Water Island Capital’s National Western Life Group, Inc. Class A NWLI Stock Holding History

Water Island Capital’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	-6,478	Closed	-$3.22M	–	101
2024 Q2	$3.22M	Buy	6,478 +5,404	+503%	+$2.65M	0.33%	46
2024 Q1	$528K	Sell	1,074 -2,246	-68%	-$1.09M	0.05%	55
2023 Q4	$1.6M	Buy	+3,320	New	+$1.58M	0.16%	44

Other funds holding NWLI

MNBTD

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

Water Island Capital's NWLI Position: Q3 2024 in Review

Water Island Capital sold out of National Western Life Group, Inc. Class A (NWLI) in Q3 2024, closing a stake of 6,478 shares — an estimated $3.22M sold.

Water Island Capital first reported a position in NWLI in Q4 2023 and held it in 3 quarters. The position peaked at $3.22M in Q2 2024. 1 fund tracked by Wall St. Rank holds NWLI as of Q3 2024.

Water Island Capital reported no remaining National Western Life Group, Inc. Class A position as of Q3 2024 after selling out during the quarter.
Water Island Capital sold 6,478 National Western Life Group, Inc. Class A shares in Q3 2024, an estimated $3.22M.
Water Island Capital first reported a position in National Western Life Group, Inc. Class A in Q4 2023 and held it in 3 quarters.
Water Island Capital's National Western Life Group, Inc. Class A position peaked at $3.22M in Q2 2024.
1 fund tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q3 2024.

Based on Water Island Capital's 13F filing for Q3 2024, filed 14 Nov 2024.