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, Q4 2022
Institutional positions in National Western Life Group, Inc. as of Dec 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
- 114
- +16 vs. Q3 2022
- Shares held
- 2.93M
- +122.7K (+4.4%) vs. Q3 2022
- Total value
- $822.6M
- +$343.5M (+71.7%) vs. Q3 2022
- New holders
- 24
- 30 more added
- Sold out
- 8
- 38 more reduced
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding National Western Life Group, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Moody National Bank Trust Division | 1,170,161 | $328.8M | 28.65% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 226,881 | $63.8M | 0.02% | −782−0.3% | Reduced |
| Vanguard Group Inc | 191,603 | $53.8M | 0.00% | +3,493+1.9% | Added |
| BlackRock Inc. | 177,828 | $50.0M | 0.00% | +4,343+2.5% | Added |
| Continental General Insurance Co | 154,826 | $43.5M | 29.85% | +154,826 | New |
| FMR LLC | 150,473 | $42.3M | 0.00% | +780+0.5% | Added |
| Brandes Investment Partners, LP | 103,776 | $29.2M | 0.82% | −16,303−13.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 84,065 | $23.6M | 0.04% | −1,010−1.2% | Reduced |
| Cooke & Bieler LP | 65,815 | $18.5M | 0.18% | −39,110−37.3% | Reduced |
| RK Asset Management, LLC | 58,339 | $16.4M | 15.73% | +58,339 | New |
| Ameriprise Financial Inc | 55,101 | $15.5M | 0.01% | −8,467−13.3% | Reduced |
| State Street Corp | 50,207 | $14.1M | 0.00% | +700+1.4% | Added |
| Geode Capital Management, LLC | 45,348 | $12.7M | 0.00% | +4,210+10.2% | Added |
| Tweedy, Browne Co LLC | 44,418 | $12.5M | 0.66% | −160.0% | Reduced |
| M3F, Inc. | 39,725 | $11.2M | 3.41% | −1,000−2.5% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 27,412 | $7.70M | 0.03% | −3,460−11.2% | Reduced |
| Northern Trust Corp | 24,214 | $6.80M | 0.00% | +232+1.0% | Added |
| Charles Schwab Investment Management Inc | 23,350 | $6.56M | 0.00% | +205+0.9% | Added |
| Arbiter Partners Capital Management LLC | 20,030 | $5.63M | 6.70% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 17,120 | $4.81M | 0.00% | +1,478+9.4% | Added |
| Bridgeway Capital Management, LLC | 16,928 | $4.76M | 0.12% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 12,427 | $3.49M | 0.00% | −9,656−43.7% | Reduced |
| Fca Corp | 10,438 | $2.93M | 1.18% | +164+1.6% | Added |
| Prudential Financial Inc | 9,781 | $2.75M | 0.00% | −2,600−21.0% | Reduced |
| Bank of America Corp | 8,671 | $2.44M | 0.00% | +1,306+17.7% | Added |
| American Century Companies Inc | 8,664 | $2.43M | 0.00% | +3,771+77.1% | Added |
| Nuveen Asset Management, LLC | 7,138 | $2.01M | 0.00% | −1,277−15.2% | Reduced |
| Morgan Stanley | 6,696 | $1.88M | 0.00% | −256−3.7% | Reduced |
| Invesco Ltd. | 6,221 | $1.75M | 0.00% | +2,528+68.5% | Added |
| First Trust Advisors LP | 5,915 | $1.66M | 0.00% | −411−6.5% | Reduced |
| Swiss National Bank | 5,849 | $1.64M | 0.00% | +200+3.5% | Added |
| Linden Thomas Advisory Services, LLC | 5,644 | $1.59M | 0.45% | +5,644 | New |
| Westport Asset Management Inc | 5,542 | $1.56M | 0.99% | −4,500−44.8% | Reduced |
| Denali Advisors LLC | 4,000 | $1.12M | 0.47% | −2,707−40.4% | Reduced |
| Rhumbline Advisers | 3,840 | $1.08M | 0.00% | +67+1.8% | Added |
| Royal Bank of Canada | 3,799 | $1.07M | 0.00% | +230+6.4% | Added |
| New York State Common Retirement Fund | 3,790 | $1.06M | 0.00% | −1,600−29.7% | Reduced |
| Westhampton Capital, LLC | 3,315 | $931.5K | 0.63% | −83−2.4% | Reduced |
| Jupiter Asset Management Ltd | 3,060 | $854.5K | 0.01% | +117+4.0% | Added |
| California State Teachers Retirement System | 3,004 | $844.1K | 0.00% | +39+1.3% | Added |
| AQR Capital Management LLC | 2,886 | $811.0K | 0.00% | −49−1.7% | Reduced |
| Mackenzie Financial Corp | 2,699 | $758.4K | 0.00% | +150+5.9% | Added |
| Credit Suisse AG | 2,426 | $681.7K | 0.00% | +272+12.6% | Added |
| Millennium Management LLC | 2,401 | $675.0K | 0.00% | −1,539−39.1% | Reduced |
