$3.77 Billion is the total value of MOODY NATIONAL BANK TRUST DIVISION's 645 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BX | New | Blackstone Group Inc/Thenone | $3,494,000 | – | 62,455 | +100.0% | 0.09% | – |
| APO | New | Apollo Global Management Incnone | $1,074,000 | – | 22,500 | +100.0% | 0.03% | – |
| XLV | New | SELECT SECTOR SPDRsbi healthcare | $643,000 | – | 6,317 | +100.0% | 0.02% | – |
| IDHQ | New | Invesco Capital Management LLCs&p intl qulty | $522,000 | – | 20,188 | +100.0% | 0.01% | – |
| EEMO | New | Invesco Capital Management LLCnone | $252,000 | – | 14,212 | +100.0% | 0.01% | – |
| RTN | New | RAYTHEON CO | $254,000 | – | 1,153 | +100.0% | 0.01% | – |
| ETN | New | Eaton Corp PLC | $223,000 | – | 2,346 | +100.0% | 0.01% | – |
| IPG | New | Interpublic Group of Cos Inc/T | $212,000 | – | 9,203 | +100.0% | 0.01% | – |
| AMGN | New | Amgen Inc | $200,000 | – | 830 | +100.0% | 0.01% | – |
| FVD | New | First Trust Advisors LP | $204,000 | – | 5,668 | +100.0% | 0.01% | – |
| TJX | New | TJX Cos Inc/The | $203,000 | – | 3,329 | +100.0% | 0.01% | – |
| LIN | New | Linde PLC | $207,000 | – | 971 | +100.0% | 0.01% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-28
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 42 | Q3 2023 | 4.5% |
| MICROSOFT CORP | 42 | Q3 2023 | 4.0% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 1.2% |
| JP MORGAN CHASE & CO | 42 | Q3 2023 | 1.2% |
| Home Depot Inc/The | 42 | Q3 2023 | 1.1% |
| Procter & Gamble Co/The | 42 | Q3 2023 | 1.1% |
| EXXON MOBIL CORP | 42 | Q3 2023 | 0.7% |
| _x000C_UNITEDHEALTH GROUP INC | 42 | Q3 2023 | 0.9% |
| PFIZER INC | 42 | Q3 2023 | 0.8% |
| HONEYWELL INTL INC | 42 | Q3 2023 | 0.6% |
View MOODY NATIONAL BANK TRUST DIVISION's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| American National Group Inc | January 19, 2022 | 12,789,578 | 47.6% |
| National Western Life Group, Inc. | April 07, 2020 | 289,474 | 8.4% |
| AMERICAN NATIONAL INSURANCE CO /TX/ | September 13, 2002 | 12,379,161 | 46.6% |
View MOODY NATIONAL BANK TRUST DIVISION's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-04 |
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-10-12 |
| 13F-HR | 2023-07-07 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-01-11 |
| 13F-HR | 2022-10-05 |
| 13F-HR | 2022-07-07 |
| 4 | 2022-05-27 |
| 13F-HR | 2022-04-12 |
View MOODY NATIONAL BANK TRUST DIVISION's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.