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, Q3 2022
Institutional positions in National Western Life Group, Inc. as of Sep 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
- 99
- −5 vs. Q2 2022
- Shares held
- 2.80M
- −2.62K (−0.1%) vs. Q2 2022
- Total value
- $479.0M
- −$90.0M (−15.8%) vs. Q2 2022
- New holders
- 3
- 33 more added
- Sold out
- 8
- 37 more reduced
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding National Western Life Group, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Moody National Bank Trust Division | 1,170,161 | $199.9M | 20.66% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 227,663 | $38.9M | 0.01% | +922+0.4% | Added |
| Vanguard Group Inc | 188,110 | $32.1M | 0.00% | +2,481+1.3% | Added |
| BlackRock Inc. | 173,485 | $29.6M | 0.00% | −6,369−3.5% | Reduced |
| FMR LLC | 149,693 | $25.6M | 0.00% | +6,047+4.2% | Added |
| Brandes Investment Partners, LP | 120,079 | $20.5M | 0.54% | +3,075+2.6% | Added |
| Cooke & Bieler LP | 104,925 | $17.9M | 0.19% | −1,570−1.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 85,075 | $14.5M | 0.03% | −137−0.2% | Reduced |
| Ameriprise Financial Inc | 63,568 | $10.9M | 0.00% | −4,537−6.7% | Reduced |
| State Street Corp | 49,507 | $8.46M | 0.00% | +171+0.3% | Added |
| Tweedy, Browne Co LLC | 44,434 | $7.59M | 0.33% | −535−1.2% | Reduced |
| Geode Capital Management, LLC | 41,138 | $7.03M | 0.00% | +589+1.5% | Added |
| M3F, Inc. | 40,725 | $6.96M | 2.44% | +2,798+7.4% | Added |
| Hotchkis & Wiley Capital Management LLC | 30,872 | $5.27M | 0.02% | −6,740−17.9% | Reduced |
| Northern Trust Corp | 23,982 | $4.10M | 0.00% | −129−0.5% | Reduced |
| Charles Schwab Investment Management Inc | 23,145 | $3.95M | 0.00% | +1,146+5.2% | Added |
| Goldman Sachs Group Inc | 22,083 | $3.77M | 0.00% | +6,060+37.8% | Added |
| Arbiter Partners Capital Management LLC | 20,030 | $3.42M | 4.87% | +1,206+6.4% | Added |
| Bridgeway Capital Management, LLC | 16,928 | $2.89M | 0.08% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 15,642 | $2.67M | 0.00% | +1,204+8.3% | Added |
| Prudential Financial Inc | 12,381 | $2.12M | 0.00% | −340−2.7% | Reduced |
| Fca Corp | 10,274 | $1.75M | 0.75% | +113+1.1% | Added |
| Westport Asset Management Inc | 10,042 | $1.72M | 1.09% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 8,415 | $1.44M | 0.00% | −251−2.9% | Reduced |
| CM Management, LLC | 8,000 | $1.37M | 1.52% | 00.0% | Unchanged |
| Bank of America Corp | 7,365 | $1.26M | 0.00% | −965−11.6% | Reduced |
| Morgan Stanley | 6,952 | $1.19M | 0.00% | +689+11.0% | Added |
| Denali Advisors LLC | 6,707 | $1.15M | 0.54% | 00.0% | Unchanged |
| First Trust Advisors LP | 6,326 | $1.08M | 0.00% | +2,942+86.9% | Added |
| Assenagon Asset Management S.A. | 6,199 | $1.06M | 0.00% | 00.0% | Unchanged |
| Swiss National Bank | 5,649 | $965.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 5,390 | $921.0K | 0.00% | +3+0.1% | Added |
| Shufro Rose & Co LLC | 5,180 | $885.0K | 0.09% | 00.0% | Unchanged |
| American Century Companies Inc | 4,893 | $836.0K | 0.00% | +2,106+75.6% | Added |
| Citadel Advisors LLC | 4,820 | $823.0K | 0.00% | −491−9.2% | Reduced |
| Renaissance Technologies LLC | 4,000 | $683.0K | 0.00% | −1,500−27.3% | Reduced |
| Millennium Management LLC | 3,940 | $673.0K | 0.00% | −381−8.8% | Reduced |
| Rhumbline Advisers | 3,773 | $644.0K | 0.00% | +184+5.1% | Added |
| Invesco Ltd. | 3,693 | $631.0K | 0.00% | −518−12.3% | Reduced |
| Royal Bank of Canada | 3,569 | $609.0K | 0.00% | +215+6.4% | Added |
| Victory Capital Management Inc | 3,529 | $603.0K | 0.00% | −16−0.5% | Reduced |
| Westhampton Capital, LLC | 3,398 | $580.0K | 0.44% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 2,992 | $512.0K | 0.00% | +335+12.6% | Added |
| California State Teachers Retirement System | 2,965 | $506.0K | 0.00% | −54−1.8% | Reduced |
