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

Zebra Capital 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 Q1	$320K	Sell	1,318 -655	-33%	-$171K	1.6%	26
2022 Q4	$554K	Sell	1,973 -547	-22%	-$117K	1.94%	17
2022 Q3	$431K	Sell	2,520 -1,192	-32%	-$232K	1.64%	21
2022 Q2	$753K	Sell	3,712 -104	-3%	-$21.3K	2.21%	8
2022 Q1	$803K	Buy	3,816 +646	+20%	+$138K	1.84%	11
2021 Q4	$680K	Sell	3,170 -986	-24%	-$215K	1.09%	27
2021 Q3	$875K	Sell	4,156 -444	-10%	-$96.4K	1.06%	24
2021 Q2	$1.03M	Sell	4,600 -112	-2%	-$26.7K	1.21%	20
2021 Q1	$1.17M	Buy	+4,712	New	+$1.01M	1.29%	16
2019 Q4	–	Sell	-2,503	Closed	-$672K	–	331
2019 Q3	$672K	Sell	2,503 -411	-14%	-$108K	0.73%	35
2019 Q2	$749K	Buy	2,914 +2,093	+255%	+$557K	0.39%	60
2019 Q1	$215K	Hold	821	–	–	0.11%	370
2018 Q4	$247K	Sell	821 -97	-11%	-$28.4K	0.15%	269
2018 Q3	$293K	Sell	918 -694	-43%	-$223K	0.13%	303
2018 Q2	$495K	Sell	1,612 -1,794	-53%	-$560K	0.21%	239
2018 Q1	$1.04M	Buy	3,406 +357	+12%	+$114K	0.37%	120
2017 Q4	$1.01M	Sell	3,049 -3,651	-54%	-$1.27M	0.34%	140
2017 Q3	$2.34M	Buy	6,700 +456	+7%	+$153K	0.76%	14
2017 Q2	$2M	Buy	6,244 +541	+9%	+$169K	0.62%	32
2017 Q1	$1.74M	Sell	5,703 -385	-6%	-$119K	0.54%	59
2016 Q4	$1.89M	Buy	6,088 +129	+2%	+$32.4K	0.57%	42
2016 Q3	$1.22M	Sell	5,959 -1,498	-20%	-$295K	0.38%	124
2016 Q2	$1.46M	Buy	7,457 +1,009	+16%	+$216K	0.51%	57
2016 Q1	$1.49M	Buy	6,448 +438	+7%	+$96.8K	0.59%	43
2015 Q4	$1.51M	Buy	6,010 +391	+7%	+$99.6K	0.84%	13
2015 Q3	$1.25M	Buy	+5,619	New	+$1.31M	0.77%	14

Other funds holding NWLI

MNBTD

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CGIC

Continental General Insurance Company Austin, Texas $693M AUM 90.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

RAM

RK Asset Management Grosse Pointe Farms, Michigan $106M AUM 0.38% 1-Year Est. Return

Zebra Capital Management's NWLI Position: Q1 2023 in Review

Zebra Capital Management reduced its National Western Life Group, Inc. Class A (NWLI) stake by 33% in Q1 2023, selling an estimated $171K and leaving 1,318 shares worth $320K. The position accounts for 1.6% of the portfolio, ranked #26.

Zebra Capital Management first reported a position in NWLI in Q3 2015 and has held it in 26 quarters since. The position peaked at $2.34M in Q3 2017. 112 funds tracked by Wall St. Rank hold NWLI as of Q1 2023.

Zebra Capital Management held 1,318 shares of National Western Life Group, Inc. Class A worth $320K as of Q1 2023.
Zebra Capital Management sold 655 National Western Life Group, Inc. Class A shares in Q1 2023, an estimated $171K.
National Western Life Group, Inc. Class A made up 1.6% of Zebra Capital Management's portfolio in Q1 2023, its #26 holding.
Zebra Capital Management first reported a position in National Western Life Group, Inc. Class A in Q3 2015 and has held it in 26 quarters since.
Zebra Capital Management's National Western Life Group, Inc. Class A position peaked at $2.34M in Q3 2017.
112 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q1 2023.

Based on Zebra Capital Management's 13F filing for Q1 2023, filed 15 May 2023.