| $705M | ||
| $248M | ||
| $183M | ||
| $119M | ||
| $57M | ||
| $26M |
Buys | $0 | 0 | 0 |
Sells | $1,384,875 | 28 | 100 |
| Linton David O | Head of Distribution | 0 | $0 | 1 | $43,048 | $-43,048 |
| Forbes Murray III | Chief Financial Officer | 0 | $0 | 1 | $46,373 | $-46,373 |
| Lockridge Matthew | Head, U.S. Value Inv. | 0 | $0 | 1 | $87,247 | $-87,247 |
| BYRNE SUSAN M | Director Emerita | 0 | $0 | 13 | $171,105 | $-171,105 |
| Helfert Adrian | CIO, Multi-Asset Inv. | 0 | $0 | 1 | $174,722 | $-174,722 |
| Gomez Fabian | President | 0 | $0 | 2 | $209,437 | $-209,437 |
| CASEY BRIAN O | CEO | 0 | $0 | 9 | $652,943 | $-652,943 |
Westwood Holdings Group, Inc., through its subsidiaries, manages investment assets and provides services for its clients. The company operates in two segments, Advisory and Trust. The Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals, and the Westwood Funds; and investment sub-advisory services to mutual funds, pooled investment vehicles, and its Trust segment. The Trust segment offers trust and custodial services; and participates in common trust funds that it sponsors to institutions and high net worth individuals. Westwood Holdings Group, Inc. was founded in 1983 and is based in Dallas, Texas.
Over the last 12 months, insiders at Westwood Holdings Group, Inc. have bought $0 and sold $1.38M worth of Westwood Holdings Group, Inc. stock.
On average, over the past 5 years, insiders at Westwood Holdings Group, Inc. have bought $1.06M and sold $462,079 worth of stock each year.
There was no buying activity among insiders over the last 12 months.
The last purchase of 578 shares for transaction amount of $9,624 was made by FRANK RICHARD M (director) on 2021‑11‑30.
| 2026-04-21 | Sale | BYRNE SUSAN M | Director Emerita | 532 0.0054% | $16.17 | $8,601 | +3.05% | |
| 2026-04-20 | Sale | BYRNE SUSAN M | Director Emerita | 500 0.0053% | $16.64 | $8,318 | +0.14% | |
| 2026-04-17 | Sale | BYRNE SUSAN M | Director Emerita | 700 0.0072% | $16.36 | $11,450 | ||
| 2026-04-16 | Sale | BYRNE SUSAN M | Director Emerita | 500 0.0052% | $16.14 | $8,069 | +3.24% | |
| 2026-04-15 | Sale | BYRNE SUSAN M | Director Emerita | 1,500 0.0159% | $16.45 | $24,680 | -2.96% | |
| 2026-04-14 | Sale | BYRNE SUSAN M | Director Emerita | 301 0.0032% | $16.48 | $4,961 | +0.33% | |
| 2026-04-13 | Sale | BYRNE SUSAN M | Director Emerita | 1,600 0.0166% | $16.32 | $26,114 | +3.44% | |
| 2026-04-10 | Sale | BYRNE SUSAN M | Director Emerita | 900 0.0092% | $16.11 | $14,495 | +0.82% | |
| 2026-04-09 | Sale | BYRNE SUSAN M | Director Emerita | 401 0.0043% | $16.31 | $6,539 | +1.41% | |
| 2026-04-08 | Sale | BYRNE SUSAN M | Director Emerita | 704 0.0075% | $16.45 | $11,584 | -0.87% | |
| 2026-04-06 | Sale | BYRNE SUSAN M | Director Emerita | 700 0.0074% | $16.31 | $11,418 | +2.58% | |
| 2026-04-02 | Sale | BYRNE SUSAN M | Director Emerita | 600 0.0065% | $16.21 | $9,727 | +4.10% | |
| 2026-04-01 | Sale | BYRNE SUSAN M | Director Emerita | 1,494 0.0167% | $16.83 | $25,149 | -3.46% | |
| 2026-02-23 | Sale | CASEY BRIAN O | CEO | 18,943 0.2013% | $16.22 | $307,255 | +0.19% | |