| Two Sigma Advisers, LP | 2,400 | $674.4K | 0.00% | −300−11.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 2,400 | $674.4K | 0.59% | +2,400 | New |
| Alliancebernstein L.P. | 2,100 | $590.1K | 0.00% | +300+16.7% | Added |
| Renaissance Technologies LLC | 2,100 | $590.0K | 0.00% | −1,900−47.5% | Reduced |
| Garrison Point Advisors, LLC | 2,000 | $562.0K | 0.46% | 00.0% | Unchanged |
| Zebra Capital Management LLC | 1,973 | $554.0K | 1.94% | −547−21.7% | Reduced |
| Price T Rowe Associates Inc | 1,939 | $545.0K | 0.00% | −1,053−35.2% | Reduced |
| Ziegler Capital Management, LLC | 1,913 | $537.6K | 0.02% | −546−22.2% | Reduced |
| Martingale Asset Management L P | 1,685 | $473.5K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,661 | $467.0K | 0.00% | +128+8.3% | Added |
| UBS Asset Management Americas Inc | 1,637 | $460.0K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 1,574 | $442.3K | 0.00% | −30−1.9% | Reduced |
| RBF Capital, LLC | 1,500 | $422.0K | 0.03% | 00.0% | Unchanged |
| UBS Group AG | 1,195 | $335.8K | 0.00% | +898+302.4% | Added |
| Shufro Rose & Co LLC | 1,170 | $328.8K | 0.03% | −4,010−77.4% | Reduced |
| Gsa Capital Partners LLP | 1,155 | $325.0K | 0.04% | −1,755−60.3% | Reduced |
| MetLife Investment Management | 1,138 | $319.8K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 1,074 | $301.8K | 0.00% | −3−0.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,064 | $299.0K | 0.00% | +1,064 | New |
| BNP Paribas Arbitrage, SA | 1,030 | $289.4K | 0.00% | −328−24.2% | Reduced |
| Teacher Retirement System of Texas | 1,027 | $289.0K | 0.00% | +1,027 | New |
| Beacon Pointe Advisors, LLC | 1,007 | $283.0K | 0.01% | +1,007 | New |
| Wiley Bros.-Aintree Capital, LLC | 1,000 | $281.0K | 0.14% | +1,000 | New |
| D. E. Shaw & Co., Inc. | 975 | $274.0K | 0.00% | −523−34.9% | Reduced |
| Deutsche Bank AG | 946 | $265.8K | 0.00% | +18+1.9% | Added |
| Karpas Strategies, LLC | 926 | $260.3K | 0.09% | +926 | New |
| Susquehanna International Group, LLP | 920 | $258.5K | 0.00% | +920 | New |
| Voya Investment Management LLC | 908 | $255.1K | 0.00% | +908 | New |
| SEI Investments Co | 882 | $247.8K | 0.00% | −766−46.5% | Reduced |
| Legal & General Group Plc | 843 | $236.9K | 0.00% | −29−3.3% | Reduced |
| XTX Topco Ltd | 843 | $236.9K | 0.05% | +843 | New |
| Manufacturers Life Insurance Company, The | 835 | $234.6K | 0.00% | +835 | New |
| SG Americas Securities, LLC | 827 | $232.0K | 0.00% | +114+16.0% | Added |
| Farmers & Merchants Trust Co of Long Beach | 820 | $230.4K | 0.06% | +820 | New |
| LSV Asset Management | 800 | $225.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 772 | $216.9K | 0.07% | +125+19.3% | Added |
| LPL Financial LLC | 765 | $215.0K | 0.00% | +765 | New |
| Barclays PLC | 611 | $171.7K | 0.00% | +515+536.5% | Added |
| Wells Fargo & Company | 374 | $105.1K | 0.00% | −16−4.1% | Reduced |
| Amalgamated Bank | 319 | $90.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 315 | $88.5K | 0.01% | +315 | New |
| Rockefeller Capital Management L.P. | 258 | $72.0K | 0.00% | +208+416.0% | Added |
| Ameritas Investment Partners, Inc. | 193 | $51.9K | 0.00% | 00.0% | Unchanged |
| Gladius Capital Management LP | 180 | $50.6K | 0.02% | −24−11.8% | Reduced |
| Ancora Advisors, LLC | 170 | $48.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 159 | $44.7K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 158 | $44.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 148 | $41.6K | 0.00% | +9+6.5% | Added |
| Elkhorn Partners Limited Partnership | 100 | $28.0K | 0.02% | −700−87.5% | Reduced |
| CWM, LLC | 98 | $28.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 84 | $23.6K | 0.00% | +84 | New |
| Hall Laurie J Trustee | 73 | $21.0K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 64 | $18.0K | 0.00% | +64 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 55 | $15.5K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 42 | $11.8K | 0.00% | +13+44.8% | Added |
| Tower Research Capital LLC (TRC) | 41 | $11.0K | 0.00% | −32−43.8% | Reduced |