National Western Life Group, Inc.
NWLIDelisted Jul 9, 2024- Industry
- Life Insurance
- SEC CIK
- 0001635984
National Western Life Group, Inc. was delisted on Jul 9, 2024; its insiders filed their last Form 4 on Jul 11, 2024; 153 institutions reported holding it in 13F filings for Q2 2024, worth $1.53B in total; no superinvestor held it.
13F holders, Q2 2024
Institutional positions in National Western Life Group, Inc. as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
NWLI is no longer listed, so this page shows Q2 2024. 13F filings for later quarters list far fewer holders.
- Institutional holders
- 153
- −1 vs. Q1 2024
- Shares held
- 3.07M
- +70.8K (+2.4%) vs. Q1 2024
- Total value
- $1.53B
- +$50.0M (+3.4%) vs. Q1 2024
- New holders
- 26
- 44 more added
- Sold out
- 27
- 40 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NWLI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 1 | $1.25M |
| Q2 2024 | 153 | $1.53B |
| Q1 2024 | 155 | $1.48B |
| Q4 2023 | 152 | $1.43B |
| Q3 2023 | 116 | $1.31B |
| Q2 2023 | 117 | $1.24B |
| Q1 2023 | 112 | $714.1M |
| Q4 2022 | 114 | $822.6M |
| Q3 2022 | 99 | $479.0M |
| Q2 2022 | 104 | $569.0M |
| Q1 2022 | 102 | $599.9M |
| Q4 2021 | 104 | $610.3M |
| Q3 2021 | 97 | $606.1M |
| Q2 2021 | 89 | $656.0M |
| Q1 2021 | 94 | $735.9M |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding National Western Life Group, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Moody National Bank Trust Division | 1,072,337 | $532.9M | 41.42% | −17,040−1.6% | Reduced |
| Vanguard Group Inc | 207,365 | $103.0M | 0.00% | −1,784−0.9% | Reduced |
| BlackRock Inc. | 197,655 | $98.2M | 0.00% | +10,369+5.5% | Added |
| Dimensional Fund Advisors LP | 193,647 | $96.2M | 0.03% | −24,619−11.3% | Reduced |
| Glazer Capital, LLC | 157,834 | $78.4M | 6.09% | +37,749+31.4% | Added |
| Tudor Investment Corp Et Al | 109,776 | $54.6M | 0.61% | +104,146+1,849.8% | Added |
| Highland Capital Management Fund Advisors, L.P. | 69,977 | $34.8M | 4.61% | 00.0% | Unchanged |
| Magnetar Financial LLC | 67,482 | $33.5M | 0.70% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 56,785 | $28.2M | 0.05% | +9,487+20.1% | Added |
| Geode Capital Management, LLC | 53,451 | $26.6M | 0.00% | +2,142+4.2% | Added |
| State Street Corp | 50,754 | $25.2M | 0.00% | −333−0.7% | Reduced |
| RK Asset Management, LLC | 45,959 | $22.8M | 19.73% | −1,258−2.7% | Reduced |
| Westchester Capital Management, LLC | 44,642 | $22.2M | 0.95% | +4,936+12.4% | Added |
| Tweedy, Browne Co LLC | 43,677 | $21.7M | 1.00% | −205−0.5% | Reduced |
| HSBC Holdings PLC | 35,295 | $17.5M | 0.01% | +7,667+27.8% | Added |
| Gabelli Funds LLC | 35,229 | $17.5M | 0.13% | +24,273+221.5% | Added |
| Goldman Sachs Group Inc | 33,906 | $16.8M | 0.00% | −670−1.9% | Reduced |
| Morgan Stanley | 33,594 | $16.7M | 0.00% | −6,387−16.0% | Reduced |
| Janus Henderson Group PLC | 31,032 | $15.4M | 0.01% | +7,551+32.2% | Added |
| Northern Trust Corp | 24,496 | $12.2M | 0.00% | −836−3.3% | Reduced |
