Marshall Wace’s National Western Life Group, Inc. Class A NWLI Stock Holding History

Marshall Wace’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
2024 Q3	–	Sell	-939	Closed	-$467K	–	3081
2024 Q2	$467K	Sell	939 -61	-6%	-$29.9K	﹤0.01%	1990
2024 Q1	$492K	Hold	1,000	–	–	﹤0.01%	1927
2023 Q4	$483K	Buy	+1,000	New	+$476K	﹤0.01%	1725
2022 Q4	–	Sell	-2,627	Closed	-$448K	–	3553
2022 Q3	$448K	Hold	2,627	–	–	﹤0.01%	2785
2022 Q2	$532K	Sell	2,627 -491	-16%	-$100K	﹤0.01%	2764
2022 Q1	$656K	Sell	3,118 -588	-16%	-$126K	﹤0.01%	2647
2021 Q4	$795K	Sell	3,706 -188	-5%	-$40.9K	﹤0.01%	2588
2021 Q3	$820K	Buy	+3,894	New	+$845K	﹤0.01%	2132

Other funds holding NWLI

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Marshall Wace's NWLI Position: Q3 2024 in Review

Marshall Wace sold out of National Western Life Group, Inc. Class A (NWLI) in Q3 2024, closing a stake of 939 shares — an estimated $467K sold.

Marshall Wace first reported a position in NWLI in Q3 2021 and held it in 8 quarters. The position peaked at $820K in Q3 2021. 1 fund tracked by Wall St. Rank holds NWLI as of Q3 2024.

Marshall Wace reported no remaining National Western Life Group, Inc. Class A position as of Q3 2024 after selling out during the quarter.
Marshall Wace sold 939 National Western Life Group, Inc. Class A shares in Q3 2024, an estimated $467K.
Marshall Wace first reported a position in National Western Life Group, Inc. Class A in Q3 2021 and held it in 8 quarters.
Marshall Wace's National Western Life Group, Inc. Class A position peaked at $820K in Q3 2021.
1 fund tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q3 2024.

Based on Marshall Wace's 13F filing for Q3 2024, filed 14 Nov 2024.