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 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 1 | $281 | 0.00% | +1 | New |
| Baker Avenue Asset Management, LP | 2 | $562 | 0.00% | +2 | New |
| Advisory Services Network, LLC | 5 | $1.41K | 0.00% | +5 | New |
| Bell Investment Advisors, Inc | 6 | $1.69K | 0.00% | −5−45.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 7 | $1.97K | 0.00% | +7 | New |
| Carolinas Wealth Consulting LLC | 10 | $2.81K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 10 | $2.81K | 0.00% | +7+233.3% | Added |
| Advisor Group Holdings, Inc. | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 18 | $5.06K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 20 | $5.62K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 24 | $6.74K | 0.00% | +24 | New |
| U.S. Capital Wealth Advisors, LLC | 27 | $7.59K | 0.00% | +27 | New |
| Covestor Ltd | 31 | $9.00K | 0.01% | −1−3.1% | Reduced |
| Pin Oak Investment Advisors Inc | 37 | $10.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 41 | $11.0K | 0.00% | −32−43.8% | Reduced |
| Lindbrook Capital, LLC | 42 | $11.8K | 0.00% | +13+44.8% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 55 | $15.5K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 64 | $18.0K | 0.00% | +64 | New |
| Hall Laurie J Trustee | 73 | $21.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 84 | $23.6K | 0.00% | +84 | New |
| Elkhorn Partners Limited Partnership | 100 | $28.0K | 0.02% | −700−87.5% | Reduced |
| CWM, LLC | 98 | $28.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 148 | $41.6K | 0.00% | +9+6.5% | Added |
| Great West Life Assurance Co | 158 | $44.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 159 | $44.7K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 170 | $48.0K | 0.00% | 00.0% | Unchanged |
| Gladius Capital Management LP | 180 | $50.6K | 0.02% | −24−11.8% | Reduced |
| Ameritas Investment Partners, Inc. | 193 | $51.9K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 258 | $72.0K | 0.00% | +208+416.0% | Added |
| CoreCap Advisors, LLC | 315 | $88.5K | 0.01% | +315 | New |
| Amalgamated Bank | 319 | $90.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 374 | $105.1K | 0.00% | −16−4.1% | Reduced |
| Barclays PLC | 611 | $171.7K | 0.00% | +515+536.5% | Added |
| LPL Financial LLC | 765 | $215.0K | 0.00% | +765 | New |
| State of Wyoming | 772 | $216.9K | 0.07% | +125+19.3% | Added |
| LSV Asset Management | 800 | $225.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 820 | $230.4K | 0.06% | +820 | New |
| SG Americas Securities, LLC | 827 | $232.0K | 0.00% | +114+16.0% | Added |
| Manufacturers Life Insurance Company, The | 835 | $234.6K | 0.00% | +835 | New |
| Legal & General Group Plc | 843 | $236.9K | 0.00% | −29−3.3% | Reduced |
| XTX Topco Ltd | 843 | $236.9K | 0.05% | +843 | New |
| SEI Investments Co | 882 | $247.8K | 0.00% | −766−46.5% | Reduced |
| Voya Investment Management LLC | 908 | $255.1K | 0.00% | +908 | New |
| Susquehanna International Group, LLP | 920 | $258.5K | 0.00% | +920 | New |
| Karpas Strategies, LLC | 926 | $260.3K | 0.09% | +926 | New |
| Deutsche Bank AG | 946 | $265.8K | 0.00% | +18+1.9% | Added |
| D. E. Shaw & Co., Inc. | 975 | $274.0K | 0.00% | −523−34.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,000 | $281.0K | 0.14% | +1,000 | New |
| Beacon Pointe Advisors, LLC | 1,007 | $283.0K | 0.01% | +1,007 | New |
| Teacher Retirement System of Texas | 1,027 | $289.0K | 0.00% | +1,027 | New |
| BNP Paribas Arbitrage, SA | 1,030 | $289.4K | 0.00% | −328−24.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,064 | $299.0K | 0.00% | +1,064 | New |
