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, Q4 2021
Institutional positions in National Western Life Group, Inc. as of Dec 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
- 104
- +8 vs. Q3 2021
- Shares held
- 2.85M
- −24.5K (−0.9%) vs. Q3 2021
- Total value
- $610.3M
- +$5.76M (+1.0%) vs. Q3 2021
- New holders
- 12
- 29 more added
- Sold out
- 4
- 41 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding National Western Life Group, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Moody National Bank Trust Division | 1,165,746 | $250.0M | 7.47% | +1,500+0.1% | Added |
| Dimensional Fund Advisors LP | 222,057 | $47.6M | 0.01% | −7,643−3.3% | Reduced |
| BlackRock Inc. | 194,102 | $41.6M | 0.00% | +1,782+0.9% | Added |
| Vanguard Group Inc | 183,375 | $39.3M | 0.00% | +3,650+2.0% | Added |
| FMR LLC | 152,344 | $32.7M | 0.00% | +1,400+0.9% | Added |
| Cooke & Bieler LP | 109,011 | $23.4M | 0.20% | −1,160−1.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 88,482 | $19.0M | 0.02% | +88,482 | New |
| Brandes Investment Partners, LP | 84,838 | $18.2M | 0.40% | +2,690+3.3% | Added |
| Ameriprise Financial Inc | 68,423 | $14.7M | 0.00% | +774+1.1% | Added |
| RK Asset Management, LLC | 55,509 | $11.9M | 10.50% | +986+1.8% | Added |
| State Street Corp | 48,899 | $10.5M | 0.00% | −527−1.1% | Reduced |
| Tweedy, Browne Co LLC | 48,804 | $10.5M | 0.33% | −290−0.6% | Reduced |
| Geode Capital Management, LLC | 42,234 | $9.06M | 0.00% | +324+0.8% | Added |
| Hotchkis & Wiley Capital Management LLC | 38,791 | $8.32M | 0.03% | −1,100−2.8% | Reduced |
| Northern Trust Corp | 27,223 | $5.84M | 0.00% | +239+0.9% | Added |
| Charles Schwab Investment Management Inc | 22,664 | $4.86M | 0.00% | +293+1.3% | Added |
| Goldman Sachs Group Inc | 17,920 | $3.84M | 0.00% | −910−4.8% | Reduced |
| Bridgeway Capital Management, LLC | 17,464 | $3.75M | 0.07% | 00.0% | Unchanged |
| Arbiter Partners Capital Management LLC | 17,124 | $3.67M | 2.57% | +3,634+26.9% | Added |
| Prudential Financial Inc | 15,127 | $3.24M | 0.00% | −1,320−8.0% | Reduced |
| Bank of New York Mellon Corp | 13,729 | $2.94M | 0.00% | −1,693−11.0% | Reduced |
| Westport Asset Management Inc | 10,042 | $2.15M | 0.97% | 00.0% | Unchanged |
| Fca Corp | 9,828 | $2.11M | 0.72% | −1,115−10.2% | Reduced |
| Nuveen Asset Management, LLC | 9,464 | $1.95M | 0.00% | −677−6.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 8,860 | $1.90M | 0.00% | −1,315−12.9% | Reduced |
| Denali Advisors LLC | 8,700 | $1.87M | 0.70% | −1,700−16.3% | Reduced |
| Bank of America Corp | 8,577 | $1.84M | 0.00% | +883+11.5% | Added |
| CM Management, LLC | 8,000 | $1.72M | 1.30% | +1,000+14.3% | Added |
| HRT Financial LP | 7,908 | $1.70M | 0.01% | −4,164−34.5% | Reduced |
| Axar Capital Management L.P. | 6,600 | $1.42M | 0.69% | 00.0% | Unchanged |
| Citadel Advisors LLC | 6,325 | $1.36M | 0.00% | −7,980−55.8% | Reduced |
| New York State Common Retirement Fund | 6,092 | $1.31M | 0.00% | −899−12.9% | Reduced |
| Renaissance Technologies LLC | 5,400 | $1.16M | 0.00% | −100−1.8% | Reduced |
| Swiss National Bank | 5,349 | $1.15M | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 4,118 | $883.0K | 0.00% | −181−4.2% | Reduced |
| AQR Capital Management LLC | 4,060 | $871.0K | 0.00% | +247+6.5% | Added |
| Rhumbline Advisers | 3,887 | $834.0K | 0.00% | −35−0.9% | Reduced |
| Royal Bank of Canada | 3,869 | $830.0K | 0.00% | +112+3.0% | Added |
| JPMorgan Chase & Co | 3,756 | $805.0K | 0.00% | +2,658+242.1% | Added |
| Marshall Wace, LLP | 3,706 | $795.0K | 0.00% | −188−4.8% | Reduced |
| First Trust Advisors LP | 3,679 | $789.0K | 0.00% | +455+14.1% | Added |
| Victory Capital Management Inc | 3,525 | $756.0K | 0.00% | −398−10.1% | Reduced |
| Shufro Rose & Co LLC | 3,520 | $755.0K | 0.05% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 3,453 | $740.0K | 0.45% | +158+4.8% | Added |
| California State Teachers Retirement System | 3,404 | $730.0K | 0.00% | −32−0.9% | Reduced |
