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