| Jupiter Asset Management Ltd | 2,943 | $503.0K | 0.01% | 00.0% | Unchanged |
| AQR Capital Management LLC | 2,935 | $501.0K | 0.00% | −929−24.0% | Reduced |
| Gsa Capital Partners LLP | 2,910 | $497.0K | 0.07% | +1,109+61.6% | Added |
| Two Sigma Advisers, LP | 2,700 | $461.0K | 0.00% | −500−15.6% | Reduced |
| Marshall Wace, LLP | 2,627 | $448.0K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 2,549 | $435.0K | 0.00% | +118+4.9% | Added |
| Zebra Capital Management LLC | 2,520 | $431.0K | 1.64% | −1,192−32.1% | Reduced |
| Ziegler Capital Management, LLC | 2,459 | $420.0K | 0.02% | −14−0.6% | Reduced |
| Credit Suisse AG | 2,154 | $369.0K | 0.00% | −67−3.0% | Reduced |
| Garrison Point Advisors, LLC | 2,000 | $342.0K | 0.31% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 1,800 | $307.0K | 0.00% | +300+20.0% | Added |
| Two Sigma Investments, LP | 1,695 | $290.0K | 0.00% | −2,012−54.3% | Reduced |
| Martingale Asset Management L P | 1,685 | $288.0K | 0.01% | −320−16.0% | Reduced |
| SEI Investments Co | 1,648 | $281.0K | 0.00% | −200−10.8% | Reduced |
| UBS Asset Management Americas Inc | 1,637 | $279.6K | 0.00% | −328−16.7% | Reduced |
| Los Angeles Capital Management LLC | 1,604 | $274.0K | 0.00% | −290−15.3% | Reduced |
| JPMorgan Chase & Co | 1,533 | $263.0K | 0.00% | +94+6.5% | Added |
| Tudor Investment Corp Et Al | 1,527 | $261.0K | 0.01% | +394+34.8% | Added |
| D. E. Shaw & Co., Inc. | 1,498 | $256.0K | 0.00% | 00.0% | Unchanged |
| RBF Capital, LLC | 1,500 | $256.0K | 0.02% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,358 | $231.9K | 0.00% | +465+52.1% | Added |
| MetLife Investment Management | 1,138 | $194.4K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 1,077 | $184.0K | 0.00% | +14+1.3% | Added |
| Deutsche Bank AG | 928 | $159.0K | 0.00% | −145−13.5% | Reduced |
| Legal & General Group Plc | 872 | $149.0K | 0.00% | −124−12.4% | Reduced |
| LSV Asset Management | 800 | $137.0K | 0.00% | −1,250−61.0% | Reduced |
| Elkhorn Partners Limited Partnership | 800 | $137.0K | 0.10% | +170+27.0% | Added |
| SG Americas Securities, LLC | 713 | $122.0K | 0.00% | −245−25.6% | Reduced |
| State of Wyoming | 647 | $111.0K | 0.05% | +239+58.6% | Added |
| Wells Fargo & Company | 390 | $66.0K | 0.00% | −73−15.8% | Reduced |
| Amalgamated Bank | 319 | $54.0K | 0.00% | +55+20.8% | Added |
| UBS Group AG | 297 | $51.0K | 0.00% | +161+118.4% | Added |
| Gladius Capital Management LP | 204 | $35.0K | 0.01% | +204 | New |
| Ameritas Investment Partners, Inc. | 193 | $32.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 170 | $29.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 159 | $27.2K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 158 | $27.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 139 | $23.0K | 0.00% | −90−39.3% | Reduced |
| CWM, LLC | 98 | $17.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 96 | $16.0K | 0.00% | −18−15.8% | Reduced |
| Tower Research Capital LLC (TRC) | 73 | $12.0K | 0.00% | −34−31.8% | Reduced |
| Hall Laurie J Trustee | 73 | $12.0K | 0.01% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 55 | $9.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 50 | $8.00K | 0.00% | −8−13.8% | Reduced |
| Wipfli Financial Advisors LLC, | 46 | $8.00K | 0.00% | +46 | New |
| Pin Oak Investment Advisors Inc | 37 | $6.00K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 32 | $6.00K | 0.01% | +2+6.7% | Added |
| Lindbrook Capital, LLC | 29 | $5.00K | 0.00% | +20+222.2% | Added |
| Macquarie Group Ltd | 0 | $4.00K | 0.00% | −21−100.0% | Reduced |
| Parallel Advisors, LLC | 18 | $3.00K | 0.00% | −13−41.9% | Reduced |
| Whittier Trust Co | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 11 | $2.00K | 0.00% | +5+83.3% | Added |
| Signaturefd, LLC | 3 | $1.00K | 0.00% | +3 | New |
| HRT Financial LP | 0 | $0 | 0.00% | −1,595−100.0% | Sold out |