WT
NWLI

Whittier Trust’s National Western Life Group, Inc. Class A NWLI Stock Holding History

Whittier Trust’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
-20
Closed -$9.94K – 1600
2024
Q2 		$9.94K Hold
20
– – ﹤0.01% 1254
2024
Q1 		$9.84K Hold
20
– – ﹤0.01% 1273
2023
Q4 		$9.66K Hold
20
– – ﹤0.01% 1239
2023
Q3 		$8.75K Hold
20
– – ﹤0.01% 1292
2023
Q2 		$8.31K Hold
20
– – ﹤0.01% 1294
2023
Q1 		$4.85K Hold
20
– – ﹤0.01% 1395
2022
Q4 		$5.62K Hold
20
– – ﹤0.01% 1372
2022
Q3 		$3K Hold
20
– – ﹤0.01% 1543
2022
Q2 		$4K Hold
20
– – ﹤0.01% 1490
2022
Q1 		$4K Hold
20
– – ﹤0.01% 1496
2021
Q4 		$4K Buy
+20
New +$4.35K ﹤0.01% 1452

Other funds holding NWLI

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

Whittier Trust's NWLI Position: Q3 2024 in Review

Whittier Trust sold out of National Western Life Group, Inc. Class A (NWLI) in Q3 2024, closing a stake of 20 shares — an estimated $9.94K sold.

Whittier Trust first reported a position in NWLI in Q4 2021 and held it in 11 quarters. The position peaked at $9.94K in Q2 2024. 1 fund tracked by Wall St. Rank holds NWLI as of Q3 2024.

  • Whittier Trust reported no remaining National Western Life Group, Inc. Class A position as of Q3 2024 after selling out during the quarter.
  • Whittier Trust sold 20 National Western Life Group, Inc. Class A shares in Q3 2024, an estimated $9.94K.
  • Whittier Trust first reported a position in National Western Life Group, Inc. Class A in Q4 2021 and held it in 11 quarters.
  • Whittier Trust's National Western Life Group, Inc. Class A position peaked at $9.94K in Q2 2024.
  • 1 fund tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q3 2024.

Based on Whittier Trust's 13F filing for Q3 2024, filed 21 Oct 2024.