| Morgan Stanley | 3,231 | $693.0K | 0.00% | −633−16.4% | Reduced |
| Zebra Capital Management LLC | 3,170 | $680.0K | 1.09% | −986−23.7% | Reduced |
| Barclays PLC | 3,113 | $668.0K | 0.00% | +1,874+151.3% | Added |
| Jupiter Asset Management Ltd | 2,990 | $637.0K | 0.01% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 2,915 | $625.0K | 0.08% | +1,325+83.3% | Added |
| Martingale Asset Management L P | 2,701 | $580.0K | 0.01% | −400−12.9% | Reduced |
| LSV Asset Management | 2,700 | $579.0K | 0.00% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 2,683 | $575.0K | 0.02% | −819−23.4% | Reduced |
| Wells Fargo & Company | 2,643 | $567.0K | 0.00% | −85,802−97.0% | Reduced |
| Ergoteles LLC | 2,109 | $452.0K | 0.02% | −2,043−49.2% | Reduced |
| Garrison Point Advisors, LLC | 2,000 | $429.0K | 0.28% | 00.0% | Unchanged |
| Credit Suisse AG | 1,974 | $423.0K | 0.00% | +238+13.7% | Added |
| Deutsche Bank AG | 1,874 | $402.0K | 0.00% | −3,521−65.3% | Reduced |
| Los Angeles Capital Management LLC | 1,864 | $400.0K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 1,771 | $380.0K | 0.00% | +413+30.4% | Added |
| Price T Rowe Associates Inc | 1,715 | $368.0K | 0.00% | −52−2.9% | Reduced |
| IndexIQ Advisors LLC | 1,696 | $364.0K | 0.01% | −110−6.1% | Reduced |
| SEI Investments Co | 1,682 | $361.0K | 0.00% | −100−5.6% | Reduced |
| D. E. Shaw & Co., Inc. | 1,617 | $347.0K | 0.00% | +216+15.4% | Added |
| Man Group plc | 1,555 | $333.0K | 0.00% | +155+11.1% | Added |
| RBF Capital, LLC | 1,500 | $322.0K | 0.02% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 1,397 | $300.0K | 0.00% | −3−0.2% | Reduced |
| Schroder Investment Management Group | 1,392 | $299.0K | 0.00% | −800−36.5% | Reduced |
| American International Group, Inc. | 1,364 | $292.0K | 0.00% | −41−2.9% | Reduced |
| BNP Paribas Arbitrage, SA | 1,322 | $283.5K | 0.00% | +548+70.8% | Added |
| Manufacturers Life Insurance Company, The | 1,300 | $279.0K | 0.00% | −37−2.8% | Reduced |
| Millennium Management LLC | 1,279 | $274.0K | 0.00% | −3,934−75.5% | Reduced |
| Watershed Asset Management, L.L.C. | 1,217 | $261.0K | 0.24% | +1,217 | New |
| UBS Group AG | 1,080 | $231.0K | 0.00% | +1,065+7,100.0% | Added |
| Avidian Wealth Solutions, LLC | 1,065 | $228.0K | 0.01% | +1,065 | New |
| Voya Investment Management LLC | 1,047 | $225.0K | 0.00% | −34−3.1% | Reduced |
| MetLife Investment Management | 1,039 | $222.8K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 1,000 | $214.0K | 0.00% | +1,000 | New |
| Beacon Pointe Advisors, LLC | 1,000 | $214.0K | 0.01% | +1,000 | New |
| Two Sigma Investments, LP | 995 | $213.0K | 0.00% | −790−44.3% | Reduced |
| Tudor Investment Corp Et Al | 983 | $211.0K | 0.00% | −393−28.6% | Reduced |
| Legal & General Group Plc | 975 | $209.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 856 | $184.0K | 0.00% | −859−50.1% | Reduced |
| Metropolitan Life Insurance Co | 744 | $159.5K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 663 | $142.0K | 0.00% | +315+90.5% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 625 | $134.0K | 0.00% | +571+1,057.4% | Added |
| Elkhorn Partners Limited Partnership | 450 | $96.0K | 0.05% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 316 | $67.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 193 | $41.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 170 | $36.0K | 0.00% | +170 | New |
| Great West Life Assurance Co | 158 | $34.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 157 | $33.0K | 0.00% | +21+15.4% | Added |
| CWM, LLC | 98 | $21.0K | 0.00% | +98 | New |
| Hall Laurie J Trustee | 73 | $16.0K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 37 | $8.00K | 0.01% | 00.0% | Unchanged |
| Macquarie Group Ltd | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 23 | $5.00K | 0.01% | +23 | New |
| Advisor Group Holdings, Inc. | 15 | $4.00K | 0.00% | −98−86.7% | Reduced |
| Whittier Trust Co | 20 | $4.00K | 0.00% | +20 | New |
| Carolinas Wealth Consulting LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |