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 |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 221,961 | $46.7M | 0.01% | −960.0% | Reduced |
| Moody National Bank Trust Division | 1,165,746 | $245.3M | 7.61% | 00.0% | Unchanged |
| Ergoteles LLC | 0 | $0 | 0.00% | −2,109−100.0% | Sold out |
| IndexIQ Advisors LLC | 0 | $0 | 0.00% | −1,696−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −1,555−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −1,392−100.0% | Sold out |
| Avidian Wealth Solutions, LLC | 0 | $0 | 0.00% | −1,065−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −983−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −856−100.0% | Sold out |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |