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, Q2 2023
Institutional positions in National Western Life Group, Inc. as of Jun 30, 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
- 117
- +6 vs. Q1 2023
- Shares held
- 2.98M
- −36.0K (−1.2%) vs. Q1 2023
- Total value
- $1.24B
- +$525.6M (+73.6%) vs. Q1 2023
- New holders
- 20
- 32 more added
- Sold out
- 14
- 39 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding National Western Life Group, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Moody National Bank Trust Division | 1,167,161 | $485.0M | 33.27% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 227,742 | $94.6M | 0.03% | −3,037−1.3% | Reduced |
| Continental General Insurance Co | 202,944 | $84.3M | 30.39% | +32,558+19.1% | Added |
| Vanguard Group Inc | 191,497 | $79.6M | 0.00% | −2,547−1.3% | Reduced |
| BlackRock Inc. | 176,549 | $73.4M | 0.00% | −1,792−1.0% | Reduced |
| FMR LLC | 150,322 | $62.5M | 0.01% | −580.0% | Reduced |
| M3F, Inc. | 82,950 | $34.5M | 10.83% | +43,425+109.9% | Added |
| Allspring Global Investments Holdings, LLC | 80,814 | $33.6M | 0.05% | −870−1.1% | Reduced |
| Brandes Investment Partners, LP | 73,005 | $30.3M | 0.61% | −34,023−31.8% | Reduced |
| Cooke & Bieler LP | 62,095 | $25.8M | 0.24% | −330−0.5% | Reduced |
| RK Asset Management, LLC | 55,639 | $23.1M | 21.40% | −1,438−2.5% | Reduced |
| Ameriprise Financial Inc | 51,307 | $21.3M | 0.01% | −3,460−6.3% | Reduced |
| State Street Corp | 49,950 | $20.8M | 0.00% | +254+0.5% | Added |
| Geode Capital Management, LLC | 48,036 | $20.0M | 0.00% | +1,517+3.3% | Added |
| Tweedy, Browne Co LLC | 44,269 | $18.4M | 0.97% | −49−0.1% | Reduced |
| Northern Trust Corp | 25,483 | $10.6M | 0.00% | +1,074+4.4% | Added |
| Hotchkis & Wiley Capital Management LLC | 20,987 | $8.72M | 0.03% | −7,325−25.9% | Reduced |
| Charles Schwab Investment Management Inc | 20,313 | $8.44M | 0.00% | −2,655−11.6% | Reduced |
| Bridgeway Capital Management, LLC | 18,095 | $7.52M | 0.18% | +248+1.4% | Added |
| Bank of New York Mellon Corp | 15,785 | $6.56M | 0.00% | −250−1.6% | Reduced |
| American Century Companies Inc | 14,625 | $6.08M | 0.00% | +1,228+9.2% | Added |
| Verition Fund Management LLC | 13,267 | $5.51M | 0.09% | +13,267 | New |
| Invesco Ltd. | 12,137 | $5.04M | 0.00% | +6,858+129.9% | Added |
| Fca Corp | 10,346 | $4.30M | 1.59% | −349−3.3% | Reduced |
| Bank of America Corp | 8,521 | $3.54M | 0.00% | −377−4.2% | Reduced |
| Empowered Funds, LLC | 7,317 | $3.04M | 0.11% | +7,317 | New |
| EA Series Trust | 7,317 | $3.04M | 0.11% | +7,317 | New |
| Balyasny Asset Management LLC | 7,079 | $2.94M | 0.01% | +7,079 | New |
| Nuveen Asset Management, LLC | 6,608 | $2.75M | 0.00% | +140+2.2% | Added |
| First Trust Advisors LP | 6,451 | $2.68M | 0.00% | +48+0.7% | Added |
| Morgan Stanley | 5,913 | $2.46M | 0.00% | −2,970−33.4% | Reduced |
| Goldman Sachs Group Inc | 5,654 | $2.35M | 0.00% | −4,462−44.1% | Reduced |
| Westport Asset Management Inc | 5,542 | $2.30M | 1.29% | 00.0% | Unchanged |
| Swiss National Bank | 5,249 | $2.18M | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 5,121 | $2.13M | 0.00% | −4,500−46.8% | Reduced |
| Credit Suisse AG | 4,600 | $1.91M | 0.00% | +1,808+64.8% | Added |
| Quinn Opportunity Partners LLC | 4,500 | $1.87M | 0.26% | +4,500 | New |
| Rhumbline Advisers | 3,840 | $1.60M | 0.00% | −156−3.9% | Reduced |
| Arbiter Partners Capital Management LLC | 3,755 | $1.56M | 2.61% | −16,275−81.3% | Reduced |
| Royal Bank of Canada | 3,627 | $1.51M | 0.00% | +198+5.8% | Added |
| Interval Partners, LP | 3,374 | $1.40M | 0.07% | +3,374 | New |
