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, Q1 2022
Institutional positions in National Western Life Group, Inc. as of Mar 31, 2022. 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
- 102
- −2 vs. Q4 2021
- Shares held
- 2.85M
- +4.23K (+0.1%) vs. Q4 2021
- Total value
- $599.9M
- −$10.5M (−1.7%) vs. Q4 2021
- New holders
- 8
- 28 more added
- Sold out
- 10
- 41 more reduced
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding National Western Life Group, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Moody National Bank Trust Division | 1,165,746 | $245.3M | 7.61% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 221,961 | $46.7M | 0.01% | −960.0% | Reduced |
| BlackRock Inc. | 189,288 | $39.8M | 0.00% | −4,814−2.5% | Reduced |
| Vanguard Group Inc | 184,380 | $38.8M | 0.00% | +1,005+0.5% | Added |
| FMR LLC | 152,155 | $32.0M | 0.00% | −189−0.1% | Reduced |
| Cooke & Bieler LP | 108,201 | $22.8M | 0.20% | −810−0.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 88,492 | $18.6M | 0.02% | +100.0% | Added |
| Brandes Investment Partners, LP | 85,013 | $17.9M | 0.38% | +175+0.2% | Added |
| Ameriprise Financial Inc | 71,817 | $15.1M | 0.00% | +3,394+5.0% | Added |
| RK Asset Management, LLC | 54,755 | $11.5M | 11.17% | −754−1.4% | Reduced |
| State Street Corp | 50,079 | $10.5M | 0.00% | +1,180+2.4% | Added |
| Tweedy, Browne Co LLC | 45,335 | $9.54M | 0.31% | −3,469−7.1% | Reduced |
| Geode Capital Management, LLC | 43,670 | $9.19M | 0.00% | +1,436+3.4% | Added |
| Hotchkis & Wiley Capital Management LLC | 39,282 | $8.27M | 0.03% | +491+1.3% | Added |
| M3F, Inc. | 31,072 | $6.54M | 2.18% | +31,072 | New |
| Northern Trust Corp | 26,989 | $5.68M | 0.00% | −234−0.9% | Reduced |
| Charles Schwab Investment Management Inc | 23,006 | $4.84M | 0.00% | +342+1.5% | Added |
| Goldman Sachs Group Inc | 18,657 | $3.92M | 0.00% | +737+4.1% | Added |
| Arbiter Partners Capital Management LLC | 17,594 | $3.70M | 2.71% | +470+2.7% | Added |
| Bridgeway Capital Management, LLC | 17,464 | $3.67M | 0.07% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 16,489 | $3.47M | 0.00% | +2,760+20.1% | Added |
| Prudential Financial Inc | 15,031 | $3.16M | 0.00% | −96−0.6% | Reduced |
| Westport Asset Management Inc | 10,042 | $2.15M | 0.97% | 00.0% | Unchanged |
| Fca Corp | 9,936 | $2.09M | 0.73% | +108+1.1% | Added |
| Nuveen Asset Management, LLC | 9,337 | $2.00M | 0.00% | −127−1.3% | Reduced |
| Bank of America Corp | 8,635 | $1.82M | 0.00% | +58+0.7% | Added |
| CM Management, LLC | 8,000 | $1.68M | 1.41% | 00.0% | Unchanged |
| Denali Advisors LLC | 6,705 | $1.41M | 0.54% | −1,995−22.9% | Reduced |
| Axar Capital Management L.P. | 6,600 | $1.39M | 0.59% | 00.0% | Unchanged |
| Swiss National Bank | 5,649 | $1.19M | 0.00% | +300+5.6% | Added |
| New York State Common Retirement Fund | 5,394 | $1.14M | 0.00% | −698−11.5% | Reduced |
| Shufro Rose & Co LLC | 5,237 | $1.10M | 0.09% | +1,717+48.8% | Added |
| Citadel Advisors LLC | 4,840 | $1.02M | 0.00% | −1,485−23.5% | Reduced |
| Renaissance Technologies LLC | 4,200 | $884.0K | 0.00% | −1,200−22.2% | Reduced |
| Zebra Capital Management LLC | 3,816 | $803.0K | 1.84% | +646+20.4% | Added |
| AQR Capital Management LLC | 3,600 | $757.0K | 0.00% | −460−11.3% | Reduced |
| Rhumbline Advisers | 3,566 | $750.0K | 0.00% | −321−8.3% | Reduced |
| Royal Bank of Canada | 3,499 | $736.0K | 0.00% | −370−9.6% | Reduced |
| First Trust Advisors LP | 3,477 | $732.0K | 0.00% | −202−5.5% | Reduced |
| Westhampton Capital, LLC | 3,438 | $723.0K | 0.47% | −15−0.4% | Reduced |
| Victory Capital Management Inc | 3,628 | $721.0K | 0.00% | +103+2.9% | Added |
| Invesco Ltd. | 3,404 | $716.0K | 0.00% | −714−17.3% | Reduced |
| California State Teachers Retirement System | 3,149 | $663.0K | 0.00% | −255−7.5% | Reduced |
| Marshall Wace, LLP | 3,118 | $656.0K | 0.00% | −588−15.9% | Reduced |
