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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2 | $0 | 0.00% | +2 | New |
| Carolinas Wealth Consulting LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 32 | $7.00K | 0.00% | +9+39.1% | Added |
| Pin Oak Investment Advisors Inc | 37 | $8.00K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 37 | $8.00K | 0.00% | +37 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 55 | $12.0K | 0.00% | −570−91.2% | Reduced |
| Hall Laurie J Trustee | 73 | $15.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 98 | $21.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 132 | $28.0K | 0.00% | −948−87.8% | Reduced |
| Metropolitan Life Insurance Co | 159 | $33.5K | 0.00% | −585−78.6% | Reduced |
| Great West Life Assurance Co | 158 | $35.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 170 | $36.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 193 | $41.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 274 | $58.0K | 0.00% | +117+74.5% | Added |
| Citigroup Inc | 297 | $62.0K | 0.00% | −366−55.2% | Reduced |
| Amalgamated Bank | 308 | $65.0K | 0.00% | +308 | New |
| Amalgamated Financial Corp. | 308 | $65.0K | 0.00% | +308 | New |
| Geneos Wealth Management Inc. | 316 | $66.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 338 | $71.0K | 0.03% | +338 | New |
| Barclays PLC | 428 | $90.0K | 0.00% | −2,685−86.3% | Reduced |
| Elkhorn Partners Limited Partnership | 500 | $105.0K | 0.06% | +50+11.1% | Added |
| BNP Paribas Arbitrage, SA | 670 | $141.0K | 0.00% | −652−49.3% | Reduced |
| Legal & General Group Plc | 975 | $205.0K | 0.00% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 1,000 | $210.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 1,006 | $212.0K | 0.00% | −41−3.9% | Reduced |
| Manufacturers Life Insurance Company, The | 1,051 | $221.1K | 0.00% | −249−19.2% | Reduced |
| SEI Investments Co | 1,182 | $249.0K | 0.00% | −500−29.7% | Reduced |
| Watershed Asset Management, L.L.C. | 1,217 | $256.0K | 0.26% | 00.0% | Unchanged |
| American International Group, Inc. | 1,274 | $268.0K | 0.00% | −90−6.6% | Reduced |
| HRT Financial LP | 1,309 | $275.0K | 0.00% | −6,599−83.4% | Reduced |
| Mackenzie Financial Corp | 1,397 | $294.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,408 | $296.0K | 0.00% | −2,348−62.5% | Reduced |
| Wells Fargo & Company | 1,444 | $303.0K | 0.00% | −1,199−45.4% | Reduced |
| RBF Capital, LLC | 1,500 | $320.0K | 0.02% | 00.0% | Unchanged |
| Martingale Asset Management L P | 1,600 | $337.0K | 0.01% | −1,101−40.8% | Reduced |
| MetLife Investment Management | 1,624 | $341.7K | 0.00% | +585+56.3% | Added |
| D. E. Shaw & Co., Inc. | 1,698 | $357.0K | 0.00% | +81+5.0% | Added |
| Deutsche Bank AG | 1,714 | $360.0K | 0.00% | −160−8.5% | Reduced |
| Los Angeles Capital Management LLC | 1,864 | $392.0K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 1,913 | $402.0K | 0.00% | +634+49.6% | Added |
| UBS Asset Management Americas Inc | 1,965 | $413.4K | 0.00% | +1,965 | New |
| Garrison Point Advisors, LLC | 2,000 | $421.0K | 0.29% | 00.0% | Unchanged |
| LSV Asset Management | 2,200 | $463.0K | 0.00% | −500−18.5% | Reduced |
| American Century Companies Inc | 2,221 | $467.0K | 0.00% | +450+25.4% | Added |
| Two Sigma Advisers, LP | 2,300 | $484.0K | 0.00% | +1,300+130.0% | Added |
| Ziegler Capital Management, LLC | 2,313 | $487.0K | 0.02% | −370−13.8% | Reduced |
| Credit Suisse AG | 2,376 | $500.0K | 0.00% | +402+20.4% | Added |
| Arrowstreet Capital, Limited Partnership | 2,603 | $548.0K | 0.00% | −6,257−70.6% | Reduced |
