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