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, Q1 2023
Institutional positions in National Western Life Group, Inc. as of Mar 31, 2023. 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
- 112
- −1 vs. Q4 2022
- Shares held
- 3.02M
- +93.5K (+3.2%) vs. Q4 2022
- Total value
- $714.1M
- −$108.4M (−13.2%) vs. Q4 2022
- New holders
- 7
- 37 more added
- Sold out
- 8
- 35 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding National Western Life Group, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Moody National Bank Trust Division | 1,167,161 | $283.2M | 24.22% | −3,000−0.3% | Reduced |
| Dimensional Fund Advisors LP | 230,779 | $56.0M | 0.02% | +3,898+1.7% | Added |
| Vanguard Group Inc | 194,044 | $47.1M | 0.00% | +2,441+1.3% | Added |
| BlackRock Inc. | 178,341 | $43.3M | 0.00% | +513+0.3% | Added |
| Continental General Insurance Co | 170,386 | $41.3M | 19.50% | +15,560+10.0% | Added |
| FMR LLC | 150,380 | $36.5M | 0.00% | −93−0.1% | Reduced |
| Brandes Investment Partners, LP | 107,028 | $26.0M | 0.55% | +3,252+3.1% | Added |
| Allspring Global Investments Holdings, LLC | 81,684 | $19.8M | 0.03% | −2,381−2.8% | Reduced |
| Cooke & Bieler LP | 62,425 | $15.1M | 0.15% | −3,390−5.2% | Reduced |
| RK Asset Management, LLC | 57,077 | $13.8M | 13.71% | −1,262−2.2% | Reduced |
| Ameriprise Financial Inc | 54,767 | $13.3M | 0.00% | −334−0.6% | Reduced |
| State Street Corp | 49,696 | $12.1M | 0.00% | −511−1.0% | Reduced |
| Geode Capital Management, LLC | 46,519 | $11.3M | 0.00% | +1,171+2.6% | Added |
| Tweedy, Browne Co LLC | 44,318 | $10.8M | 0.59% | −100−0.2% | Reduced |
| M3F, Inc. | 39,525 | $9.59M | 3.15% | −200−0.5% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 28,312 | $6.87M | 0.03% | +900+3.3% | Added |
| Northern Trust Corp | 24,409 | $5.92M | 0.00% | +195+0.8% | Added |
| Charles Schwab Investment Management Inc | 22,968 | $5.57M | 0.00% | −382−1.6% | Reduced |
| Arbiter Partners Capital Management LLC | 20,030 | $4.86M | 6.17% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 17,847 | $4.33M | 0.11% | +919+5.4% | Added |
| Bank of New York Mellon Corp | 16,035 | $3.89M | 0.00% | −1,085−6.3% | Reduced |
| American Century Companies Inc | 13,397 | $3.17M | 0.00% | +4,733+54.6% | Added |
| Fca Corp | 10,695 | $2.59M | 0.97% | +257+2.5% | Added |
| Goldman Sachs Group Inc | 10,116 | $2.45M | 0.00% | −2,311−18.6% | Reduced |
| Prudential Financial Inc | 9,621 | $2.33M | 0.00% | −160−1.6% | Reduced |
| Bank of America Corp | 8,898 | $2.16M | 0.00% | +227+2.6% | Added |
| Morgan Stanley | 8,883 | $2.16M | 0.00% | +2,187+32.7% | Added |
| Nuveen Asset Management, LLC | 6,468 | $1.57M | 0.00% | −670−9.4% | Reduced |
| First Trust Advisors LP | 6,403 | $1.55M | 0.00% | +488+8.3% | Added |
| Linden Thomas Advisory Services, LLC | 6,049 | $1.47M | 0.36% | +405+7.2% | Added |
| Westport Asset Management Inc | 5,542 | $1.34M | 0.81% | 00.0% | Unchanged |
| Invesco Ltd. | 5,279 | $1.28M | 0.00% | −942−15.1% | Reduced |
| Swiss National Bank | 5,249 | $1.27M | 0.00% | −600−10.3% | Reduced |
| Rhumbline Advisers | 3,996 | $970.0K | 0.00% | +156+4.1% | Added |
| Millennium Management LLC | 3,515 | $853.0K | 0.00% | +1,114+46.4% | Added |
| Royal Bank of Canada | 3,429 | $832.0K | 0.00% | −370−9.7% | Reduced |
| Westhampton Capital, LLC | 3,315 | $804.3K | 0.52% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 3,060 | $734.1K | 0.01% | 00.0% | Unchanged |
| California State Teachers Retirement System | 2,957 | $717.4K | 0.00% | −47−1.6% | Reduced |
| Credit Suisse AG | 2,792 | $677.4K | 0.00% | +366+15.1% | Added |
| Caldwell Sutter Capital, Inc. | 2,400 | $582.3K | 0.42% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 2,400 | $582.3K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,334 | $566.0K | 0.00% | +673+40.5% | Added |
| Renaissance Technologies LLC | 2,100 | $510.0K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 2,000 | $485.2K | 0.00% | −100−4.8% | Reduced |
