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, Q2 2022
Institutional positions in National Western Life Group, Inc. as of Jun 30, 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
- 104
- +4 vs. Q1 2022
- Shares held
- 2.81M
- +11.5K (+0.4%) vs. Q1 2022
- Total value
- $569.0M
- −$19.2M (−3.3%) vs. Q1 2022
- New holders
- 10
- 31 more added
- Sold out
- 6
- 42 more reduced
2 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding National Western Life Group, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Moody National Bank Trust Division | 1,170,161 | $237.2M | 25.01% | +4,415+0.4% | Added |
| Dimensional Fund Advisors LP | 226,741 | $46.0M | 0.02% | +4,780+2.2% | Added |
| Vanguard Group Inc | 185,629 | $37.6M | 0.00% | +1,249+0.7% | Added |
| BlackRock Inc. | 179,854 | $36.5M | 0.00% | −9,434−5.0% | Reduced |
| FMR LLC | 143,646 | $29.1M | 0.00% | −8,509−5.6% | Reduced |
| Brandes Investment Partners, LP | 117,004 | $23.7M | 0.58% | +31,991+37.6% | Added |
| Cooke & Bieler LP | 106,495 | $21.6M | 0.21% | −1,706−1.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 85,212 | $17.3M | 0.03% | −3,280−3.7% | Reduced |
| Ameriprise Financial Inc | 68,105 | $13.8M | 0.00% | −3,712−5.2% | Reduced |
| State Street Corp | 49,336 | $10.0M | 0.00% | −743−1.5% | Reduced |
| Tweedy, Browne Co LLC | 44,969 | $9.12M | 0.37% | −366−0.8% | Reduced |
| Geode Capital Management, LLC | 40,549 | $8.22M | 0.00% | −3,121−7.1% | Reduced |
| M3F, Inc. | 37,927 | $7.69M | 2.50% | +6,855+22.1% | Added |
| Hotchkis & Wiley Capital Management LLC | 37,612 | $7.62M | 0.03% | −1,670−4.3% | Reduced |
| Northern Trust Corp | 24,111 | $4.89M | 0.00% | −2,878−10.7% | Reduced |
| Charles Schwab Investment Management Inc | 21,999 | $4.46M | 0.00% | −1,007−4.4% | Reduced |
| Arbiter Partners Capital Management LLC | 18,824 | $3.82M | 3.73% | +1,230+7.0% | Added |
| Bridgeway Capital Management, LLC | 16,928 | $3.43M | 0.08% | −536−3.1% | Reduced |
| Goldman Sachs Group Inc | 16,023 | $3.25M | 0.00% | −2,634−14.1% | Reduced |
| Bank of New York Mellon Corp | 14,438 | $2.93M | 0.00% | −2,051−12.4% | Reduced |
| Prudential Financial Inc | 12,721 | $2.58M | 0.00% | −2,310−15.4% | Reduced |
| Fca Corp | 10,161 | $2.06M | 0.81% | +225+2.3% | Added |
| Westport Asset Management Inc | 10,042 | $2.04M | 1.22% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 8,666 | $1.76M | 0.00% | −671−7.2% | Reduced |
| Bank of America Corp | 8,330 | $1.69M | 0.00% | −305−3.5% | Reduced |
| CM Management, LLC | 8,000 | $1.62M | 1.73% | 00.0% | Unchanged |
| Denali Advisors LLC | 6,707 | $1.36M | 0.59% | +20.0% | Added |
| Morgan Stanley | 6,263 | $1.27M | 0.00% | +3,158+101.7% | Added |
| Assenagon Asset Management S.A. | 6,199 | $1.26M | 0.01% | +3,434+124.2% | Added |
| Swiss National Bank | 5,649 | $1.15M | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 5,500 | $1.11M | 0.00% | +1,300+31.0% | Added |
| New York State Common Retirement Fund | 5,387 | $1.09M | 0.00% | −7−0.1% | Reduced |
| Citadel Advisors LLC | 5,311 | $1.08M | 0.00% | +471+9.7% | Added |
| Shufro Rose & Co LLC | 5,180 | $1.05M | 0.09% | −57−1.1% | Reduced |
| Millennium Management LLC | 4,321 | $876.0K | 0.00% | +2,408+125.9% | Added |
| Invesco Ltd. | 4,211 | $854.0K | 0.00% | +807+23.7% | Added |
| AQR Capital Management LLC | 3,864 | $783.0K | 0.00% | +264+7.3% | Added |
| Zebra Capital Management LLC | 3,712 | $753.0K | 2.21% | −104−2.7% | Reduced |
| Two Sigma Investments, LP | 3,707 | $751.0K | 0.00% | +780+26.6% | Added |
| Rhumbline Advisers | 3,589 | $727.0K | 0.00% | +23+0.6% | Added |
| Victory Capital Management Inc | 3,545 | $719.0K | 0.00% | −83−2.3% | Reduced |
| Westhampton Capital, LLC | 3,398 | $689.0K | 0.49% | −40−1.2% | Reduced |
| First Trust Advisors LP | 3,384 | $686.0K | 0.00% | −93−2.7% | Reduced |
| Royal Bank of Canada | 3,354 | $680.0K | 0.00% | −145−4.1% | Reduced |
