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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, Q1 2021

Institutional positions in National Western Life Group, Inc. as of Mar 31, 2021. 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

Institutional holders
94
No complete 13F data for Q4 2020
Shares held
2.96M
No complete 13F data for Q4 2020
Total value
$735.9M
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 94 institutions
Q1 2021: 94 institutionsQ2 2021: 89 institutionsQ3 2021: 97 institutionsQ4 2021: 104 institutionsQ1 2022: 102 institutionsQ2 2022: 104 institutionsQ3 2022: 99 institutionsQ4 2022: 114 institutionsQ1 2023: 112 institutionsQ2 2023: 117 institutionsQ3 2023: 116 institutionsQ4 2023: 152 institutionsQ1 2024: 155 institutionsQ2 2024: 153 institutionsQ3 2024: 1 institutionQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ1 2021: $735.9M
Q1 2021: $735.9MQ2 2021: $656.0MQ3 2021: $606.1MQ4 2021: $610.3MQ1 2022: $599.9MQ2 2022: $569.0MQ3 2022: $479.0MQ4 2022: $822.6MQ1 2023: $714.1MQ2 2023: $1.24BQ3 2023: $1.31BQ4 2023: $1.43BQ1 2024: $1.48BQ2 2024: $1.53BQ3 2024: $1.25MQ4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding NWLI and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20241$1.25M
Q2 2024153$1.53B
Q1 2024155$1.48B
Q4 2023152$1.43B
Q3 2023116$1.31B
Q2 2023117$1.24B
Q1 2023112$714.1M
Q4 2022114$822.6M
Q3 202299$479.0M
Q2 2022104$569.0M
Q1 2022102$599.9M
Q4 2021104$610.3M
Q3 202197$606.1M
Q2 202189$656.0M
Q1 202194$735.9M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding National Western Life Group, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding NWLI in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Moody National Bank Trust Division1,162,246$289.4M6.88%––
Vanguard Group Inc262,287$65.3M0.00%––
Dimensional Fund Advisors LP242,834$60.5M0.02%––
FMR LLC198,958$49.5M0.00%––
BlackRock Inc.198,066$49.3M0.00%––
Cooke & Bieler LP116,959$29.1M0.28%––
Wells Fargo & Company79,767$19.9M0.00%––
Ameriprise Financial Inc54,197$13.5M0.00%––
RK Asset Management, LLC52,235$13.0M11.61%––
Tweedy, Browne Co LLC49,302$12.3M0.36%––
State Street Corp47,616$11.9M0.00%––
Brandes Investment Partners, LP45,643$11.5M0.27%––
Geode Capital Management, LLC40,204$10.0M0.00%––
Hotchkis & Wiley Capital Management LLC39,951$9.95M0.03%––
Northern Trust Corp29,376$7.31M0.00%––
Charles Schwab Investment Management Inc22,935$5.71M0.00%––
Bridgeway Capital Management, LLC21,164$5.27M0.10%––
Prudential Financial Inc17,540$4.37M0.01%––
Goldman Sachs Group Inc17,325$4.31M0.00%––
Bank of New York Mellon Corp15,697$3.91M0.00%––
Arbiter Partners Capital Management LLC15,195$3.78M2.01%––
Denali Advisors LLC12,900$3.21M0.99%––
Arrowstreet Capital, Limited Partnership12,600$3.14M0.00%––
Nuveen Asset Management, LLC11,766$2.93M0.00%––
Fca Corp10,792$2.69M0.79%––
Westport Asset Management Inc10,042$2.50M1.14%––
Bank of America Corp8,862$2.21M0.00%––