| Morgan Stanley | 3,105 | $652.0K | 0.00% | −126−3.9% | Reduced |
| Jupiter Asset Management Ltd | 2,990 | $628.0K | 0.01% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 2,927 | $616.0K | 0.00% | +1,932+194.2% | Added |
| Gsa Capital Partners LLP | 2,807 | $591.0K | 0.08% | −108−3.7% | Reduced |
| Assenagon Asset Management S.A. | 2,765 | $582.0K | 0.00% | +2,765 | New |
| Price T Rowe Associates Inc | 2,675 | $563.0K | 0.00% | +960+56.0% | Added |
| Arrowstreet Capital, Limited Partnership | 2,603 | $548.0K | 0.00% | −6,257−70.6% | Reduced |
| Credit Suisse AG | 2,376 | $500.0K | 0.00% | +402+20.4% | Added |
| Ziegler Capital Management, LLC | 2,313 | $487.0K | 0.02% | −370−13.8% | Reduced |
| Two Sigma Advisers, LP | 2,300 | $484.0K | 0.00% | +1,300+130.0% | Added |
| American Century Companies Inc | 2,221 | $467.0K | 0.00% | +450+25.4% | Added |
| LSV Asset Management | 2,200 | $463.0K | 0.00% | −500−18.5% | Reduced |
| Garrison Point Advisors, LLC | 2,000 | $421.0K | 0.29% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 1,965 | $413.4K | 0.00% | +1,965 | New |
| Millennium Management LLC | 1,913 | $402.0K | 0.00% | +634+49.6% | Added |
| Los Angeles Capital Management LLC | 1,864 | $392.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 1,714 | $360.0K | 0.00% | −160−8.5% | Reduced |
| D. E. Shaw & Co., Inc. | 1,698 | $357.0K | 0.00% | +81+5.0% | Added |
| MetLife Investment Management | 1,624 | $341.7K | 0.00% | +585+56.3% | Added |
| Martingale Asset Management L P | 1,600 | $337.0K | 0.01% | −1,101−40.8% | Reduced |
| RBF Capital, LLC | 1,500 | $320.0K | 0.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,444 | $303.0K | 0.00% | −1,199−45.4% | Reduced |
| JPMorgan Chase & Co | 1,408 | $296.0K | 0.00% | −2,348−62.5% | Reduced |
| Mackenzie Financial Corp | 1,397 | $294.0K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 1,309 | $275.0K | 0.00% | −6,599−83.4% | Reduced |
| American International Group, Inc. | 1,274 | $268.0K | 0.00% | −90−6.6% | Reduced |
| Watershed Asset Management, L.L.C. | 1,217 | $256.0K | 0.26% | 00.0% | Unchanged |
| SEI Investments Co | 1,182 | $249.0K | 0.00% | −500−29.7% | Reduced |
| Manufacturers Life Insurance Company, The | 1,051 | $221.1K | 0.00% | −249−19.2% | Reduced |
| Voya Investment Management LLC | 1,006 | $212.0K | 0.00% | −41−3.9% | Reduced |
| Beacon Pointe Advisors, LLC | 1,000 | $210.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 975 | $205.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 670 | $141.0K | 0.00% | −652−49.3% | Reduced |
| Elkhorn Partners Limited Partnership | 500 | $105.0K | 0.06% | +50+11.1% | Added |
| Barclays PLC | 428 | $90.0K | 0.00% | −2,685−86.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 338 | $71.0K | 0.03% | +338 | New |
| Geneos Wealth Management Inc. | 316 | $66.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 308 | $65.0K | 0.00% | +308 | New |
| Amalgamated Financial Corp. | 308 | $65.0K | 0.00% | +308 | New |
| Citigroup Inc | 297 | $62.0K | 0.00% | −366−55.2% | Reduced |
| Tower Research Capital LLC (TRC) | 274 | $58.0K | 0.00% | +117+74.5% | Added |
| Ameritas Investment Partners, Inc. | 193 | $41.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 170 | $36.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 158 | $35.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 159 | $33.5K | 0.00% | −585−78.6% | Reduced |
| UBS Group AG | 132 | $28.0K | 0.00% | −948−87.8% | Reduced |
| CWM, LLC | 98 | $21.0K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 73 | $15.0K | 0.01% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 55 | $12.0K | 0.00% | −570−91.2% | Reduced |
| Pin Oak Investment Advisors Inc | 37 | $8.00K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 37 | $8.00K | 0.00% | +37 | New |
| Covestor Ltd | 32 | $7.00K | 0.00% | +9+39.1% | Added |
| Macquarie Group Ltd | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |