Position in TRI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$259,952
-$121,078 QoQ
Shares Held
2,889
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TRI Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Mar 31, 2026WESTWOOD HOLDINGS GROUP INC holds $112,051,103 across 3 Specialty Business Services names. TRI ranks #3 (0.2% of the industry book) .
All Filings in TRI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $259,952 | 2,889 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $381,030 | 2,889 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $448,903 | 2,890 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $581,064 | 2,889 | Shares | Defined | 2025-10-08 | |
| 2025-03-31 | $502,098 | 2,906 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $463,337 | 2,889 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $492,863 | 2,889 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $486,998 | 2,889 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $450,192 | 2,889 | Shares | Defined | 2024-06-06 | |
| 2023-12-31 | $422,429 | 2,889 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $353,382 | 2,889 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $390,111 | 2,891 | Shares | Defined | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||