| Woodline Partners LP | 22,510 | $11.2M | 0.11% | −24,291−51.9% | Reduced |
| Vazirani Asset Management LLC | 21,500 | $10.7M | 22.90% | +21,500 | New |
| Bank of Montreal | 20,865 | $10.4M | 0.01% | +6,225+42.5% | Added |
| Renaissance Technologies LLC | 20,500 | $10.2M | 0.02% | +4,318+26.7% | Added |
| Gabelli & Co Investment Advisers, Inc. | 20,150 | $10.0M | 1.67% | +20,150 | New |
| Millennium Management LLC | 18,110 | $9.00M | 0.01% | −16,975−48.4% | Reduced |
| Charles Schwab Investment Management Inc | 18,025 | $8.96M | 0.00% | +363+2.1% | Added |
| CNH Partners LLC | 17,253 | $8.57M | 0.22% | +433+2.6% | Added |
| Trium Capital LLP | 16,539 | $8.22M | 2.91% | +16,539 | New |
| FNY Investment Advisers, LLC | 15,000 | $7.45M | 5.03% | +15,000 | New |
| Bank of New York Mellon Corp | 13,029 | $6.47M | 0.00% | +644+5.2% | Added |
| Paloma Partners Management Co | 11,646 | $5.79M | 0.50% | +11,646 | New |
| Natixis | 11,286 | $5.61M | 0.04% | +5,766+104.5% | Added |
| Alpine Associates Management Inc. | 11,148 | $5.54M | 0.27% | 00.0% | Unchanged |
| Fca Corp | 10,551 | $5.24M | 1.68% | +14+0.1% | Added |
| Gardner Lewis Asset Management L P | 10,386 | $5.16M | 1.44% | +10,386 | New |
| UBS Asset Management Americas Inc | 10,175 | $5.06M | 0.00% | +6,673+190.5% | Added |
| FMR LLC | 10,026 | $4.98M | 0.00% | +523+5.5% | Added |
| Yakira Capital Management, Inc. | 8,980 | $4.46M | 1.76% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 8,976 | $4.46M | 0.01% | +14+0.2% | Added |
| Public Employees Retirement System of Ohio | 8,400 | $4.17M | 0.02% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 8,362 | $4.16M | 0.02% | +892+11.9% | Added |
| Crabel Capital Management, LLC | 8,333 | $4.14M | 5.09% | 00.0% | Unchanged |
| American Century Companies Inc | 7,907 | $3.93M | 0.00% | −140−1.7% | Reduced |
| Brandes Investment Partners, LP | 7,204 | $3.58M | 0.04% | −1,751−19.6% | Reduced |
| Norges Bank | 6,600 | $3.28M | 0.00% | +6,600 | New |
| Water Island Capital LLC | 6,478 | $3.22M | 0.34% | +5,404+503.2% | Added |
| Ameriprise Financial Inc | 5,582 | $2.77M | 0.00% | −1,220−17.9% | Reduced |
| Nuveen Asset Management, LLC | 5,121 | $2.54M | 0.00% | +287+5.9% | Added |
| JPMorgan Chase & Co | 5,088 | $2.53M | 0.00% | −28,680−84.9% | Reduced |
| Invesco Ltd. | 5,082 | $2.53M | 0.00% | −19−0.4% | Reduced |
| Pentwater Capital Management LP | 5,000 | $2.48M | 0.05% | +5,000 | New |
| Prelude Capital Management, LLC | 4,978 | $2.47M | 0.21% | +3,298+196.3% | Added |
| Gamco Investors, Inc. Et Al | 4,335 | $2.15M | 0.02% | +3,335+333.5% | Added |
| Rhumbline Advisers | 4,159 | $2.07M | 0.00% | +372+9.8% | Added |
| Swiss National Bank | 4,049 | $2.01M | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 4,015 | $2.00M | 0.03% | +2,736+213.9% | Added |
| Chicago Capital Management, LLC | 3,963 | $1.97M | 1.52% | 00.0% | Unchanged |
| Versor Investments LP | 3,889 | $1.93M | 0.36% | −536−12.1% | Reduced |
| Sagefield Capital LP | 3,675 | $1.83M | 0.19% | −700−16.0% | Reduced |