| Two Sigma Advisers, LP | 3,200 | $649.0K | 0.00% | +900+39.1% | Added |
| California State Teachers Retirement System | 3,019 | $612.0K | 0.00% | −130−4.1% | Reduced |
| Jupiter Asset Management Ltd | 2,943 | $594.0K | 0.01% | −47−1.6% | Reduced |
| American Century Companies Inc | 2,787 | $565.0K | 0.00% | +566+25.5% | Added |
| Price T Rowe Associates Inc | 2,657 | $539.0K | 0.00% | −18−0.7% | Reduced |
| Marshall Wace, LLP | 2,627 | $532.0K | 0.00% | −491−15.7% | Reduced |
| Ziegler Capital Management, LLC | 2,473 | $501.0K | 0.02% | +160+6.9% | Added |
| Mackenzie Financial Corp | 2,431 | $493.0K | 0.00% | +1,034+74.0% | Added |
| Credit Suisse AG | 2,221 | $450.0K | 0.00% | −155−6.5% | Reduced |
| LSV Asset Management | 2,050 | $416.0K | 0.00% | −150−6.8% | Reduced |
| Martingale Asset Management L P | 2,005 | $407.0K | 0.01% | +405+25.3% | Added |
| Garrison Point Advisors, LLC | 2,000 | $405.0K | 0.34% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 1,965 | $398.3K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 1,894 | $384.0K | 0.00% | +30+1.6% | Added |
| SEI Investments Co | 1,848 | $375.0K | 0.00% | +666+56.3% | Added |
| Gsa Capital Partners LLP | 1,801 | $365.0K | 0.05% | −1,006−35.8% | Reduced |
| HRT Financial LP | 1,595 | $323.0K | 0.00% | +286+21.8% | Added |
| D. E. Shaw & Co., Inc. | 1,498 | $304.0K | 0.00% | −200−11.8% | Reduced |
| RBF Capital, LLC | 1,500 | $304.0K | 0.02% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 1,500 | $304.0K | 0.00% | +1,500 | New |
| JPMorgan Chase & Co | 1,439 | $292.0K | 0.00% | +31+2.2% | Added |
| Ergoteles LLC | 1,300 | $264.0K | 0.01% | +1,300 | New |
| Summit Global Investments | 1,200 | $243.0K | 0.02% | +1,200 | New |
| MetLife Investment Management | 1,138 | $230.7K | 0.00% | −486−29.9% | Reduced |
| Tudor Investment Corp Et Al | 1,133 | $230.0K | 0.01% | +1,133 | New |
| Deutsche Bank AG | 1,073 | $217.0K | 0.00% | −641−37.4% | Reduced |
| American International Group, Inc. | 1,063 | $215.0K | 0.00% | −211−16.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,000 | $203.0K | 0.12% | +1,000 | New |
| Legal & General Group Plc | 996 | $202.0K | 0.00% | +21+2.2% | Added |
| SG Americas Securities, LLC | 958 | $194.0K | 0.00% | +958 | New |
| BNP Paribas Arbitrage, SA | 893 | $181.0K | 0.00% | +223+33.3% | Added |
| Elkhorn Partners Limited Partnership | 630 | $128.0K | 0.08% | +130+26.0% | Added |
| Wells Fargo & Company | 463 | $93.0K | 0.00% | −981−67.9% | Reduced |
| State of Wyoming | 408 | $83.0K | 0.05% | +408 | New |
| Newbridge Financial Services Group, Inc. | 338 | $69.0K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 316 | $65.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 264 | $54.0K | 0.00% | −44−14.3% | Reduced |
| Citigroup Inc | 229 | $46.0K | 0.00% | −68−22.9% | Reduced |
| Ameritas Investment Partners, Inc. | 193 | $39.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 170 | $34.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 159 | $32.2K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 158 | $32.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 150 | $30.0K | 0.00% | +150 | New |
| UBS Group AG | 136 | $28.0K | 0.00% | +4+3.0% | Added |
| Barclays PLC | 114 | $23.0K | 0.00% | −314−73.4% | Reduced |
| Tower Research Capital LLC (TRC) | 107 | $22.0K | 0.00% | −167−60.9% | Reduced |
| CWM, LLC | 98 | $20.0K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 73 | $15.0K | 0.01% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 55 | $11.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 58 | $11.0K | 0.00% | +58 | New |
| Pin Oak Investment Advisors Inc | 37 | $7.00K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 30 | $6.00K | 0.00% | −2−6.3% | Reduced |
| Parallel Advisors, LLC | 31 | $6.00K | 0.00% | +29+1,450.0% | Added |
| Whittier Trust Co | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 15 | $3.00K | 0.00% | 00.0% | Unchanged |