LTAS
NWLI

Linden Thomas Advisory Services’s National Western Life Group, Inc. Class A NWLI Stock Holding History

Linden Thomas Advisory Services’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
-6,049
Closed -$1.47M – 404
2023
Q1 		$1.47M Buy
6,049
+405
+7% +$106K 0.36% 102
2022
Q4 		$1.59M Buy
+5,644
New +$1.2M 0.45% 64

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 $5.72T AUM 30.48% 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 17.61% 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 $8.84B AUM 6.92% 1-Year Est. Return

Linden Thomas Advisory Services's NWLI Position: Q2 2023 in Review

Linden Thomas Advisory Services sold out of National Western Life Group, Inc. Class A (NWLI) in Q2 2023, closing a stake of 6,049 shares — an estimated $1.47M sold.

Linden Thomas Advisory Services first reported a position in NWLI in Q4 2022 and held it in 2 quarters. The position peaked at $1.59M in Q4 2022. 117 funds tracked by Wall St. Rank hold NWLI as of Q2 2023.

  • Linden Thomas Advisory Services reported no remaining National Western Life Group, Inc. Class A position as of Q2 2023 after selling out during the quarter.
  • Linden Thomas Advisory Services sold 6,049 National Western Life Group, Inc. Class A shares in Q2 2023, an estimated $1.47M.
  • Linden Thomas Advisory Services first reported a position in National Western Life Group, Inc. Class A in Q4 2022 and held it in 2 quarters.
  • Linden Thomas Advisory Services's National Western Life Group, Inc. Class A position peaked at $1.59M in Q4 2022.
  • 117 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q2 2023.

Based on Linden Thomas Advisory Services's 13F filing for Q2 2023, filed 27 Jul 2023.