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 |
|---|---|---|---|---|---|
| State Street Corp | 49,696 | $12.1M | 0.00% | −511−1.0% | Reduced |
| Ameriprise Financial Inc | 54,767 | $13.3M | 0.00% | −334−0.6% | Reduced |
| RK Asset Management, LLC | 57,077 | $13.8M | 13.71% | −1,262−2.2% | Reduced |
| Cooke & Bieler LP | 62,425 | $15.1M | 0.15% | −3,390−5.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 81,684 | $19.8M | 0.03% | −2,381−2.8% | Reduced |
| Brandes Investment Partners, LP | 107,028 | $26.0M | 0.55% | +3,252+3.1% | Added |
| FMR LLC | 150,380 | $36.5M | 0.00% | −93−0.1% | Reduced |
| Continental General Insurance Co | 170,386 | $41.3M | 19.50% | +15,560+10.0% | Added |
| BlackRock Inc. | 178,341 | $43.3M | 0.00% | +513+0.3% | Added |
| Vanguard Group Inc | 194,044 | $47.1M | 0.00% | +2,441+1.3% | Added |
| Dimensional Fund Advisors LP | 230,779 | $56.0M | 0.02% | +3,898+1.7% | Added |
| Moody National Bank Trust Division | 1,167,161 | $283.2M | 24.22% | −3,000−0.3% | Reduced |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −1,155−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −843−100.0% | Sold out |
| Farmers & Merchants Trust Co of Long Beach | 0 | $0 | 0.00% | −820−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −765−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −258−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |