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, Q3 2021
Institutional positions in National Western Life Group, Inc. as of Sep 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
- 97
- +9 vs. Q2 2021
- Shares held
- 2.88M
- −45.1K (−1.5%) vs. Q2 2021
- Total value
- $606.1M
- −$49.9M (−7.6%) vs. Q2 2021
- New holders
- 16
- 29 more added
- Sold out
- 7
- 30 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding National Western Life Group, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Moody National Bank Trust Division | 1,164,246 | $245.2M | 3.59% | +2,000+0.2% | Added |
| Dimensional Fund Advisors LP | 229,700 | $48.4M | 0.02% | −11,325−4.7% | Reduced |
| BlackRock Inc. | 192,320 | $40.5M | 0.00% | +1,956+1.0% | Added |
| Vanguard Group Inc | 179,725 | $37.8M | 0.00% | −86,920−32.6% | Reduced |
| FMR LLC | 150,944 | $31.8M | 0.00% | −23,907−13.7% | Reduced |
| Cooke & Bieler LP | 110,171 | $23.2M | 0.21% | −6,697−5.7% | Reduced |
| Wells Fargo & Company | 88,445 | $18.6M | 0.00% | +1,693+2.0% | Added |
| Brandes Investment Partners, LP | 82,148 | $17.3M | 0.38% | +20,086+32.4% | Added |
| Ameriprise Financial Inc | 67,649 | $14.2M | 0.00% | +12,408+22.5% | Added |
| RK Asset Management, LLC | 54,523 | $11.5M | 10.18% | +3,238+6.3% | Added |
| State Street Corp | 49,426 | $10.4M | 0.00% | −1,692−3.3% | Reduced |
| Tweedy, Browne Co LLC | 49,094 | $10.3M | 0.35% | −45−0.1% | Reduced |
| Geode Capital Management, LLC | 41,910 | $8.82M | 0.00% | +81+0.2% | Added |
| Hotchkis & Wiley Capital Management LLC | 39,891 | $8.40M | 0.03% | −3,630−8.3% | Reduced |
| Northern Trust Corp | 26,984 | $5.68M | 0.00% | −1,378−4.9% | Reduced |
| Charles Schwab Investment Management Inc | 22,371 | $4.71M | 0.00% | −760−3.3% | Reduced |
| Goldman Sachs Group Inc | 18,830 | $3.97M | 0.00% | +765+4.2% | Added |
| Bridgeway Capital Management, LLC | 17,464 | $3.68M | 0.07% | −3,497−16.7% | Reduced |
| Prudential Financial Inc | 16,447 | $3.46M | 0.00% | −1,073−6.1% | Reduced |
| Bank of New York Mellon Corp | 15,422 | $3.25M | 0.00% | +639+4.3% | Added |
| Citadel Advisors LLC | 14,305 | $3.01M | 0.00% | +8,464+144.9% | Added |
| Arbiter Partners Capital Management LLC | 13,490 | $2.84M | 1.97% | 00.0% | Unchanged |
| HRT Financial LP | 12,072 | $2.54M | 0.02% | +12,072 | New |
| Fca Corp | 10,943 | $2.31M | 0.69% | +54+0.5% | Added |
| Denali Advisors LLC | 10,400 | $2.19M | 0.92% | −1,700−14.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 10,175 | $2.14M | 0.00% | −1,655−14.0% | Reduced |
| Westport Asset Management Inc | 10,042 | $2.12M | 1.03% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 10,141 | $2.09M | 0.00% | −1,070−9.5% | Reduced |
| M3F, Inc. | 8,687 | $1.83M | 0.60% | +8,687 | New |
| Bank of America Corp | 7,694 | $1.62M | 0.00% | +612+8.6% | Added |
| Adirondack Research & Management Inc. | 7,316 | $1.54M | 1.87% | −570−7.2% | Reduced |
| CM Management, LLC | 7,000 | $1.47M | 1.10% | +1,000+16.7% | Added |
| New York State Common Retirement Fund | 6,991 | $1.47M | 0.00% | 00.0% | Unchanged |
| Axar Capital Management L.P. | 6,600 | $1.39M | 0.62% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 5,500 | $1.16M | 0.00% | +5,500 | New |
| Deutsche Bank AG | 5,395 | $1.14M | 0.00% | −50−0.9% | Reduced |
| Swiss National Bank | 5,349 | $1.13M | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 5,213 | $1.10M | 0.00% | +5,213 | New |
| Invesco Ltd. | 4,299 | $905.0K | 0.00% | +288+7.2% | Added |
| Zebra Capital Management LLC | 4,156 | $875.0K | 1.06% | −444−9.7% | Reduced |
| Ergoteles LLC | 4,152 | $874.0K | 0.03% | +4,152 | New |
| Victory Capital Management Inc | 3,923 | $826.0K | 0.00% | −1,169−23.0% | Reduced |
| Rhumbline Advisers | 3,922 | $826.0K | 0.00% | +119+3.1% | Added |
| Marshall Wace, LLP | 3,894 | $820.0K | 0.00% | +3,894 | New |
| Morgan Stanley | 3,864 | $813.0K | 0.00% | +213+5.8% | Added |
