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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 15 | $3.00K | 0.00% | +15 | New |
| Macquarie Group Ltd | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 37 | $8.00K | 0.01% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 54 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 73 | $15.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 113 | $23.0K | 0.00% | +4+3.7% | Added |
| Tower Research Capital LLC (TRC) | 136 | $29.0K | 0.00% | −203−59.9% | Reduced |
| CX Institutional | 150 | $32.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 158 | $33.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 193 | $41.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 316 | $67.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 348 | $73.0K | 0.00% | −37−9.6% | Reduced |
| Elkhorn Partners Limited Partnership | 450 | $95.0K | 0.06% | +400+800.0% | Added |
| Metropolitan Life Insurance Co | 744 | $156.7K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 774 | $163.0K | 0.00% | +322+71.2% | Added |
| Legal & General Group Plc | 975 | $206.0K | 0.00% | +475+95.0% | Added |
| MetLife Investment Management | 1,039 | $218.8K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 1,081 | $228.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,098 | $231.0K | 0.00% | −753−40.7% | Reduced |
| Barclays PLC | 1,239 | $261.0K | 0.00% | +908+274.3% | Added |
| Manufacturers Life Insurance Company, The | 1,337 | $282.0K | 0.00% | −258−16.2% | Reduced |
| American Century Companies Inc | 1,358 | $286.0K | 0.00% | +166+13.9% | Added |
| Tudor Investment Corp Et Al | 1,376 | $290.0K | 0.01% | +1,376 | New |
| 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 |
| American International Group, Inc. | 1,405 | $296.0K | 0.00% | −33−2.3% | Reduced |
| RBF Capital, LLC | 1,500 | $316.0K | 0.02% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 1,590 | $335.0K | 0.03% | +1,590 | New |
| SG Americas Securities, LLC | 1,715 | $361.0K | 0.00% | +1,715 | New |
| Credit Suisse AG | 1,736 | $366.0K | 0.00% | +209+13.7% | Added |
| Price T Rowe Associates Inc | 1,767 | $372.0K | 0.00% | +10+0.6% | Added |
| SEI Investments Co | 1,782 | $375.0K | 0.00% | −300−14.4% | Reduced |
| Two Sigma Investments, LP | 1,785 | $376.0K | 0.00% | +1,785 | New |
| IndexIQ Advisors LLC | 1,806 | $380.0K | 0.01% | +181+11.1% | Added |
| Los Angeles Capital Management LLC | 1,864 | $393.0K | 0.00% | +1,864 | New |
| Jane Street Group, LLC | 1,995 | $420.0K | 0.00% | +894+81.2% | Added |
| Garrison Point Advisors, LLC | 2,000 | $421.0K | 0.31% | 00.0% | Unchanged |
| Schroder Investment Management Group | 2,192 | $462.0K | 0.00% | −1,930−46.8% | Reduced |
| LSV Asset Management | 2,700 | $568.0K | 0.00% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 2,990 | $629.0K | 0.01% | 00.0% | Unchanged |
| Martingale Asset Management L P | 3,101 | $654.0K | 0.01% | −10.0% | Reduced |
| First Trust Advisors LP | 3,224 | $679.0K | 0.00% | +3,224 | New |
| Westhampton Capital, LLC | 3,295 | $694.0K | 0.47% | +3,295 | New |
| California State Teachers Retirement System | 3,436 | $724.0K | 0.00% | −89−2.5% | Reduced |
| Ziegler Capital Management, LLC | 3,502 | $737.0K | 0.03% | +266+8.2% | Added |
| Shufro Rose & Co LLC | 3,520 | $741.0K | 0.06% | −1,300−27.0% | Reduced |
| Royal Bank of Canada | 3,757 | $792.0K | 0.00% | +855+29.5% | Added |
