Westwood Holdings Group Inc
WHGFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Westwood Holdings Group Inc Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 17 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 30, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Police & Firemen's Retirement System of New Jersey | 2026-03-31 | 1,901 | $31.3K | SEC filing |
| FMR LLC | 2026-03-31 | 113 | $1.86K | SEC filing |
| LEVIN CAPITAL STRATEGIES, L.P. | 2026-03-31 | 25,508 | $420K | SEC filing |
| PNC FINANCIAL SERVICES GROUP, INC. | 2026-03-31 | 6 | $99 | SEC filing |
| GOLDMAN SACHS GROUP INC | 2026-03-31 | 12,270 | $202K | SEC filing |
| Settian Capital LP | 2026-03-31 | 470,515 | $7.75M | SEC filing |
| Tower Research Capital LLC (TRC) | 2026-03-31 | 1,085 | $17.9K | SEC filing |
| CITIGROUP INC | 2026-03-31 | 346 | $5.7K | SEC filing |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 2026-03-31 | 403 | $6.64K | SEC filing |
| North Star Investment Management Corp. | 2026-03-31 | 380,809 | $6.27M | SEC filing |
| PRICE T ROWE ASSOCIATES INC /MD/ | 2026-03-31 | 18,102 | Not shown | SEC filing |
| JPMORGAN CHASE & CO | 2026-03-31 | 3,034 | $50.1K | SEC filing |
| Keating Financial Advisory Services, Inc. | 2026-03-31 | 134 | $2.2K | SEC filing |
| Russell Investments Group, Ltd. | 2026-03-31 | 617 | $10.2K | SEC filing |
| CWM, LLC | 2026-03-31 | 51 | $840 | SEC filing |
| SBI Securities Co., Ltd. | 2026-03-31 | 22 | $362 | SEC filing |
| ROYAL BANK OF CANADA | 2026-03-31 | 637 | $11K | SEC filing |
| BNP PARIBAS FINANCIAL MARKETS | 2026-03-31 | 1,618 | $26.6K | SEC filing |
| GEODE CAPITAL MANAGEMENT, LLC | 2026-03-31 | 160,296 | $2.64M | SEC filing |
- Each value is checked against Westwood Holdings Group Inc's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the filed value is about 1,000 times too small for the share count at Westwood Holdings Group Inc's share price.
- 1 row left out: the value per share it reports is far from Westwood Holdings Group Inc's share prices on file from around the report date, far from the value most filers reported for that date, or the value of a security already left out, so it may describe another security or share class.
Filer report history
Two reports per filer, as filed. No change is calculated, because the data on file cannot confirm that both reports describe the same security. Filers with a row left out above, or with no row above to check, are not listed.
- GEODE CAPITAL MANAGEMENT, LLC: 163,166 shares reported 2025-12-31; 160,296 shares reported 2026-03-31.
- BNP PARIBAS FINANCIAL MARKETS: 1,935 shares reported 2025-12-31; 1,618 shares reported 2026-03-31.
- ROYAL BANK OF CANADA: 649 shares reported 2025-12-31; 637 shares reported 2026-03-31.
- SBI Securities Co., Ltd.: 20 shares reported 2025-12-31; 22 shares reported 2026-03-31.
- CWM, LLC: 15 shares reported 2025-12-31; 51 shares reported 2026-03-31.
- Russell Investments Group, Ltd.: 1,013 shares reported 2025-12-31; 617 shares reported 2026-03-31.
- Keating Financial Advisory Services, Inc.: 132 shares reported 2025-12-31; 134 shares reported 2026-03-31.
- JPMORGAN CHASE & CO: 8,602 shares reported 2025-12-31; 3,034 shares reported 2026-03-31.
- PRICE T ROWE ASSOCIATES INC /MD/: 16,622 shares reported 2025-12-31; 18,102 shares reported 2026-03-31.
- North Star Investment Management Corp.: 371,993 shares reported 2025-12-31; 380,809 shares reported 2026-03-31.
- CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM: 457 shares reported 2025-12-31; 403 shares reported 2026-03-31.
- CITIGROUP INC: 170 shares reported 2025-12-31; 346 shares reported 2026-03-31.
Showing the 12 most recent filer reports.
