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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 6 | $1.00K | 0.00% | +6 | New |
| Lindbrook Capital, LLC | 9 | $2.00K | 0.00% | −28−75.7% | Reduced |
| Carolinas Wealth Consulting LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 21 | $4.00K | 0.00% | 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 |
| Pin Oak Investment Advisors Inc | 37 | $7.00K | 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 |
| Hall Laurie J Trustee | 73 | $15.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 98 | $20.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 107 | $22.0K | 0.00% | −167−60.9% | Reduced |
| Barclays PLC | 114 | $23.0K | 0.00% | −314−73.4% | Reduced |
| UBS Group AG | 136 | $28.0K | 0.00% | +4+3.0% | Added |
| CX Institutional | 150 | $30.0K | 0.00% | +150 | New |
| Great West Life Assurance Co | 158 | $32.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 159 | $32.2K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 170 | $34.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 193 | $39.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 229 | $46.0K | 0.00% | −68−22.9% | Reduced |
| Amalgamated Bank | 264 | $54.0K | 0.00% | −44−14.3% | Reduced |
| Geneos Wealth Management Inc. | 316 | $65.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 338 | $69.0K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 408 | $83.0K | 0.05% | +408 | New |
| Wells Fargo & Company | 463 | $93.0K | 0.00% | −981−67.9% | Reduced |
| Elkhorn Partners Limited Partnership | 630 | $128.0K | 0.08% | +130+26.0% | Added |
| BNP Paribas Arbitrage, SA | 893 | $181.0K | 0.00% | +223+33.3% | Added |
| SG Americas Securities, LLC | 958 | $194.0K | 0.00% | +958 | New |
| Legal & General Group Plc | 996 | $202.0K | 0.00% | +21+2.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 1,000 | $203.0K | 0.12% | +1,000 | New |
| American International Group, Inc. | 1,063 | $215.0K | 0.00% | −211−16.6% | Reduced |
| Deutsche Bank AG | 1,073 | $217.0K | 0.00% | −641−37.4% | Reduced |
| Tudor Investment Corp Et Al | 1,133 | $230.0K | 0.01% | +1,133 | New |
| MetLife Investment Management | 1,138 | $230.7K | 0.00% | −486−29.9% | Reduced |
| Summit Global Investments | 1,200 | $243.0K | 0.02% | +1,200 | New |
| Ergoteles LLC | 1,300 | $264.0K | 0.01% | +1,300 | New |
| JPMorgan Chase & Co | 1,439 | $292.0K | 0.00% | +31+2.2% | 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 |
| HRT Financial LP | 1,595 | $323.0K | 0.00% | +286+21.8% | Added |
| Gsa Capital Partners LLP | 1,801 | $365.0K | 0.05% | −1,006−35.8% | Reduced |
| SEI Investments Co | 1,848 | $375.0K | 0.00% | +666+56.3% | Added |
| Los Angeles Capital Management LLC | 1,894 | $384.0K | 0.00% | +30+1.6% | Added |
| UBS Asset Management Americas Inc | 1,965 | $398.3K | 0.00% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 2,000 | $405.0K | 0.34% | 00.0% | Unchanged |
| Martingale Asset Management L P | 2,005 | $407.0K | 0.01% | +405+25.3% | Added |
| LSV Asset Management | 2,050 | $416.0K | 0.00% | −150−6.8% | Reduced |
| Credit Suisse AG | 2,221 | $450.0K | 0.00% | −155−6.5% | Reduced |
| Mackenzie Financial Corp | 2,431 | $493.0K | 0.00% | +1,034+74.0% | Added |
| Ziegler Capital Management, LLC | 2,473 | $501.0K | 0.02% | +160+6.9% | Added |
| Marshall Wace, LLP | 2,627 | $532.0K | 0.00% | −491−15.7% | Reduced |
| Price T Rowe Associates Inc | 2,657 | $539.0K | 0.00% | −18−0.7% | Reduced |
