.01% 3075
2020
Q3 		$16K Sell
1,452
-373
-20% -$4.58K ﹤0.01% 3054
2020
Q2 		$29K Sell
1,825
-328
-15% -$6.24K ﹤0.01% 2915
2020
Q1 		$40K Sell
2,153
-206
-9% -$5.17K ﹤0.01% 2674
2019
Q4 		$70K Hold
2,359
– – ﹤0.01% 2705
2019
Q3 		$65K Buy
2,359
+760
+48% +$23.1K ﹤0.01% 2655
2019
Q2 		$53K Hold
1,599
– – ﹤0.01% 2761
2019
Q1 		$57K Hold
1,599
– – ﹤0.01% 2667
2018
Q4 		$54K Buy
1,599
+328
+26% +$13.5K ﹤0.01% 2668
2018
Q3 		$66K Hold
1,271
– – ﹤0.01% 2647
2018
Q2 		$76K Sell
1,271
-167
-12% -$9.73K ﹤0.01% 2582
2018
Q1 		$81K Sell
1,438
-690
-32% -$42K ﹤0.01% 2540
2017
Q4 		$142K Hold
2,128
– – ﹤0.01% 2441
2017
Q3 		$143K Buy
2,128
+232
+12% +$13.9K ﹤0.01% 2455
2017
Q2 		$107K Hold
1,896
– – ﹤0.01% 2570
2017
Q1 		$100K Sell
1,896
-28
-1% -$1.6K ﹤0.01% 2538
2016
Q4 		$116K Buy
1,924
+621
+48% +$35.1K ﹤0.01% 2473
2016
Q3 		$68K Hold
1,303
– – ﹤0.01% 2384
2016
Q2 		$68K Hold
1,303
– – ﹤0.01% 2313
2016
Q1 		$76K Hold
1,303
– – ﹤0.01% 2217
2015
Q4 		$68K Hold
1,303
– – ﹤0.01% 2292
2015
Q3 		$70K Hold
1,303
– – ﹤0.01% 2257
2015
Q2 		$78K Hold
1,303
– – ﹤0.01% 2301
2015
Q1 		$79K Buy
1,303
+339
+35% +$20.6K ﹤0.01% 2198
2014
Q4 		$61K Sell
964
-112
-10% -$6.8K ﹤0.01% 2314
2014
Q3 		$61K Buy
+1,076
New +$62.2K ﹤0.01% 2273

Other funds holding WHG

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
Settian Capital New York $143M AUM 13.68% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Legal & General Group's WHG Position: Q1 2026 in Review

Legal & General Group held its Westwood Holdings Group (WHG) position steady in Q1 2026 at 675 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3156.

Legal & General Group first reported a position in WHG in Q3 2014 and has held it in 31 quarters since. The position peaked at $143K in Q3 2017. 69 funds tracked by Wall St. Rank hold WHG as of Q1 2026.

  • Legal & General Group held 675 shares of Westwood Holdings Group worth $11.1K as of Q1 2026.
  • Legal & General Group left its Westwood Holdings Group share count unchanged in Q1 2026.
  • Westwood Holdings Group made up ﹤0.01% of Legal & General Group's portfolio in Q1 2026, its #3156 holding.
  • Legal & General Group first reported a position in Westwood Holdings Group in Q3 2014 and has held it in 31 quarters since.
  • Legal & General Group's Westwood Holdings Group position peaked at $143K in Q3 2017.
  • 69 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q1 2026.

Based on Legal & General Group's 13F filing for Q1 2026, filed 8 May 2026.