| AQR Capital Management LLC | 3,813 | $803.0K | 0.00% | −3,611−48.6% | Reduced |
| Morgan Stanley | 3,864 | $813.0K | 0.00% | +213+5.8% | Added |
| Marshall Wace, LLP | 3,894 | $820.0K | 0.00% | +3,894 | 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 |
| Ergoteles LLC | 4,152 | $874.0K | 0.03% | +4,152 | New |
| Zebra Capital Management LLC | 4,156 | $875.0K | 1.06% | −444−9.7% | Reduced |
| Invesco Ltd. | 4,299 | $905.0K | 0.00% | +288+7.2% | Added |
| Millennium Management LLC | 5,213 | $1.10M | 0.00% | +5,213 | New |
| Swiss National Bank | 5,349 | $1.13M | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 5,395 | $1.14M | 0.00% | −50−0.9% | Reduced |
| Renaissance Technologies LLC | 5,500 | $1.16M | 0.00% | +5,500 | New |
| Axar Capital Management L.P. | 6,600 | $1.39M | 0.62% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 6,991 | $1.47M | 0.00% | 00.0% | Unchanged |
| CM Management, LLC | 7,000 | $1.47M | 1.10% | +1,000+16.7% | Added |
| Adirondack Research & Management Inc. | 7,316 | $1.54M | 1.87% | −570−7.2% | Reduced |
| Bank of America Corp | 7,694 | $1.62M | 0.00% | +612+8.6% | Added |
| M3F, Inc. | 8,687 | $1.83M | 0.60% | +8,687 | New |
| Nuveen Asset Management, LLC | 10,141 | $2.09M | 0.00% | −1,070−9.5% | Reduced |
| Westport Asset Management Inc | 10,042 | $2.12M | 1.03% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 10,175 | $2.14M | 0.00% | −1,655−14.0% | Reduced |
| Denali Advisors LLC | 10,400 | $2.19M | 0.92% | −1,700−14.0% | Reduced |
| Fca Corp | 10,943 | $2.31M | 0.69% | +54+0.5% | Added |
| HRT Financial LP | 12,072 | $2.54M | 0.02% | +12,072 | New |
| Arbiter Partners Capital Management LLC | 13,490 | $2.84M | 1.97% | 00.0% | Unchanged |
| Citadel Advisors LLC | 14,305 | $3.01M | 0.00% | +8,464+144.9% | Added |
| Bank of New York Mellon Corp | 15,422 | $3.25M | 0.00% | +639+4.3% | Added |
| Prudential Financial Inc | 16,447 | $3.46M | 0.00% | −1,073−6.1% | Reduced |
| Bridgeway Capital Management, LLC | 17,464 | $3.68M | 0.07% | −3,497−16.7% | Reduced |
| Goldman Sachs Group Inc | 18,830 | $3.97M | 0.00% | +765+4.2% | Added |
| Charles Schwab Investment Management Inc | 22,371 | $4.71M | 0.00% | −760−3.3% | Reduced |
| Northern Trust Corp | 26,984 | $5.68M | 0.00% | −1,378−4.9% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 39,891 | $8.40M | 0.03% | −3,630−8.3% | Reduced |
| Geode Capital Management, LLC | 41,910 | $8.82M | 0.00% | +81+0.2% | Added |
| Tweedy, Browne Co LLC | 49,094 | $10.3M | 0.35% | −45−0.1% | Reduced |
| State Street Corp | 49,426 | $10.4M | 0.00% | −1,692−3.3% | Reduced |
| RK Asset Management, LLC | 54,523 | $11.5M | 10.18% | +3,238+6.3% | Added |
| Ameriprise Financial Inc | 67,649 | $14.2M | 0.00% | +12,408+22.5% | Added |
| Brandes Investment Partners, LP | 82,148 | $17.3M | 0.38% | +20,086+32.4% | Added |
| Wells Fargo & Company | 88,445 | $18.6M | 0.00% | +1,693+2.0% | Added |
| Cooke & Bieler LP | 110,171 | $23.2M | 0.21% | −6,697−5.7% | Reduced |
| FMR LLC | 150,944 | $31.8M | 0.00% | −23,907−13.7% | Reduced |
| Vanguard Group Inc | 179,725 | $37.8M | 0.00% | −86,920−32.6% | Reduced |
| BlackRock Inc. | 192,320 | $40.5M | 0.00% | +1,956+1.0% | Added |
| Dimensional Fund Advisors LP | 229,700 | $48.4M | 0.02% | −11,325−4.7% | Reduced |
| Moody National Bank Trust Division | 1,164,246 | $245.2M | 3.59% | +2,000+0.2% | Added |
| 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 |