| American Century Companies Inc | 2,787 | $565.0K | 0.00% | +566+25.5% | Added |
| Jupiter Asset Management Ltd | 2,943 | $594.0K | 0.01% | −47−1.6% | Reduced |
| California State Teachers Retirement System | 3,019 | $612.0K | 0.00% | −130−4.1% | Reduced |
| Two Sigma Advisers, LP | 3,200 | $649.0K | 0.00% | +900+39.1% | Added |
| Royal Bank of Canada | 3,354 | $680.0K | 0.00% | −145−4.1% | Reduced |
| First Trust Advisors LP | 3,384 | $686.0K | 0.00% | −93−2.7% | Reduced |
| Westhampton Capital, LLC | 3,398 | $689.0K | 0.49% | −40−1.2% | Reduced |
| Victory Capital Management Inc | 3,545 | $719.0K | 0.00% | −83−2.3% | Reduced |
| Rhumbline Advisers | 3,589 | $727.0K | 0.00% | +23+0.6% | Added |
| Two Sigma Investments, LP | 3,707 | $751.0K | 0.00% | +780+26.6% | Added |
| Zebra Capital Management LLC | 3,712 | $753.0K | 2.21% | −104−2.7% | Reduced |
| AQR Capital Management LLC | 3,864 | $783.0K | 0.00% | +264+7.3% | Added |
| Invesco Ltd. | 4,211 | $854.0K | 0.00% | +807+23.7% | Added |
| Millennium Management LLC | 4,321 | $876.0K | 0.00% | +2,408+125.9% | Added |
| Shufro Rose & Co LLC | 5,180 | $1.05M | 0.09% | −57−1.1% | Reduced |
| Citadel Advisors LLC | 5,311 | $1.08M | 0.00% | +471+9.7% | Added |
| New York State Common Retirement Fund | 5,387 | $1.09M | 0.00% | −7−0.1% | Reduced |
| Renaissance Technologies LLC | 5,500 | $1.11M | 0.00% | +1,300+31.0% | Added |
| Swiss National Bank | 5,649 | $1.15M | 0.00% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 6,199 | $1.26M | 0.01% | +3,434+124.2% | Added |
| Morgan Stanley | 6,263 | $1.27M | 0.00% | +3,158+101.7% | Added |
| Denali Advisors LLC | 6,707 | $1.36M | 0.59% | +20.0% | Added |
| CM Management, LLC | 8,000 | $1.62M | 1.73% | 00.0% | Unchanged |
| Bank of America Corp | 8,330 | $1.69M | 0.00% | −305−3.5% | Reduced |
| Nuveen Asset Management, LLC | 8,666 | $1.76M | 0.00% | −671−7.2% | Reduced |
| Westport Asset Management Inc | 10,042 | $2.04M | 1.22% | 00.0% | Unchanged |
| Fca Corp | 10,161 | $2.06M | 0.81% | +225+2.3% | Added |
| Prudential Financial Inc | 12,721 | $2.58M | 0.00% | −2,310−15.4% | Reduced |
| Bank of New York Mellon Corp | 14,438 | $2.93M | 0.00% | −2,051−12.4% | Reduced |
| Goldman Sachs Group Inc | 16,023 | $3.25M | 0.00% | −2,634−14.1% | Reduced |
| Bridgeway Capital Management, LLC | 16,928 | $3.43M | 0.08% | −536−3.1% | Reduced |
| Arbiter Partners Capital Management LLC | 18,824 | $3.82M | 3.73% | +1,230+7.0% | Added |
| Charles Schwab Investment Management Inc | 21,999 | $4.46M | 0.00% | −1,007−4.4% | Reduced |
| Northern Trust Corp | 24,111 | $4.89M | 0.00% | −2,878−10.7% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 37,612 | $7.62M | 0.03% | −1,670−4.3% | Reduced |
| M3F, Inc. | 37,927 | $7.69M | 2.50% | +6,855+22.1% | Added |
| Geode Capital Management, LLC | 40,549 | $8.22M | 0.00% | −3,121−7.1% | Reduced |
| Tweedy, Browne Co LLC | 44,969 | $9.12M | 0.37% | −366−0.8% | Reduced |
| State Street Corp | 49,336 | $10.0M | 0.00% | −743−1.5% | Reduced |
| Ameriprise Financial Inc | 68,105 | $13.8M | 0.00% | −3,712−5.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 85,212 | $17.3M | 0.03% | −3,280−3.7% | Reduced |
| Cooke & Bieler LP | 106,495 | $21.6M | 0.21% | −1,706−1.6% | Reduced |
| Brandes Investment Partners, LP | 117,004 | $23.7M | 0.58% | +31,991+37.6% | Added |
| FMR LLC | 143,646 | $29.1M | 0.00% | −8,509−5.6% | Reduced |