Business Context and Reporting Period
This filing is a Form 13F-HR submitted by WESTWOOD HOLDINGS GROUP INC, an institutional investment manager based in Dallas, TX. The report covers the quarter ended March 31, 2019, and was signed by Murray Forbes III, CFO, on May 13, 2019. The report includes holdings for the primary manager and three other included managers: Westwood Management Corp, Westwood International Advisors Inc., and Westwood Trust.
Key Financial Metrics
As a Form 13F filing, this document reports equity holdings rather than the operating financial performance of the manager itself. Consequently, revenue, profit, cash flow, margins, and debt figures for Westwood Holdings Group Inc are not provided in this text.
- Total Value of Reported Holdings: $9,620,277,000 (reported in thousands).
- Total Number of Holdings Entries: 409.
- Number of Other Included Managers: 3.
Material Changes
The filing text does not provide comparative data for the prior period (December 31, 2018) or detail specific material changes in holdings, values, or portfolio composition versus the previous quarter.
Guidance, Outlook, and Risks
This filing type does not contain management commentary, forward-looking guidance, risk factors, or contingencies regarding the manager's future performance. It is a statutory disclosure of current equity positions.
Investor Verification Checklist
- Verify the total reported value of $9.62 billion against the sum of individual security holdings in the full schedule.
- Confirm the identities and file numbers of the three included managers (Westwood Management Corp, Westwood International Advisors Inc., Westwood Trust) to ensure no double-counting of assets.
- Note that this report reflects only equity securities; it does not disclose fixed income, derivatives, or cash positions held by the firm.
- Check for any subsequent amendments filed after May 13, 2019, as this document represents a snapshot as of the signing date.