LPL Financial
NWLI

LPL Financial’s National Western Life Group, Inc. Class A NWLI Stock Holding History

LPL Financial’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
-765
Closed -$215K – 4612
2022
Q4 		$215K Buy
+765
New +$163K ﹤0.01% 3923

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
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
CGIC
Continental General Insurance Company Austin, Texas $693M AUM 90.58% 1-Year Est. Return
Fidelity Investments
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
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
RAM
RK Asset Management Grosse Pointe Farms, Michigan $106M AUM 0.38% 1-Year Est. Return

LPL Financial's NWLI Position: Q1 2023 in Review

LPL Financial sold out of National Western Life Group, Inc. Class A (NWLI) in Q1 2023, closing a stake of 765 shares — an estimated $215K sold.

LPL Financial first reported a position in NWLI in Q4 2022 and held it in 1 quarter. The position peaked at $215K in Q4 2022. 112 funds tracked by Wall St. Rank hold NWLI as of Q1 2023.

  • LPL Financial reported no remaining National Western Life Group, Inc. Class A position as of Q1 2023 after selling out during the quarter.
  • LPL Financial sold 765 National Western Life Group, Inc. Class A shares in Q1 2023, an estimated $215K.
  • LPL Financial first reported a position in National Western Life Group, Inc. Class A in Q4 2022 and held it in 1 quarter.
  • LPL Financial's National Western Life Group, Inc. Class A position peaked at $215K in Q4 2022.
  • 112 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q1 2023.

Based on LPL Financial's 13F filing for Q1 2023, filed 10 May 2023.