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 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 1 | $243 | 0.00% | 00.0% | Unchanged |
| Creative Planning | 1 | $243 | 0.00% | +1 | New |
| Baker Avenue Asset Management, LP | 2 | $485 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 2 | $524 | 0.00% | +2 | New |
| Advisory Services Network, LLC | 5 | $1.21K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 6 | $1.46K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 10 | $2.43K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 13 | $3.15K | 0.00% | +13 | New |
| Advisor Group Holdings, Inc. | 15 | $3.64K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 18 | $4.37K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 20 | $4.85K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 24 | $5.82K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 24 | $6.00K | 0.01% | −7−22.6% | Reduced |
| Pin Oak Investment Advisors Inc | 37 | $9.00K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 41 | $9.95K | 0.00% | −1−2.4% | Reduced |
| WR Wealth Planners, LLC | 46 | $11.2K | 0.00% | +46 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 53 | $12.9K | 0.00% | −2−3.6% | Reduced |
| Signaturefd, LLC | 68 | $16.5K | 0.00% | +58+580.0% | Added |
| Hall Laurie J Trustee | 73 | $18.0K | 0.01% | 00.0% | Unchanged |
| Great West Life Assurance Co | 77 | $19.0K | 0.00% | −81−51.3% | Reduced |
| CWM, LLC | 98 | $24.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 77,013 | $25.1K | 0.00% | +77,013 | New |
| US Bancorp | 114 | $27.7K | 0.00% | +30+35.7% | Added |
| Metropolitan Life Insurance Co | 129 | $31.3K | 0.00% | −30−18.9% | Reduced |
| Gladius Capital Management LP | 133 | $32.3K | 0.01% | −47−26.1% | Reduced |
| Ancora Advisors, LLC | 170 | $41.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 179 | $43.0K | 0.00% | +138+336.6% | Added |
| Ameritas Investment Partners, Inc. | 193 | $46.8K | 0.00% | 00.0% | Unchanged |
| Elkhorn Partners Limited Partnership | 200 | $49.0K | 0.03% | +100+100.0% | Added |
| Citigroup Inc | 247 | $59.9K | 0.00% | +99+66.9% | Added |
| Amalgamated Bank | 247 | $60.0K | 0.00% | −72−22.6% | Reduced |
| LSV Asset Management | 700 | $170.0K | 0.00% | −100−12.5% | Reduced |
| State of Wyoming | 712 | $172.7K | 0.06% | −60−7.8% | Reduced |
| Wells Fargo & Company | 773 | $187.7K | 0.00% | +399+106.7% | Added |
| Manufacturers Life Insurance Company, The | 835 | $202.6K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 907 | $220.1K | 0.00% | +64+7.6% | Added |
| Voya Investment Management LLC | 908 | $220.3K | 0.00% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 926 | $224.7K | 0.08% | 00.0% | Unchanged |
| UBS Group AG | 946 | $229.5K | 0.00% | −249−20.8% | Reduced |
| D. E. Shaw & Co., Inc. | 989 | $240.0K | 0.00% | +14+1.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 1,000 | $242.6K | 0.12% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 1,007 | $244.3K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,021 | $248.0K | 0.00% | +194+23.5% | Added |
| Janus Henderson Group PLC | 1,059 | $256.1K | 0.00% | +1,059 | New |
| Cambridge Investment Research Advisors, Inc. | 1,064 | $258.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 1,084 | $263.0K | 0.00% | +57+5.6% | Added |
| American International Group, Inc. | 1,095 | $265.7K | 0.00% | +21+2.0% | Added |
| MetLife Investment Management | 1,138 | $276.1K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 1,152 | $279.5K | 0.00% | +541+88.5% | Added |
| Susquehanna International Group, LLP | 1,160 | $281.4K | 0.00% | +240+26.1% | Added |