| Bridgeway Capital Management, LLC | 3,600 | $1.79M | 0.04% | 00.0% | Unchanged |
| Absolute Gestao de Investimentos Ltda. | 3,548 | $1.76M | 0.92% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 3,395 | $1.69M | 0.03% | +63+1.9% | Added |
| Bank of America Corp | 3,174 | $1.58M | 0.00% | −138−4.2% | Reduced |
| New York Life Investment Management LLC | 3,004 | $1.49M | 0.02% | +168+5.9% | Added |
| Canada Pension Plan Investment Board | 3,000 | $1.49M | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,876 | $1.43M | 0.00% | −59−2.0% | Reduced |
| BCK Capital Management LP | 2,850 | $1.42M | 0.91% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,755 | $1.37M | 0.01% | +2,474+880.4% | Added |
| Two Sigma Securities, LLC | 2,530 | $1.26M | 0.06% | +2,530 | New |
| Legal & General Group Plc | 2,510 | $1.25M | 0.00% | +568+29.2% | Added |
| Crystalline Management Inc. | 2,500 | $1.24M | 1.43% | +2,500 | New |
| Susquehanna Fundamental Investments, LLC | 2,362 | $1.17M | 0.03% | +2,362 | New |
| Alliancebernstein L.P. | 2,260 | $1.12M | 0.00% | 00.0% | Unchanged |
| ClearAlpha Technologies LP | 2,153 | $1.07M | 0.42% | +2,153 | New |
| Two Sigma Advisers, LP | 2,119 | $1.05M | 0.00% | +2,119 | New |
| Jane Street Group, LLC | 2,076 | $1.03M | 0.00% | +2,076 | New |
| CSS LLC | 2,029 | $1.01M | 0.07% | −392−16.2% | Reduced |
| California State Teachers Retirement System | 2,027 | $1.01M | 0.00% | −56−2.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,933 | $960.6K | 0.48% | −180−8.5% | Reduced |
| Garrison Point Advisors, LLC | 1,900 | $944.2K | 0.62% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 1,804 | $896.5K | 0.00% | +1,271+238.5% | Added |
| Price T Rowe Associates Inc | 1,553 | $772.0K | 0.00% | −237−13.2% | Reduced |
| Westport Asset Management Inc | 1,542 | $766.3K | 0.38% | 00.0% | Unchanged |
| PenderFund Capital Management Ltd. | 1,100 | $747.8K | 0.21% | −700−38.9% | Reduced |
| RBF Capital, LLC | 1,500 | $745.4K | 0.04% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 1,492 | $741.4K | 0.01% | +2+0.1% | Added |
| UBS Group AG | 1,410 | $700.7K | 0.00% | −1,418−50.1% | Reduced |
| Flow State Investments, L.P. | 1,400 | $695.7K | 0.22% | +100+7.7% | Added |
| Dark Forest Capital Management LP | 1,357 | $674.3K | 0.12% | +1,357 | New |
| MetLife Investment Management | 1,321 | $656.5K | 0.00% | +172+15.0% | Added |
| STRS Ohio | 1,300 | $646.0K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 1,219 | $605.8K | 0.00% | +1,219 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 1,193 | $592.8K | 0.00% | +1,193 | New |
| Blackstone Group Inc. | 1,178 | $585.4K | 0.00% | −830−41.3% | Reduced |
| Algert Global LLC | 1,121 | $557.1K | 0.02% | +208+22.8% | Added |
| Beacon Pointe Advisors, LLC | 1,118 | $555.6K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,058 | $525.9K | 0.00% | +175+19.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 1,000 | $496.9K | 0.02% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 989 | $491.5K | 0.00% | 00.0% | Unchanged |