LSV Asset Management
NWLI

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

LSV 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
-700
Closed -$306K – 903
2023
Q3 		$306K Hold
700
– – ﹤0.01% 772
2023
Q2 		$291K Hold
700
– – ﹤0.01% 799
2023
Q1 		$170K Sell
700
-100
-13% -$26.1K ﹤0.01% 812
2022
Q4 		$225K Hold
800
– – ﹤0.01% 781
2022
Q3 		$137K Sell
800
-1,250
-61% -$243K ﹤0.01% 816
2022
Q2 		$416K Sell
2,050
-150
-7% -$30.7K ﹤0.01% 760
2022
Q1 		$463K Sell
2,200
-500
-19% -$107K ﹤0.01% 765
2021
Q4 		$579K Hold
2,700
– – ﹤0.01% 751
2021
Q3 		$568K Hold
2,700
– – ﹤0.01% 760
2021
Q2 		$605K Hold
2,700
– – ﹤0.01% 767
2021
Q1 		$672K Sell
2,700
-300
-10% -$64.4K ﹤0.01% 770
2020
Q4 		$619K Sell
3,000
-200
-6% -$38.8K ﹤0.01% 794
2020
Q3 		$584K Sell
3,200
-1,100
-26% -$226K ﹤0.01% 787
2020
Q2 		$873K Sell
4,300
-840
-16% -$160K ﹤0.01% 764
2020
Q1 		$884K Hold
5,140
– – ﹤0.01% 733
2019
Q4 		$1.5M Sell
5,140
-300
-6% -$80.4K ﹤0.01% 719
2019
Q3 		$1.46M Sell
5,440
-7,200
-57% -$1.9M ﹤0.01% 701
2019
Q2 		$3.25M Sell
12,640
-6,150
-33% -$1.64M 0.01% 616
2019
Q1 		$4.93M Buy
18,790
+600
+3% +$176K 0.01% 560
2018
Q4 		$5.47M Sell
18,190
-600
-3% -$176K 0.01% 559
2018
Q3 		$6M Sell
18,790
-60
-0.3% -$19.3K 0.01% 582
2018
Q2 		$5.79M Sell
18,850
-727
-4% -$227K 0.01% 581
2018
Q1 		$5.97M Buy
19,577
+5,150
+36% +$1.64M 0.01% 567
2017
Q4 		$4.78M Buy
14,427
+1,000
+7% +$349K 0.01% 597
2017
Q3 		$4.69M Buy
13,427
+1,540
+13% +$517K 0.01% 604
2017
Q2 		$3.8M Sell
11,887
-500
-4% -$156K 0.01% 610
2017
Q1 		$3.77M Buy
12,387
+5,612
+83% +$1.74M 0.01% 609
2016
Q4 		$2.1M Buy
6,775
+675
+11% +$170K ﹤0.01% 701
2016
Q3 		$1.25M Hold
6,100
– – ﹤0.01% 745
2016
Q2 		$1.19M Hold
6,100
– – ﹤0.01% 746
2016
Q1 		$1.41M Buy
6,100
+1,200
+24% +$265K ﹤0.01% 702
2015
Q4 		$1.23M Buy
+4,900
New +$1.25M ﹤0.01% 717

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

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

LSV Asset Management sold out of National Western Life Group, Inc. Class A (NWLI) in Q4 2023, closing a stake of 700 shares — an estimated $306K sold.

LSV Asset Management first reported a position in NWLI in Q4 2015 and held it in 32 quarters. The position peaked at $6M in Q3 2018. 152 funds tracked by Wall St. Rank hold NWLI as of Q4 2023.

  • LSV Asset Management reported no remaining National Western Life Group, Inc. Class A position as of Q4 2023 after selling out during the quarter.
  • LSV Asset Management sold 700 National Western Life Group, Inc. Class A shares in Q4 2023, an estimated $306K.
  • LSV Asset Management first reported a position in National Western Life Group, Inc. Class A in Q4 2015 and held it in 32 quarters.
  • LSV Asset Management's National Western Life Group, Inc. Class A position peaked at $6M in Q3 2018.
  • 152 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q4 2023.

Based on LSV Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.