ZCM
NWLI

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

Ziegler 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
Q2 		– Sell
-1,931
Closed -$468K – 430
2023
Q1 		$468K Buy
1,931
+18
+0.9% +$4.69K 0.02% 351
2022
Q4 		$538K Sell
1,913
-546
-22% -$116K 0.02% 346
2022
Q3 		$420K Sell
2,459
-14
-0.6% -$2.73K 0.02% 353
2022
Q2 		$501K Buy
2,473
+160
+7% +$32.7K 0.02% 348
2022
Q1 		$487K Sell
2,313
-370
-14% -$79K 0.02% 335
2021
Q4 		$575K Sell
2,683
-819
-23% -$178K 0.02% 363
2021
Q3 		$737K Buy
3,502
+266
+8% +$57.7K 0.03% 360
2021
Q2 		$726K Sell
3,236
-108
-3% -$25.8K 0.02% 360
2021
Q1 		$833K Sell
3,344
-89
-3% -$19.1K 0.03% 350
2020
Q4 		$709K Sell
3,433
-447
-12% -$86.8K 0.02% 361
2020
Q3 		$709K Sell
3,880
-101
-3% -$20.8K 0.03% 339
2020
Q2 		$809K Sell
3,981
-479
-11% -$91.3K 0.03% 347
2020
Q1 		$767K Buy
+4,460
New +$1.09M 0.02% 400

Other funds holding NWLI

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CGIC
Continental General Insurance Company Austin, Texas $693M AUM 90.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Ziegler Capital Management's NWLI Position: Q2 2023 in Review

Ziegler Capital Management sold out of National Western Life Group, Inc. Class A (NWLI) in Q2 2023, closing a stake of 1,931 shares — an estimated $468K sold.

Ziegler Capital Management first reported a position in NWLI in Q1 2020 and held it in 13 quarters. The position peaked at $833K in Q1 2021. 117 funds tracked by Wall St. Rank hold NWLI as of Q2 2023.

  • Ziegler Capital Management reported no remaining National Western Life Group, Inc. Class A position as of Q2 2023 after selling out during the quarter.
  • Ziegler Capital Management sold 1,931 National Western Life Group, Inc. Class A shares in Q2 2023, an estimated $468K.
  • Ziegler Capital Management first reported a position in National Western Life Group, Inc. Class A in Q1 2020 and held it in 13 quarters.
  • Ziegler Capital Management's National Western Life Group, Inc. Class A position peaked at $833K in Q1 2021.
  • 117 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q2 2023.

Based on Ziegler Capital Management's 13F filing for Q2 2023, filed 25 Jul 2023.