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