13F-HR: Westwood Holdings Group Inc. Discloses $12.99 Billion in 13F Holdings for Q4 2024
13F Holdings Report
Westwood Holdings Group Inc. reports \$12.99 billion in managed 13F securities across 483 holdings as of December 31, 2024.
Summary
- Westwood Holdings Group Inc. filed its Form 13F holdings report for the quarter ended December 31, 2024.
- The report indicates a total value of \$12,996,812,054 held across 483 entries.
- The filing includes holdings managed by Westwood Holdings Group Inc. and four other included managers: WESTWOOD MANAGEMENT CORP /TX, Westwood Trust, Westwood Advisors, L.L.C., and BROADMARK ASSET MANAGEMENT LLC.
- The report was signed by John A. Ehinger, Chief Compliance Officer, Head of Legal, on February 14, 2025.
Sentiment
Score: 5
Explanation: The document is a routine regulatory filing, so the sentiment is neutral.
Industry Context
Form 13F filings are a standard requirement for institutional investment managers with over \$100 million in assets under management, providing transparency into their holdings and investment strategies.
Stakeholder Impact
- The filing provides transparency to Westwood's clients and shareholders regarding the firm's investment positions.
Key Dates
| Date | Description |
|---|---|
| 12-31-2024 | Report for the Calendar Year or Quarter Ended |
| 02-14-2025 | Date of Signing |
Keywords
Form 13F, holdings, institutional investment manager, Westwood Holdings Group, portfolio, investments, securities
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