Adirondack Research & Management Inc.8,191$2.04M2.41%––
AQR Capital Management LLC8,106$2.02M0.00%––
New York State Common Retirement Fund6,970$1.74M0.00%––
CM Management, LLC6,000$1.49M1.11%––
JPMorgan Chase & Co5,685$1.42M0.00%––
Citadel Advisors LLC5,638$1.40M0.00%––
Deutsche Bank AG5,561$1.39M0.00%––
Victory Capital Management Inc5,561$1.39M0.00%––
Schroder Investment Management Group5,534$1.38M0.00%––
Swiss National Bank5,449$1.36M0.00%––
California Public Employees Retirement System5,089$1.27M0.00%––
Shufro Rose & Co LLC5,079$1.26M0.10%––
Zebra Capital Management LLC4,712$1.17M1.29%––
Rhumbline Advisers4,291$1.07M0.00%––
Barclays PLC4,281$1.07M0.00%––
California State Teachers Retirement System3,871$964.0K0.00%––
Invesco Ltd.3,702$921.0K0.00%––
Thrivent Financial for Lutherans3,628$904.0K0.00%––
Ziegler Capital Management, LLC3,344$833.0K0.03%––
Los Angeles Capital Management LLC3,339$831.0K0.00%––
Martingale Asset Management L P3,102$773.0K0.01%––
Jupiter Asset Management Ltd2,990$733.0K0.01%––
Morgan Stanley2,855$711.0K0.00%––
Royal Bank of Canada2,860$711.0K0.00%––
Renaissance Technologies LLC2,718$677.0K0.00%––
LSV Asset Management2,700$672.0K0.00%––
Millennium Management LLC2,287$569.0K0.00%––
Credit Suisse AG2,020$504.0K0.00%––
Garrison Point Advisors, LLC2,000$498.0K0.39%––
Exchange Traded Concepts, LLC1,993$496.0K0.02%––
SEI Investments Co1,782$444.0K0.00%––
Principal Financial Group Inc1,754$437.0K0.00%––
Price T Rowe Associates Inc1,712$426.0K0.00%––
IndexIQ Advisors LLC1,593$397.0K0.01%––
RBF Capital, LLC1,500$374.0K0.02%––
American International Group, Inc.1,497$373.0K0.00%––
Alliancebernstein L.P.1,492$372.0K0.00%––
Two Sigma Investments, LP1,491$371.0K0.00%––
Manufacturers Life Insurance Company, The1,449$361.0K0.00%––
Mackay Shields LLC1,300$324.0K0.00%––
BNP Paribas Arbitrage, SA1,283$319.5K0.00%––
UBS Asset Management Americas Inc1,190$296.3K0.00%––
D. E. Shaw & Co., Inc.1,186$295.0K0.00%––
Voya Investment Management LLC1,144$285.0K0.00%––
MetLife Investment Management1,039$258.7K0.00%––
Mackenzie Financial Corp1,000$249.0K0.00%––
American Century Companies Inc977$243.0K0.00%––
Farmers & Merchants Trust Co of Long Beach900$224.0K0.08%––
Citigroup Inc797$198.0K0.00%––
Metropolitan Life Insurance Co741$184.5K0.00%––
UBS Group AG718$179.0K0.00%––
Legal & General Group Plc542$135.0K0.00%––
Russell Investments Group, Ltd.477$118.0K0.00%––
Geneos Wealth Management Inc.316$72.0K0.00%––
Ameritas Investment Partners, Inc.193$48.0K0.00%––
Tower Research Capital LLC (TRC)165$41.0K0.00%––
Great West Life Assurance Co158$39.0K0.00%––
CX Institutional150$37.0K0.00%––
Advisor Group Holdings, Inc.109$27.0K0.00%––
CWM, LLC98$22.0K0.00%––
Barrow Hanley Mewhinney & Strauss LLC74$18.0K0.00%––
Bank of Montreal72$18.0K0.00%––
Hall Laurie J Trustee73$18.0K0.01%––
Pin Oak Investment Advisors Inc37$9.00K0.01%––
Macquarie Group Ltd21$5.00K0.00%––
US Bancorp6$1.00K0.00%––
Captrust Financial Advisors2$00.00%––