| Shufro Rose & Co LLC | 1,170 | $283.9K | 0.03% | 00.0% | Unchanged |
| Denali Advisors LLC | 1,300 | $315.4K | 0.13% | −2,700−67.5% | Reduced |
| Zebra Capital Management LLC | 1,318 | $320.0K | 1.60% | −655−33.2% | Reduced |
| Deutsche Bank AG | 1,392 | $337.7K | 0.00% | +446+47.1% | Added |
| Los Angeles Capital Management LLC | 1,490 | $361.5K | 0.00% | −84−5.3% | Reduced |
| RBF Capital, LLC | 1,500 | $363.9K | 0.03% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,580 | $383.3K | 0.00% | +550+53.4% | Added |
| UBS Asset Management Americas Inc | 1,637 | $397.2K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 1,649 | $400.1K | 0.00% | −1,050−38.9% | Reduced |
| Martingale Asset Management L P | 1,685 | $408.8K | 0.01% | 00.0% | Unchanged |
| AQR Capital Management LLC | 1,728 | $419.2K | 0.00% | −1,158−40.1% | Reduced |
| SEI Investments Co | 1,865 | $452.5K | 0.00% | +983+111.5% | Added |
| New York State Common Retirement Fund | 1,889 | $458.3K | 0.00% | −1,901−50.2% | Reduced |
| Ziegler Capital Management, LLC | 1,931 | $468.5K | 0.02% | +18+0.9% | Added |
| New York Life Investment Management LLC | 1,968 | $477.5K | 0.01% | +1,968 | New |
| Price T Rowe Associates Inc | 1,967 | $478.0K | 0.00% | +28+1.4% | Added |
| 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 |
| Renaissance Technologies LLC | 2,100 | $510.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,334 | $566.0K | 0.00% | +673+40.5% | 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 |
| Credit Suisse AG | 2,792 | $677.4K | 0.00% | +366+15.1% | Added |
| California State Teachers Retirement System | 2,957 | $717.4K | 0.00% | −47−1.6% | Reduced |
| Jupiter Asset Management Ltd | 3,060 | $734.1K | 0.01% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 3,315 | $804.3K | 0.52% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,429 | $832.0K | 0.00% | −370−9.7% | Reduced |
| Millennium Management LLC | 3,515 | $853.0K | 0.00% | +1,114+46.4% | Added |
| Rhumbline Advisers | 3,996 | $970.0K | 0.00% | +156+4.1% | Added |
| Swiss National Bank | 5,249 | $1.27M | 0.00% | −600−10.3% | Reduced |
| Invesco Ltd. | 5,279 | $1.28M | 0.00% | −942−15.1% | Reduced |
| Westport Asset Management Inc | 5,542 | $1.34M | 0.81% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 6,049 | $1.47M | 0.36% | +405+7.2% | Added |
| First Trust Advisors LP | 6,403 | $1.55M | 0.00% | +488+8.3% | Added |
| Nuveen Asset Management, LLC | 6,468 | $1.57M | 0.00% | −670−9.4% | Reduced |
| Morgan Stanley | 8,883 | $2.16M | 0.00% | +2,187+32.7% | Added |
| Bank of America Corp | 8,898 | $2.16M | 0.00% | +227+2.6% | Added |
| Prudential Financial Inc | 9,621 | $2.33M | 0.00% | −160−1.6% | Reduced |
| Goldman Sachs Group Inc | 10,116 | $2.45M | 0.00% | −2,311−18.6% | Reduced |
| Fca Corp | 10,695 | $2.59M | 0.97% | +257+2.5% | Added |
| American Century Companies Inc | 13,397 | $3.17M | 0.00% | +4,733+54.6% | Added |
| Bank of New York Mellon Corp | 16,035 | $3.89M | 0.00% | −1,085−6.3% | Reduced |
| Bridgeway Capital Management, LLC | 17,847 | $4.33M | 0.11% | +919+5.4% | Added |
| Arbiter Partners Capital Management LLC | 20,030 | $4.86M | 6.17% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 22,968 | $5.57M | 0.00% | −382−1.6% | Reduced |
| Northern Trust Corp | 24,409 | $5.92M | 0.00% | +195+0.8% | Added |
| Hotchkis & Wiley Capital Management LLC | 28,312 | $6.87M | 0.03% | +900+3.3% | Added |
| M3F, Inc. | 39,525 | $9.59M | 3.15% | −200−0.5% | Reduced |
| Tweedy, Browne Co LLC | 44,318 | $10.8M | 0.59% | −100−0.2% | Reduced |
| Geode Capital Management, LLC | 46,519 | $11.3M | 0.00% | +1,171+2.6% | Added |