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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | +1 | New |
| CoreCap Advisors, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Carolinas Wealth Consulting LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 9 | $2.00K | 0.00% | +9 | New |
| Advisor Group Holdings, Inc. | 15 | $4.00K | 0.00% | −98−86.7% | Reduced |
| Whittier Trust Co | 20 | $4.00K | 0.00% | +20 | New |
| Macquarie Group Ltd | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 23 | $5.00K | 0.01% | +23 | New |
| Pin Oak Investment Advisors Inc | 37 | $8.00K | 0.01% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 73 | $16.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 98 | $21.0K | 0.00% | +98 | New |
| Tower Research Capital LLC (TRC) | 157 | $33.0K | 0.00% | +21+15.4% | Added |
| Great West Life Assurance Co | 158 | $34.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 170 | $36.0K | 0.00% | +170 | New |
| Ameritas Investment Partners, Inc. | 193 | $41.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 316 | $67.0K | 0.00% | 00.0% | Unchanged |
| Elkhorn Partners Limited Partnership | 450 | $96.0K | 0.05% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 625 | $134.0K | 0.00% | +571+1,057.4% | Added |
| Citigroup Inc | 663 | $142.0K | 0.00% | +315+90.5% | Added |
| Metropolitan Life Insurance Co | 744 | $159.5K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 856 | $184.0K | 0.00% | −859−50.1% | Reduced |
| Legal & General Group Plc | 975 | $209.0K | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 983 | $211.0K | 0.00% | −393−28.6% | Reduced |
| Two Sigma Investments, LP | 995 | $213.0K | 0.00% | −790−44.3% | Reduced |
| 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 |
| MetLife Investment Management | 1,039 | $222.8K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 1,047 | $225.0K | 0.00% | −34−3.1% | Reduced |
| Avidian Wealth Solutions, LLC | 1,065 | $228.0K | 0.01% | +1,065 | New |
| UBS Group AG | 1,080 | $231.0K | 0.00% | +1,065+7,100.0% | Added |
| Watershed Asset Management, L.L.C. | 1,217 | $261.0K | 0.24% | +1,217 | New |
| Millennium Management LLC | 1,279 | $274.0K | 0.00% | −3,934−75.5% | Reduced |
| Manufacturers Life Insurance Company, The | 1,300 | $279.0K | 0.00% | −37−2.8% | Reduced |
| BNP Paribas Arbitrage, SA | 1,322 | $283.5K | 0.00% | +548+70.8% | Added |
| American International Group, Inc. | 1,364 | $292.0K | 0.00% | −41−2.9% | Reduced |
| Schroder Investment Management Group | 1,392 | $299.0K | 0.00% | −800−36.5% | Reduced |
| Mackenzie Financial Corp | 1,397 | $300.0K | 0.00% | −3−0.2% | Reduced |
| RBF Capital, LLC | 1,500 | $322.0K | 0.02% | 00.0% | Unchanged |
| Man Group plc | 1,555 | $333.0K | 0.00% | +155+11.1% | Added |
| D. E. Shaw & Co., Inc. | 1,617 | $347.0K | 0.00% | +216+15.4% | Added |
| SEI Investments Co | 1,682 | $361.0K | 0.00% | −100−5.6% | Reduced |
| IndexIQ Advisors LLC | 1,696 | $364.0K | 0.01% | −110−6.1% | Reduced |
| Price T Rowe Associates Inc | 1,715 | $368.0K | 0.00% | −52−2.9% | Reduced |
| American Century Companies Inc | 1,771 | $380.0K | 0.00% | +413+30.4% | Added |
| Los Angeles Capital Management LLC | 1,864 | $400.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 1,874 | $402.0K | 0.00% | −3,521−65.3% | Reduced |
| Credit Suisse AG | 1,974 | $423.0K | 0.00% | +238+13.7% | Added |
| Garrison Point Advisors, LLC | 2,000 | $429.0K | 0.28% | 00.0% | Unchanged |
| Ergoteles LLC | 2,109 | $452.0K | 0.02% | −2,043−49.2% | Reduced |
| Wells Fargo & Company | 2,643 | $567.0K | 0.00% | −85,802−97.0% | Reduced |
| Ziegler Capital Management, LLC | 2,683 | $575.0K | 0.02% | −819−23.4% | Reduced |