| Price T Rowe Associates Inc | 2,675 | $563.0K | 0.00% | +960+56.0% | Added |
| Assenagon Asset Management S.A. | 2,765 | $582.0K | 0.00% | +2,765 | New |
| Gsa Capital Partners LLP | 2,807 | $591.0K | 0.08% | −108−3.7% | Reduced |
| Two Sigma Investments, LP | 2,927 | $616.0K | 0.00% | +1,932+194.2% | Added |
| Jupiter Asset Management Ltd | 2,990 | $628.0K | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 3,105 | $652.0K | 0.00% | −126−3.9% | Reduced |
| Marshall Wace, LLP | 3,118 | $656.0K | 0.00% | −588−15.9% | Reduced |
| California State Teachers Retirement System | 3,149 | $663.0K | 0.00% | −255−7.5% | Reduced |
| Invesco Ltd. | 3,404 | $716.0K | 0.00% | −714−17.3% | Reduced |
| Victory Capital Management Inc | 3,628 | $721.0K | 0.00% | +103+2.9% | Added |
| Westhampton Capital, LLC | 3,438 | $723.0K | 0.47% | −15−0.4% | Reduced |
| First Trust Advisors LP | 3,477 | $732.0K | 0.00% | −202−5.5% | Reduced |
| Royal Bank of Canada | 3,499 | $736.0K | 0.00% | −370−9.6% | Reduced |
| Rhumbline Advisers | 3,566 | $750.0K | 0.00% | −321−8.3% | Reduced |
| AQR Capital Management LLC | 3,600 | $757.0K | 0.00% | −460−11.3% | Reduced |
| Zebra Capital Management LLC | 3,816 | $803.0K | 1.84% | +646+20.4% | Added |
| Renaissance Technologies LLC | 4,200 | $884.0K | 0.00% | −1,200−22.2% | Reduced |
| Citadel Advisors LLC | 4,840 | $1.02M | 0.00% | −1,485−23.5% | Reduced |
| Shufro Rose & Co LLC | 5,237 | $1.10M | 0.09% | +1,717+48.8% | Added |
| New York State Common Retirement Fund | 5,394 | $1.14M | 0.00% | −698−11.5% | Reduced |
| Swiss National Bank | 5,649 | $1.19M | 0.00% | +300+5.6% | Added |
| Axar Capital Management L.P. | 6,600 | $1.39M | 0.59% | 00.0% | Unchanged |
| Denali Advisors LLC | 6,705 | $1.41M | 0.54% | −1,995−22.9% | Reduced |
| CM Management, LLC | 8,000 | $1.68M | 1.41% | 00.0% | Unchanged |
| Bank of America Corp | 8,635 | $1.82M | 0.00% | +58+0.7% | Added |
| Nuveen Asset Management, LLC | 9,337 | $2.00M | 0.00% | −127−1.3% | Reduced |
| Fca Corp | 9,936 | $2.09M | 0.73% | +108+1.1% | Added |
| Westport Asset Management Inc | 10,042 | $2.15M | 0.97% | 00.0% | Unchanged |
| Prudential Financial Inc | 15,031 | $3.16M | 0.00% | −96−0.6% | Reduced |
| Bank of New York Mellon Corp | 16,489 | $3.47M | 0.00% | +2,760+20.1% | Added |
| Bridgeway Capital Management, LLC | 17,464 | $3.67M | 0.07% | 00.0% | Unchanged |
| Arbiter Partners Capital Management LLC | 17,594 | $3.70M | 2.71% | +470+2.7% | Added |
| Goldman Sachs Group Inc | 18,657 | $3.92M | 0.00% | +737+4.1% | Added |
| Charles Schwab Investment Management Inc | 23,006 | $4.84M | 0.00% | +342+1.5% | Added |
| Northern Trust Corp | 26,989 | $5.68M | 0.00% | −234−0.9% | Reduced |
| M3F, Inc. | 31,072 | $6.54M | 2.18% | +31,072 | New |
| Hotchkis & Wiley Capital Management LLC | 39,282 | $8.27M | 0.03% | +491+1.3% | Added |
| Geode Capital Management, LLC | 43,670 | $9.19M | 0.00% | +1,436+3.4% | Added |
| Tweedy, Browne Co LLC | 45,335 | $9.54M | 0.31% | −3,469−7.1% | Reduced |
| State Street Corp | 50,079 | $10.5M | 0.00% | +1,180+2.4% | Added |
| RK Asset Management, LLC | 54,755 | $11.5M | 11.17% | −754−1.4% | Reduced |
| Ameriprise Financial Inc | 71,817 | $15.1M | 0.00% | +3,394+5.0% | Added |
| Brandes Investment Partners, LP | 85,013 | $17.9M | 0.38% | +175+0.2% | Added |
| Allspring Global Investments Holdings, LLC | 88,492 | $18.6M | 0.02% | +100.0% | Added |
| Cooke & Bieler LP | 108,201 | $22.8M | 0.20% | −810−0.7% | Reduced |
| FMR LLC | 152,155 | $32.0M | 0.00% | −189−0.1% | Reduced |
| Vanguard Group Inc | 184,380 | $38.8M | 0.00% | +1,005+0.5% | Added |
| BlackRock Inc. | 189,288 | $39.8M | 0.00% | −4,814−2.5% | Reduced |