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 2021
Institutional positions in National Western Life Group, Inc. as of Jun 30, 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
- 89
- −5 vs. Q1 2021
- Shares held
- 2.92M
- −31.4K (−1.1%) vs. Q1 2021
- Total value
- $656.0M
- −$79.9M (−10.9%) vs. Q1 2021
- New holders
- 6
- 24 more added
- Sold out
- 11
- 38 more reduced
Compare with Q1 2021: 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 2021
Shares, value and share of portfolio for each institution holding National Western Life Group, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Moody National Bank Trust Division | 1,162,246 | $260.8M | 5.33% | 00.0% | Unchanged |
| Vanguard Group Inc | 266,645 | $59.8M | 0.00% | +4,358+1.7% | Added |
| Dimensional Fund Advisors LP | 241,025 | $54.1M | 0.02% | −1,809−0.7% | Reduced |
| BlackRock Inc. | 190,364 | $42.7M | 0.00% | −7,702−3.9% | Reduced |
| FMR LLC | 174,851 | $39.2M | 0.00% | −24,107−12.1% | Reduced |
| Cooke & Bieler LP | 116,868 | $26.2M | 0.24% | −91−0.1% | Reduced |
| Wells Fargo & Company | 86,752 | $19.5M | 0.00% | +6,985+8.8% | Added |
| Brandes Investment Partners, LP | 62,062 | $13.9M | 0.31% | +16,419+36.0% | Added |
| Ameriprise Financial Inc | 55,241 | $12.4M | 0.00% | +1,044+1.9% | Added |
| RK Asset Management, LLC | 51,285 | $11.5M | 9.95% | −950−1.8% | Reduced |
| State Street Corp | 51,118 | $11.5M | 0.00% | +3,502+7.4% | Added |
| Tweedy, Browne Co LLC | 49,139 | $11.0M | 0.31% | −163−0.3% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 43,521 | $9.77M | 0.03% | +3,570+8.9% | Added |
| Geode Capital Management, LLC | 41,829 | $9.39M | 0.00% | +1,625+4.0% | Added |
| Northern Trust Corp | 28,362 | $6.37M | 0.00% | −1,014−3.5% | Reduced |
| Charles Schwab Investment Management Inc | 23,131 | $5.19M | 0.00% | +196+0.9% | Added |
| Bridgeway Capital Management, LLC | 20,961 | $4.70M | 0.08% | −203−1.0% | Reduced |
| Goldman Sachs Group Inc | 18,065 | $4.05M | 0.00% | +740+4.3% | Added |
| Prudential Financial Inc | 17,520 | $3.93M | 0.01% | −20−0.1% | Reduced |
| Bank of New York Mellon Corp | 14,783 | $3.32M | 0.00% | −914−5.8% | Reduced |
| Arbiter Partners Capital Management LLC | 13,490 | $3.03M | 1.83% | −1,705−11.2% | Reduced |
| Denali Advisors LLC | 12,100 | $2.71M | 1.04% | −800−6.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 11,830 | $2.65M | 0.00% | −770−6.1% | Reduced |
| Nuveen Asset Management, LLC | 11,211 | $2.52M | 0.00% | −555−4.7% | Reduced |
| Fca Corp | 10,889 | $2.44M | 0.69% | +97+0.9% | Added |
| Westport Asset Management Inc | 10,042 | $2.25M | 0.99% | 00.0% | Unchanged |
| Adirondack Research & Management Inc. | 7,886 | $1.77M | 2.07% | −305−3.7% | Reduced |
| AQR Capital Management LLC | 7,424 | $1.67M | 0.00% | −682−8.4% | Reduced |
| Bank of America Corp | 7,082 | $1.59M | 0.00% | −1,780−20.1% | Reduced |
| New York State Common Retirement Fund | 6,991 | $1.57M | 0.00% | +21+0.3% | Added |
| Axar Capital Management L.P. | 6,600 | $1.48M | 0.63% | +6,600 | New |
| CM Management, LLC | 6,000 | $1.35M | 0.97% | 00.0% | Unchanged |
| Citadel Advisors LLC | 5,841 | $1.31M | 0.00% | +203+3.6% | Added |
| Deutsche Bank AG | 5,445 | $1.22M | 0.00% | −116−2.1% | Reduced |
| Swiss National Bank | 5,349 | $1.20M | 0.00% | −100−1.8% | Reduced |
| Victory Capital Management Inc | 5,092 | $1.14M | 0.00% | −469−8.4% | Reduced |
| Shufro Rose & Co LLC | 4,820 | $1.08M | 0.08% | −259−5.1% | Reduced |
| Zebra Capital Management LLC | 4,600 | $1.03M | 1.21% | −112−2.4% | Reduced |
| Schroder Investment Management Group | 4,122 | $925.0K | 0.00% | −1,412−25.5% | Reduced |
| Invesco Ltd. | 4,011 | $901.0K | 0.00% | +309+8.3% | Added |
| Rhumbline Advisers | 3,803 | $853.0K | 0.00% | −488−11.4% | Reduced |
| Morgan Stanley | 3,651 | $819.0K | 0.00% | +796+27.9% | Added |
| California State Teachers Retirement System | 3,525 | $791.0K | 0.00% | −346−8.9% | Reduced |