| Garrison Point Advisors, LLC | 2,000 | $485.2K | 0.36% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 1,967 | $478.0K | 0.00% | +28+1.4% | Added |
| New York Life Investment Management LLC | 1,968 | $477.5K | 0.01% | +1,968 | New |
| Ziegler Capital Management, LLC | 1,931 | $468.5K | 0.02% | +18+0.9% | Added |
| New York State Common Retirement Fund | 1,889 | $458.3K | 0.00% | −1,901−50.2% | Reduced |
| SEI Investments Co | 1,865 | $452.5K | 0.00% | +983+111.5% | Added |
| AQR Capital Management LLC | 1,728 | $419.2K | 0.00% | −1,158−40.1% | Reduced |
| Martingale Asset Management L P | 1,685 | $408.8K | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 1,649 | $400.1K | 0.00% | −1,050−38.9% | Reduced |
| UBS Asset Management Americas Inc | 1,637 | $397.2K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,580 | $383.3K | 0.00% | +550+53.4% | Added |
| RBF Capital, LLC | 1,500 | $363.9K | 0.03% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 1,490 | $361.5K | 0.00% | −84−5.3% | Reduced |
| Deutsche Bank AG | 1,392 | $337.7K | 0.00% | +446+47.1% | Added |
| Zebra Capital Management LLC | 1,318 | $320.0K | 1.60% | −655−33.2% | Reduced |
| Denali Advisors LLC | 1,300 | $315.4K | 0.13% | −2,700−67.5% | Reduced |
| Shufro Rose & Co LLC | 1,170 | $283.9K | 0.03% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 1,160 | $281.4K | 0.00% | +240+26.1% | Added |
| Barclays PLC | 1,152 | $279.5K | 0.00% | +541+88.5% | Added |
| MetLife Investment Management | 1,138 | $276.1K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 1,095 | $265.7K | 0.00% | +21+2.0% | Added |
| Teacher Retirement System of Texas | 1,084 | $263.0K | 0.00% | +57+5.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,064 | $258.0K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 1,059 | $256.1K | 0.00% | +1,059 | New |
| SG Americas Securities, LLC | 1,021 | $248.0K | 0.00% | +194+23.5% | Added |
| Beacon Pointe Advisors, LLC | 1,007 | $244.3K | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 1,000 | $242.6K | 0.12% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 989 | $240.0K | 0.00% | +14+1.4% | Added |
| UBS Group AG | 946 | $229.5K | 0.00% | −249−20.8% | Reduced |
| Karpas Strategies, LLC | 926 | $224.7K | 0.08% | 00.0% | Unchanged |
| Voya Investment Management LLC | 908 | $220.3K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 907 | $220.1K | 0.00% | +64+7.6% | Added |
| Manufacturers Life Insurance Company, The | 835 | $202.6K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 773 | $187.7K | 0.00% | +399+106.7% | Added |
| State of Wyoming | 712 | $172.7K | 0.06% | −60−7.8% | Reduced |
| LSV Asset Management | 700 | $170.0K | 0.00% | −100−12.5% | Reduced |
| Amalgamated Bank | 247 | $60.0K | 0.00% | −72−22.6% | Reduced |
| Citigroup Inc | 247 | $59.9K | 0.00% | +99+66.9% | Added |
| Elkhorn Partners Limited Partnership | 200 | $49.0K | 0.03% | +100+100.0% | Added |
| Ameritas Investment Partners, Inc. | 193 | $46.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 179 | $43.0K | 0.00% | +138+336.6% | Added |
| Ancora Advisors, LLC | 170 | $41.2K | 0.00% | 00.0% | Unchanged |
| Gladius Capital Management LP | 133 | $32.3K | 0.01% | −47−26.1% | Reduced |
| Metropolitan Life Insurance Co | 129 | $31.3K | 0.00% | −30−18.9% | Reduced |
| US Bancorp | 114 | $27.7K | 0.00% | +30+35.7% | Added |
| Envestnet Asset Management Inc | 77,013 | $25.1K | 0.00% | +77,013 | New |
| CWM, LLC | 98 | $24.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 77 | $19.0K | 0.00% | −81−51.3% | Reduced |
| Hall Laurie J Trustee | 73 | $18.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 68 | $16.5K | 0.00% | +58+580.0% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 53 | $12.9K | 0.00% | −2−3.6% | Reduced |
| WR Wealth Planners, LLC | 46 | $11.2K | 0.00% | +46 | New |
| Lindbrook Capital, LLC | 41 | $9.95K | 0.00% | −1−2.4% | Reduced |
| Pin Oak Investment Advisors Inc | 37 | $9.00K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 24 | $6.00K | 0.01% | −7−22.6% | Reduced |