23 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Westwood Holdings Group Inc's recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2026-06-29 · BYRNE SUSAN M: Larger than 86 of the 90 other insider sales of common stock on file. SEC filing
- 2026-02-23 · Lockridge Matthew: Larger than 81 of the 90 other insider sales of common stock on file. SEC filing
- 2026-02-23 · Gomez Fabian: Larger than 82 of the 90 other insider sales of common stock on file. SEC filing
- 2026-02-23 · CASEY BRIAN O: Larger than all 90 other insider sales of common stock on file. SEC filing
- 2026-02-23 · Helfert Adrian: Larger than 88 of the 90 other insider sales of common stock on file. SEC filing
- 2025-12-10 · CASEY BRIAN O: Larger than 87 of the 90 other insider sales of common stock on file. SEC filing
- 2025-08-29 · CASEY BRIAN O: Larger than 84 of the 90 other insider sales of common stock on file. SEC filing
- 2025-06-05 · Gomez Fabian: Larger than 85 of the 90 other insider sales of common stock on file. SEC filing
- 2024-03-06 · Lockridge Matthew: Larger than 89 of the 90 other insider sales of common stock on file. SEC filing
- 2023-02-22 · Lockridge Matthew: Larger than 83 of the 90 other insider sales of common stock on file. SEC filing
Independent insiders buying near the same time
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-30 | BYRNE SUSAN M · Other | common stock | S — Open market or private sale | −1,091 | 19.17 | SEC filing |
| 2026-06-29 | BYRNE SUSAN M · Other | common stock | S — Open market or private sale | −7,129 | 20.03 | SEC filing |
| 2026-06-26 | BYRNE SUSAN M · Other | common stock | S — Open market or private sale | −4,274 | 19.39 | SEC filing |
| 2026-06-25 | BYRNE SUSAN M · Other | common stock | S — Open market or private sale | −500 | 18.21 | SEC filing |
| 2026-06-24 | BYRNE SUSAN M · Other | common stock | S — Open market or private sale | −1,300 | 18.32 | SEC filing |
| 2026-06-23 | BYRNE SUSAN M · Other | common stock | S — Open market or private sale | −2,500 | 18.45 | SEC filing |
| 2026-06-22 | BYRNE SUSAN M · Other | common stock | S — Open market or private sale | −1,000 | 18.31 | SEC filing |
| 2026-06-18 | BYRNE SUSAN M · Other | common stock | S — Open market or private sale | −1,549 | 18.35 | SEC filing |
Showing 8 of 20 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-04-30 | Murray Katherine · Director | common stock | A — Grant, award, or other acquisition | +5,780 | SEC filing |
| 2026-04-30 | MASTERSON ELLEN H · Director | common stock | A — Grant, award, or other acquisition | +5,780 | SEC filing |
| 2026-04-30 | Ryan Janice · Director | common stock | A — Grant, award, or other acquisition | +5,780 | SEC filing |
| 2026-04-30 | Bowman Randy A · Director | common stock | A — Grant, award, or other acquisition | +5,780 | SEC filing |
| 2026-04-30 | Hoak J. Hale · Director | common stock | A — Grant, award, or other acquisition | +5,780 | SEC filing |
| 2026-02-23 | Ehinger John Anthony Jr · Head of Legal and Compliance | common stock | A — Grant, award, or other acquisition | +5,549 | SEC filing |
| 2026-02-23 (amended) | CASEY BRIAN O · CEO | common stock | A — Grant, award, or other acquisition | +57,194 | SEC filing |
| 2026-02-23 (amended) | Forbes Murray III · Chief Financial Officer | common stock | A — Grant, award, or other acquisition | +11,098 | SEC filing |
Showing 8 of 20 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2024-05-07 (amended) | WESTWOOD HOLDINGS GROUP INC · Director | common stock | J — Other acquisition or disposition | −7,547 | SEC filing |
| 2023-05-02 | Gerron Julie Kramer · General Counsel & CCO | common stock | J — Other acquisition or disposition | +0 | SEC filing |
| 2021-08-29 | CASEY BRIAN O · President & CEO | common stock | J — Other acquisition or disposition | −700 | SEC filing |
Showing 3 of 3 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.