| AQR Capital Management LLC | 3,813 | $803.0K | 0.00% | −3,611−48.6% | Reduced |
| Royal Bank of Canada | 3,757 | $792.0K | 0.00% | +855+29.5% | Added |
| Shufro Rose & Co LLC | 3,520 | $741.0K | 0.06% | −1,300−27.0% | Reduced |
| Ziegler Capital Management, LLC | 3,502 | $737.0K | 0.03% | +266+8.2% | Added |
| California State Teachers Retirement System | 3,436 | $724.0K | 0.00% | −89−2.5% | Reduced |
| Westhampton Capital, LLC | 3,295 | $694.0K | 0.47% | +3,295 | New |
| First Trust Advisors LP | 3,224 | $679.0K | 0.00% | +3,224 | New |
| Martingale Asset Management L P | 3,101 | $654.0K | 0.01% | −10.0% | Reduced |
| Jupiter Asset Management Ltd | 2,990 | $629.0K | 0.01% | 00.0% | Unchanged |
| LSV Asset Management | 2,700 | $568.0K | 0.00% | 00.0% | Unchanged |
| Schroder Investment Management Group | 2,192 | $462.0K | 0.00% | −1,930−46.8% | Reduced |
| Garrison Point Advisors, LLC | 2,000 | $421.0K | 0.31% | 00.0% | Unchanged |
| Jane Street Group, LLC | 1,995 | $420.0K | 0.00% | +894+81.2% | Added |
| Los Angeles Capital Management LLC | 1,864 | $393.0K | 0.00% | +1,864 | New |
| IndexIQ Advisors LLC | 1,806 | $380.0K | 0.01% | +181+11.1% | Added |
| Two Sigma Investments, LP | 1,785 | $376.0K | 0.00% | +1,785 | New |
| SEI Investments Co | 1,782 | $375.0K | 0.00% | −300−14.4% | Reduced |
| Price T Rowe Associates Inc | 1,767 | $372.0K | 0.00% | +10+0.6% | Added |
| Credit Suisse AG | 1,736 | $366.0K | 0.00% | +209+13.7% | Added |
| SG Americas Securities, LLC | 1,715 | $361.0K | 0.00% | +1,715 | New |
| Gsa Capital Partners LLP | 1,590 | $335.0K | 0.03% | +1,590 | New |
| RBF Capital, LLC | 1,500 | $316.0K | 0.02% | 00.0% | Unchanged |
| American International Group, Inc. | 1,405 | $296.0K | 0.00% | −33−2.3% | Reduced |
| D. E. Shaw & Co., Inc. | 1,401 | $295.0K | 0.00% | −90−6.0% | Reduced |
| Mackenzie Financial Corp | 1,400 | $295.0K | 0.00% | +210+17.6% | Added |
| Man Group plc | 1,400 | $295.0K | 0.00% | +1,400 | New |
| ExodusPoint Capital Management, LP | 1,401 | $295.0K | 0.00% | +1,401 | New |
| Tudor Investment Corp Et Al | 1,376 | $290.0K | 0.01% | +1,376 | New |
| American Century Companies Inc | 1,358 | $286.0K | 0.00% | +166+13.9% | Added |
| Manufacturers Life Insurance Company, The | 1,337 | $282.0K | 0.00% | −258−16.2% | Reduced |
| Barclays PLC | 1,239 | $261.0K | 0.00% | +908+274.3% | Added |
| JPMorgan Chase & Co | 1,098 | $231.0K | 0.00% | −753−40.7% | Reduced |
| Voya Investment Management LLC | 1,081 | $228.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 1,039 | $218.8K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 975 | $206.0K | 0.00% | +475+95.0% | Added |
| BNP Paribas Arbitrage, SA | 774 | $163.0K | 0.00% | +322+71.2% | Added |
| Metropolitan Life Insurance Co | 744 | $156.7K | 0.00% | 00.0% | Unchanged |
| Elkhorn Partners Limited Partnership | 450 | $95.0K | 0.06% | +400+800.0% | Added |
| Citigroup Inc | 348 | $73.0K | 0.00% | −37−9.6% | Reduced |
| Geneos Wealth Management Inc. | 316 | $67.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 193 | $41.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 158 | $33.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 150 | $32.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 136 | $29.0K | 0.00% | −203−59.9% | Reduced |
| Advisor Group Holdings, Inc. | 113 | $23.0K | 0.00% | +4+3.7% | Added |
| Hall Laurie J Trustee | 73 | $15.0K | 0.01% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 54 | $11.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 37 | $8.00K | 0.01% | 00.0% | Unchanged |
| Macquarie Group Ltd | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 15 | $3.00K | 0.00% | +15 | New |
| Carolinas Wealth Consulting LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −1,814−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −1,295−100.0% | Sold out |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −992−100.0% | Sold out |