| LSV Asset Management | 2,700 | $579.0K | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 2,701 | $580.0K | 0.01% | −400−12.9% | Reduced |
| Gsa Capital Partners LLP | 2,915 | $625.0K | 0.08% | +1,325+83.3% | Added |
| Jupiter Asset Management Ltd | 2,990 | $637.0K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 3,113 | $668.0K | 0.00% | +1,874+151.3% | Added |
| Zebra Capital Management LLC | 3,170 | $680.0K | 1.09% | −986−23.7% | Reduced |
| Morgan Stanley | 3,231 | $693.0K | 0.00% | −633−16.4% | Reduced |
| California State Teachers Retirement System | 3,404 | $730.0K | 0.00% | −32−0.9% | Reduced |
| Westhampton Capital, LLC | 3,453 | $740.0K | 0.45% | +158+4.8% | Added |
| Shufro Rose & Co LLC | 3,520 | $755.0K | 0.05% | 00.0% | Unchanged |
| Victory Capital Management Inc | 3,525 | $756.0K | 0.00% | −398−10.1% | Reduced |
| First Trust Advisors LP | 3,679 | $789.0K | 0.00% | +455+14.1% | Added |
| Marshall Wace, LLP | 3,706 | $795.0K | 0.00% | −188−4.8% | Reduced |
| JPMorgan Chase & Co | 3,756 | $805.0K | 0.00% | +2,658+242.1% | Added |
| Royal Bank of Canada | 3,869 | $830.0K | 0.00% | +112+3.0% | Added |
| Rhumbline Advisers | 3,887 | $834.0K | 0.00% | −35−0.9% | Reduced |
| AQR Capital Management LLC | 4,060 | $871.0K | 0.00% | +247+6.5% | Added |
| Invesco Ltd. | 4,118 | $883.0K | 0.00% | −181−4.2% | Reduced |
| Swiss National Bank | 5,349 | $1.15M | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 5,400 | $1.16M | 0.00% | −100−1.8% | Reduced |
| New York State Common Retirement Fund | 6,092 | $1.31M | 0.00% | −899−12.9% | Reduced |
| Citadel Advisors LLC | 6,325 | $1.36M | 0.00% | −7,980−55.8% | Reduced |
| Axar Capital Management L.P. | 6,600 | $1.42M | 0.69% | 00.0% | Unchanged |
| HRT Financial LP | 7,908 | $1.70M | 0.01% | −4,164−34.5% | Reduced |
| CM Management, LLC | 8,000 | $1.72M | 1.30% | +1,000+14.3% | Added |
| Bank of America Corp | 8,577 | $1.84M | 0.00% | +883+11.5% | Added |
| Denali Advisors LLC | 8,700 | $1.87M | 0.70% | −1,700−16.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 8,860 | $1.90M | 0.00% | −1,315−12.9% | Reduced |
| Nuveen Asset Management, LLC | 9,464 | $1.95M | 0.00% | −677−6.7% | Reduced |
| Fca Corp | 9,828 | $2.11M | 0.72% | −1,115−10.2% | Reduced |
| Westport Asset Management Inc | 10,042 | $2.15M | 0.97% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 13,729 | $2.94M | 0.00% | −1,693−11.0% | Reduced |
| Prudential Financial Inc | 15,127 | $3.24M | 0.00% | −1,320−8.0% | Reduced |
| Arbiter Partners Capital Management LLC | 17,124 | $3.67M | 2.57% | +3,634+26.9% | Added |
| Bridgeway Capital Management, LLC | 17,464 | $3.75M | 0.07% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 17,920 | $3.84M | 0.00% | −910−4.8% | Reduced |
| Charles Schwab Investment Management Inc | 22,664 | $4.86M | 0.00% | +293+1.3% | Added |
| Northern Trust Corp | 27,223 | $5.84M | 0.00% | +239+0.9% | Added |
| Hotchkis & Wiley Capital Management LLC | 38,791 | $8.32M | 0.03% | −1,100−2.8% | Reduced |
| Geode Capital Management, LLC | 42,234 | $9.06M | 0.00% | +324+0.8% | Added |
| Tweedy, Browne Co LLC | 48,804 | $10.5M | 0.33% | −290−0.6% | Reduced |
| State Street Corp | 48,899 | $10.5M | 0.00% | −527−1.1% | Reduced |
| RK Asset Management, LLC | 55,509 | $11.9M | 10.50% | +986+1.8% | Added |
| Ameriprise Financial Inc | 68,423 | $14.7M | 0.00% | +774+1.1% | Added |
| Brandes Investment Partners, LP | 84,838 | $18.2M | 0.40% | +2,690+3.3% | Added |
| Allspring Global Investments Holdings, LLC | 88,482 | $19.0M | 0.02% | +88,482 | New |
| Cooke & Bieler LP | 109,011 | $23.4M | 0.20% | −1,160−1.1% | Reduced |
| FMR LLC | 152,344 | $32.7M | 0.00% | +1,400+0.9% | Added |