| American International Group, Inc. | 1,074 | $301.8K | 0.00% | −3−0.3% | Reduced |
| MetLife Investment Management | 1,138 | $319.8K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 1,155 | $325.0K | 0.04% | −1,755−60.3% | Reduced |
| Shufro Rose & Co LLC | 1,170 | $328.8K | 0.03% | −4,010−77.4% | Reduced |
| UBS Group AG | 1,195 | $335.8K | 0.00% | +898+302.4% | Added |
| RBF Capital, LLC | 1,500 | $422.0K | 0.03% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 1,574 | $442.3K | 0.00% | −30−1.9% | Reduced |
| UBS Asset Management Americas Inc | 1,637 | $460.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,661 | $467.0K | 0.00% | +128+8.3% | Added |
| Martingale Asset Management L P | 1,685 | $473.5K | 0.01% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 1,913 | $537.6K | 0.02% | −546−22.2% | Reduced |
| Price T Rowe Associates Inc | 1,939 | $545.0K | 0.00% | −1,053−35.2% | Reduced |
| Zebra Capital Management LLC | 1,973 | $554.0K | 1.94% | −547−21.7% | Reduced |
| Garrison Point Advisors, LLC | 2,000 | $562.0K | 0.46% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 2,100 | $590.0K | 0.00% | −1,900−47.5% | Reduced |
| Alliancebernstein L.P. | 2,100 | $590.1K | 0.00% | +300+16.7% | Added |
| 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 |
| Millennium Management LLC | 2,401 | $675.0K | 0.00% | −1,539−39.1% | Reduced |
| Credit Suisse AG | 2,426 | $681.7K | 0.00% | +272+12.6% | Added |
| Mackenzie Financial Corp | 2,699 | $758.4K | 0.00% | +150+5.9% | Added |
| AQR Capital Management LLC | 2,886 | $811.0K | 0.00% | −49−1.7% | Reduced |
| California State Teachers Retirement System | 3,004 | $844.1K | 0.00% | +39+1.3% | Added |
| Jupiter Asset Management Ltd | 3,060 | $854.5K | 0.01% | +117+4.0% | Added |
| Westhampton Capital, LLC | 3,315 | $931.5K | 0.63% | −83−2.4% | Reduced |
| New York State Common Retirement Fund | 3,790 | $1.06M | 0.00% | −1,600−29.7% | Reduced |
| Royal Bank of Canada | 3,799 | $1.07M | 0.00% | +230+6.4% | Added |
| Rhumbline Advisers | 3,840 | $1.08M | 0.00% | +67+1.8% | Added |
| Denali Advisors LLC | 4,000 | $1.12M | 0.47% | −2,707−40.4% | Reduced |
| Westport Asset Management Inc | 5,542 | $1.56M | 0.99% | −4,500−44.8% | Reduced |
| Linden Thomas Advisory Services, LLC | 5,644 | $1.59M | 0.45% | +5,644 | New |
| Swiss National Bank | 5,849 | $1.64M | 0.00% | +200+3.5% | Added |
| First Trust Advisors LP | 5,915 | $1.66M | 0.00% | −411−6.5% | Reduced |
| Invesco Ltd. | 6,221 | $1.75M | 0.00% | +2,528+68.5% | Added |
| Morgan Stanley | 6,696 | $1.88M | 0.00% | −256−3.7% | Reduced |
| Nuveen Asset Management, LLC | 7,138 | $2.01M | 0.00% | −1,277−15.2% | Reduced |
| American Century Companies Inc | 8,664 | $2.43M | 0.00% | +3,771+77.1% | Added |
| Bank of America Corp | 8,671 | $2.44M | 0.00% | +1,306+17.7% | Added |
| Prudential Financial Inc | 9,781 | $2.75M | 0.00% | −2,600−21.0% | Reduced |
| Fca Corp | 10,438 | $2.93M | 1.18% | +164+1.6% | Added |
| Goldman Sachs Group Inc | 12,427 | $3.49M | 0.00% | −9,656−43.7% | Reduced |
| Bridgeway Capital Management, LLC | 16,928 | $4.76M | 0.12% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 17,120 | $4.81M | 0.00% | +1,478+9.4% | Added |
| Arbiter Partners Capital Management LLC | 20,030 | $5.63M | 6.70% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 23,350 | $6.56M | 0.00% | +205+0.9% | Added |
| Northern Trust Corp | 24,214 | $6.80M | 0.00% | +232+1.0% | Added |
| Hotchkis & Wiley Capital Management LLC | 27,412 | $7.70M | 0.03% | −3,460−11.2% | Reduced |
| M3F, Inc. | 39,725 | $11.2M | 3.41% | −1,000−2.5% | Reduced |