| 2026-02-23 | Sale | Helfert Adrian | CIO, Multi-Asset Inv. | 10,772 0.1145% | $16.22 | $174,722 | +0.19% | |
| 2026-02-23 | Sale | Gomez Fabian | President | 6,223 0.0661% | $16.22 | $100,937 | +0.19% | |
| 2026-02-23 | Sale | Lockridge Matthew | Head, U.S. Value Inv. | 5,379 0.0572% | $16.22 | $87,247 | +0.19% | |
| 2026-02-23 | Sale | Forbes Murray III | Chief Financial Officer | 2,859 0.0304% | $16.22 | $46,373 | +0.19% | |
| 2026-02-23 | Sale | Linton David O | Head of Distribution | 2,654 0.0282% | $16.22 | $43,048 | +0.19% | |
| 2025-12-10 | Sale | CASEY BRIAN O | CEO | 8,341 0.0898% | $16.55 | $138,039 | +4.83% |
| CASEY BRIAN O | CEO | 530610 5.5945% | $8.84M | 4 | 43 | <0.0001% |
| BYRNE SUSAN M | Director Emerita | 295012 3.1105% | $4.91M | 11 | 146 | <0.0001% |
| Helfert Adrian | CIO, Multi-Asset Inv. | 162751 1.716% | $2.71M | 0 | 1 | |
| Gomez Fabian | President | 122573 1.2924% | $2.04M | 0 | 8 | |
| Lockridge Matthew | Head, U.S. Value Inv. | 77900 0.8213% | $1.3M | 0 | 5 | |
| Forbes Murray III | Chief Financial Officer | 65826 0.694% | $1.1M | 0 | 1 | |
| Linton David O | Head of Distribution | 29415 0.3101% | $490,053.90 | 0 | 1 | |
| GAMCO INVESTORS, INC. ET AL | 10 percent owner | 804430 8.4815% | $13.4M | 164 | 240 | +19.75% |
| GABELLI MARIO J | 10 percent owner | 647150 6.8233% | $10.78M | 1 | 0 | |
| JCP Investment Management, LLC | 10 percent owner | 430214 4.536% | $7.17M | 1 | 0 | +9.54% |
| WOOLDRIDGE RAYMOND E | director | 77597 0.8181% | $1.29M | 3 | 15 | +5% |
| Montgomery John Porter | Chief Operating Officer | 75816 0.7994% | $1.26M | 0 | 2 | |
| Freeman Mark | Chief Investment Officer | 64250 0.6774% | $1.07M | 0 | 9 | |
| FRANK RICHARD M | director | 60866 0.6417% | $1.01M | 12 | 4 | +2.22% |
| HARDCASTLE WILLIAM R JR | Chief Financial Officer | 56000 0.5904% | $932,960.00 | 0 | 3 | |
| SCHAER JOYCE A | SVP - Westwood Management | 43328 0.4568% | $721,844.48 | 0 | 1 | |
| Bennett Leah | President-Westwood Wealth Mgmt | 37962 0.4003% | $632,446.92 | 0 | 4 | |
| Root Randall L. | Pres., Westwood Trust Dallas | 35317 0.3724% | $588,381.22 | 0 | 3 | |
| FRAZE PATRICIA | EVP - Westwood Management | 34595 0.3648% | $576,352.70 | 0 | 2 | |
| Gerron Julie Kramer | General Counsel & CCO | 27631 0.2913% | $460,332.46 | 0 | 8 | |
| Whitten Michael Craig | Principal Accounting Officer | 22880 0.2412% | $381,180.80 | 0 | 11 | |
| Pappas James C | 16795 0.1771% | $279,804.70 | 0 | 1 | ||
| RIGGS LEONARD M JR | director | 10000 0.1054% | $166,600.00 | 2 | 0 | |
| Weiland Martin J | director | 7554 0.0796% | $125,849.64 | 0 | 1 | |
| Norman Geoffrey | director | 3250 0.0343% | $54,145.00 | 1 | 8 | +51.84% |
| DAVIS TOM C | director | 2500 0.0264% | $41,650.00 | 1 | 7 | +31.63% |
| McTeer Robert Doyal | director | 2500 0.0264% | $41,650.00 | 1 | 0 | +13.68% |
| Increased Positions | 28 | +45.16% | 523,046 | +11.91% |
| Decreased Positions | 23 | -37.1% | 97,917 | -2.23% |
| New Positions | 7 | New | 455,687 | New |
| Sold Out Positions | 5 | Sold Out | 43,276 | Sold Out |
| Total Postitions | 67 | +8.06% | 5M | +9.68% |
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