| Ziegler Capital Management, LLC | 3,236 | $726.0K | 0.02% | −108−3.2% | Reduced |
| Martingale Asset Management L P | 3,102 | $697.0K | 0.01% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 2,990 | $668.0K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,902 | $650.0K | 0.00% | +42+1.5% | Added |
| LSV Asset Management | 2,700 | $605.0K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 2,082 | $467.0K | 0.00% | +300+16.8% | Added |
| Garrison Point Advisors, LLC | 2,000 | $449.0K | 0.32% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,851 | $415.0K | 0.00% | −3,834−67.4% | Reduced |
| Thrivent Financial for Lutherans | 1,814 | $407.0K | 0.00% | −1,814−50.0% | Reduced |
| Price T Rowe Associates Inc | 1,757 | $394.0K | 0.00% | +45+2.6% | Added |
| IndexIQ Advisors LLC | 1,625 | $365.0K | 0.01% | +32+2.0% | Added |
| Manufacturers Life Insurance Company, The | 1,595 | $358.0K | 0.00% | +146+10.1% | Added |
| Credit Suisse AG | 1,527 | $342.0K | 0.00% | −493−24.4% | Reduced |
| RBF Capital, LLC | 1,500 | $337.0K | 0.02% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 1,491 | $335.0K | 0.00% | +305+25.7% | Added |
| American International Group, Inc. | 1,438 | $323.0K | 0.00% | −59−3.9% | Reduced |
| California Public Employees Retirement System | 1,295 | $291.0K | 0.00% | −3,794−74.6% | Reduced |
| Mackenzie Financial Corp | 1,190 | $267.0K | 0.00% | +190+19.0% | Added |
| American Century Companies Inc | 1,192 | $267.0K | 0.00% | +215+22.0% | Added |
| Jane Street Group, LLC | 1,101 | $247.0K | 0.00% | +1,101 | New |
| Voya Investment Management LLC | 1,081 | $243.0K | 0.00% | −63−5.5% | Reduced |
| MetLife Investment Management | 1,039 | $233.1K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 992 | $223.0K | 0.00% | −500−33.5% | Reduced |
| Metropolitan Life Insurance Co | 744 | $166.9K | 0.00% | +3+0.4% | Added |
| Legal & General Group Plc | 500 | $113.0K | 0.00% | −42−7.7% | Reduced |
| Russell Investments Group, Ltd. | 477 | $107.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 452 | $101.4K | 0.00% | −831−64.8% | Reduced |
| Citigroup Inc | 385 | $86.0K | 0.00% | −412−51.7% | Reduced |
| Tower Research Capital LLC (TRC) | 339 | $76.0K | 0.00% | +174+105.5% | Added |
| Barclays PLC | 331 | $75.0K | 0.00% | −3,950−92.3% | Reduced |
| Geneos Wealth Management Inc. | 316 | $72.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 193 | $43.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 158 | $35.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 150 | $34.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 109 | $24.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 98 | $22.0K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 73 | $16.0K | 0.01% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 54 | $12.0K | 0.00% | −20−27.0% | Reduced |
| Elkhorn Partners Limited Partnership | 50 | $11.0K | 0.01% | +50 | New |
| Pin Oak Investment Advisors Inc | 37 | $8.00K | 0.01% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 30 | $7.00K | 0.00% | +30 | New |
| Macquarie Group Ltd | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 10 | $2.00K | 0.00% | +10 | New |
| US Bancorp | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Captrust Financial Advisors | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −3,339−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −2,718−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −2,287−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −1,993−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −1,754−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −1,491−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −1,190−100.0% | Sold out |
| Farmers & Merchants Trust Co of Long Beach | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −718−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −72−100.0% | Sold out |