13F-HR: Westwood Holdings Group Inc. Discloses $21.4 Billion in Holdings for Q2 2024
13F Holdings Report
Westwood Holdings Group Inc. reported managing \$21.4 billion in assets across 451 holdings as of June 30, 2024, according to their latest 13F filing.
Summary
- Westwood Holdings Group Inc. filed its Form 13F for the quarter ended June 30, 2024.
- The filing reveals that the firm manages \$21,418,721,393 in assets.
- The report includes 451 holdings.
- The filing lists four other included managers: WESTWOOD MANAGEMENT CORP /TX, Westwood Trust, Westwood Advisors, L.L.C., and BROADMARK ASSET MANAGEMENT LLC.
Sentiment
Score: 5
Explanation: The document is a standard regulatory filing, so the sentiment is neutral. It presents factual information about the company's holdings.
Industry Context
Form 13F filings are required disclosures for institutional investment managers with over \$100 million in assets under management, providing transparency into their investment positions and strategies.
Stakeholder Impact
- Shareholders can use this information to understand the investment strategy of Westwood Holdings Group Inc.
- The filing provides insights into the types of securities the company invests in.
Key Dates
| Date | Description |
|---|---|
| 06-30-2024 | Report for the Calendar Year or Quarter Ended |
| 08-13-2024 | Date of Signing |
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