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 |
|---|---|---|---|---|---|
| Tweedy, Browne Co LLC | 44,418 | $12.5M | 0.66% | −160.0% | Reduced |
| Geode Capital Management, LLC | 45,348 | $12.7M | 0.00% | +4,210+10.2% | Added |
| State Street Corp | 50,207 | $14.1M | 0.00% | +700+1.4% | Added |
| Ameriprise Financial Inc | 55,101 | $15.5M | 0.01% | −8,467−13.3% | Reduced |
| RK Asset Management, LLC | 58,339 | $16.4M | 15.73% | +58,339 | New |
| Cooke & Bieler LP | 65,815 | $18.5M | 0.18% | −39,110−37.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 84,065 | $23.6M | 0.04% | −1,010−1.2% | Reduced |
| Brandes Investment Partners, LP | 103,776 | $29.2M | 0.82% | −16,303−13.6% | Reduced |
| FMR LLC | 150,473 | $42.3M | 0.00% | +780+0.5% | Added |
| Continental General Insurance Co | 154,826 | $43.5M | 29.85% | +154,826 | New |
| BlackRock Inc. | 177,828 | $50.0M | 0.00% | +4,343+2.5% | Added |
| Vanguard Group Inc | 191,603 | $53.8M | 0.00% | +3,493+1.9% | Added |
| Dimensional Fund Advisors LP | 226,881 | $63.8M | 0.02% | −782−0.3% | Reduced |
| Moody National Bank Trust Division | 1,170,161 | $328.8M | 28.65% | 00.0% | Unchanged |
| CM Management, LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −6,199−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −4,820−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −3,529−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −2,627−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −1,695−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −1,527−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | 0 | Sold out |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |