Morgan Stanley
NWLI

Morgan Stanley’s National Western Life Group, Inc. Class A NWLI Stock Holding History

Morgan Stanley’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
-33,594
Closed -$16.7M – 8147
2024
Q2 		$16.7M Sell
33,594
-6,387
-16% -$3.13M ﹤0.01% 2862
2024
Q1 		$19.7M Sell
39,981
-48,203
-55% -$23.4M ﹤0.01% 2706
2023
Q4 		$42.6M Buy
88,184
+82,855
+1,555% +$39.4M ﹤0.01% 2621
2023
Q3 		$2.33M Sell
5,329
-584
-10% -$257K ﹤0.01% 4284
2023
Q2 		$2.46M Sell
5,913
-2,970
-33% -$946K ﹤0.01% 4289
2023
Q1 		$2.16M Buy
8,883
+2,187
+33% +$570K ﹤0.01% 4421
2022
Q4 		$1.88M Sell
6,696
-256
-4% -$54.6K ﹤0.01% 4507
2022
Q3 		$1.19M Buy
6,952
+689
+11% +$134K ﹤0.01% 4783
2022
Q2 		$1.27M Buy
6,263
+3,158
+102% +$646K ﹤0.01% 4865
2022
Q1 		$652K Sell
3,105
-126
-4% -$26.9K ﹤0.01% 5245
2021
Q4 		$693K Sell
3,231
-633
-16% -$138K ﹤0.01% 5345
2021
Q3 		$813K Buy
3,864
+213
+6% +$46.2K ﹤0.01% 5185
2021
Q2 		$819K Buy
3,651
+796
+28% +$190K ﹤0.01% 5201
2021
Q1 		$711K Sell
2,855
-3,179
-53% -$682K ﹤0.01% 4946
2020
Q4 		$1.25M Buy
6,034
+2,195
+57% +$426K ﹤0.01% 4525
2020
Q3 		$701K Sell
3,839
-2,581
-40% -$530K ﹤0.01% 4452
2020
Q2 		$1.3M Buy
6,420
+3,229
+101% +$615K ﹤0.01% 3958
2020
Q1 		$549K Sell
3,191
-2,684
-46% -$657K ﹤0.01% 4323
2019
Q4 		$1.71M Buy
5,875
+4,312
+276% +$1.16M ﹤0.01% 4160
2019
Q3 		$420K Buy
1,563
+881
+129% +$232K ﹤0.01% 4766
2019
Q2 		$175K Sell
682
-3,005
-82% -$799K ﹤0.01% 5079
2019
Q1 		$968K Sell
3,687
-3,306
-47% -$970K ﹤0.01% 4128
2018
Q4 		$2.1M Sell
6,993
-607
-8% -$178K ﹤0.01% 3724
2018
Q3 		$2.43M Buy
7,600
+304
+4% +$97.7K ﹤0.01% 3857
2018
Q2 		$2.24M Buy
7,296
+1,920
+36% +$599K ﹤0.01% 3963
2018
Q1 		$1.64M Sell
5,376
-1,677
-24% -$534K ﹤0.01% 4172
2017
Q4 		$2.34M Buy
7,053
+1,671
+31% +$583K ﹤0.01% 3897
2017
Q3 		$1.88M Buy
5,382
+366
+7% +$123K ﹤0.01% 3947
2017
Q2 		$1.6M Sell
5,016
-745
-13% -$232K ﹤0.01% 3990
2017
Q1 		$1.75M Sell
5,761
-2,689
-32% -$833K ﹤0.01% 3922
2016
Q4 		$2.63M Buy
8,450
+5,781
+217% +$1.45M ﹤0.01% 3673
2016
Q3 		$548K Sell
2,669
-185
-6% -$36.4K ﹤0.01% 4471
2016
Q2 		$557K Sell
2,854
-2,204
-44% -$471K ﹤0.01% 4366
2016
Q1 		$1.17M Sell
5,058
-1,459
-22% -$322K ﹤0.01% 3814
2015
Q4 		$1.64M Buy
+6,517
New +$1.66M ﹤0.01% 3674

Other funds holding NWLI

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

Morgan Stanley's NWLI Position: Q3 2024 in Review

Morgan Stanley sold out of National Western Life Group, Inc. Class A (NWLI) in Q3 2024, closing a stake of 33,594 shares — an estimated $16.7M sold.

Morgan Stanley first reported a position in NWLI in Q4 2015 and held it in 35 quarters. The position peaked at $42.6M in Q4 2023. 1 fund tracked by Wall St. Rank holds NWLI as of Q3 2024.

  • Morgan Stanley reported no remaining National Western Life Group, Inc. Class A position as of Q3 2024 after selling out during the quarter.
  • Morgan Stanley sold 33,594 National Western Life Group, Inc. Class A shares in Q3 2024, an estimated $16.7M.
  • Morgan Stanley first reported a position in National Western Life Group, Inc. Class A in Q4 2015 and held it in 35 quarters.
  • Morgan Stanley's National Western Life Group, Inc. Class A position peaked at $42.6M in Q4 2023.
  • 1 fund tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q3 2024.

Based on Morgan Stanley's 13F filing for Q3 2024, filed 14 Nov 2024.