| Jupiter Asset Management Ltd | 3,060 | $1.26M | 0.01% | 00.0% | Unchanged |
| California State Teachers Retirement System | 2,874 | $1.19M | 0.00% | −83−2.8% | Reduced |
| JPMorgan Chase & Co | 2,737 | $1.14M | 0.00% | +403+17.3% | Added |
| Westhampton Capital, LLC | 2,725 | $1.13M | 0.74% | −590−17.8% | Reduced |
| Renaissance Technologies LLC | 2,700 | $1.12M | 0.00% | +600+28.6% | Added |
| Caldwell Sutter Capital, Inc. | 2,400 | $997.3K | 0.52% | 00.0% | Unchanged |
| Denali Advisors LLC | 2,400 | $997.3K | 0.35% | +1,100+84.6% | Added |
| Alliancebernstein L.P. | 2,000 | $831.1K | 0.00% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 2,000 | $831.1K | 0.60% | 00.0% | Unchanged |
| SEI Investments Co | 1,965 | $816.6K | 0.00% | +100+5.4% | Added |
| Price T Rowe Associates Inc | 1,907 | $793.0K | 0.00% | −60−3.1% | Reduced |
| Legal & General Group Plc | 1,815 | $754.2K | 0.00% | +908+100.1% | Added |
| Dark Forest Capital Management LP | 1,788 | $743.0K | 0.08% | +1,788 | New |
| Two Sigma Advisers, LP | 1,700 | $706.5K | 0.00% | −700−29.2% | Reduced |
| Public Employees Retirement Association of Colorado | 1,697 | $705.0K | 0.00% | +1,697 | New |
| New York Life Investment Management LLC | 1,687 | $701.0K | 0.01% | −281−14.3% | Reduced |
| Martingale Asset Management L P | 1,685 | $700.2K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 1,625 | $675.3K | 0.00% | +135+9.1% | Added |
| UBS Group AG | 1,573 | $653.7K | 0.00% | +627+66.3% | Added |
| RBF Capital, LLC | 1,500 | $623.3K | 0.04% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1,388 | $576.8K | 0.00% | −501−26.5% | Reduced |
| MetLife Investment Management | 1,198 | $497.8K | 0.00% | +60+5.3% | Added |
| Mackenzie Financial Corp | 1,199 | $495.2K | 0.00% | −450−27.3% | Reduced |
| AQR Capital Management LLC | 1,184 | $492.0K | 0.00% | −544−31.5% | Reduced |
| Wells Fargo & Company | 1,112 | $462.1K | 0.00% | +339+43.9% | Added |
| American International Group, Inc. | 1,096 | $455.5K | 0.00% | +1+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,086 | $451.0K | 0.00% | +22+2.1% | Added |
| State of Wyoming | 1,061 | $440.9K | 0.13% | +349+49.0% | Added |
| Citigroup Inc | 1,057 | $439.2K | 0.00% | +810+327.9% | Added |
| Janus Henderson Group PLC | 1,059 | $438.3K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 1,011 | $420.1K | 0.00% | +1,011 | New |
| Wiley Bros.-Aintree Capital, LLC | 1,000 | $415.6K | 0.19% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 1,000 | $415.6K | 0.00% | +1,000 | New |
| UBS Asset Management Americas Inc | 1,637 | $397.2K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 949 | $394.4K | 0.00% | +41+4.5% | Added |
| Quadrature Capital Ltd | 952 | $394.1K | 0.01% | +952 | New |
| Deutsche Bank AG | 940 | $390.6K | 0.00% | −452−32.5% | Reduced |
| Karpas Strategies, LLC | 926 | $385.0K | 0.13% | 00.0% | Unchanged |
| Barclays PLC | 897 | $372.8K | 0.00% | −255−22.1% | Reduced |
| Manufacturers Life Insurance Company, The | 879 | $365.3K | 0.00% | +44+5.3% | Added |
| BNP Paribas Arbitrage, SA | 831 | $345.3K | 0.00% | −749−47.4% | Reduced |
| STRS Ohio | 800 | $332.0K | 0.00% | +800 | New |
| Susquehanna International Group, LLP | 778 | $323.3K | 0.00% | −382−32.9% | Reduced |
| CWM Advisors, LLC | 760 | $315.8K | 0.04% | +760 | New |
| LSV Asset Management | 700 | $291.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 676 | $280.9K | 0.00% | +676 | New |
| D. E. Shaw & Co., Inc. | 669 | $278.0K | 0.00% | −320−32.4% | Reduced |
| Algert Global LLC | 653 | $271.4K | 0.01% | +653 | New |
| State Board of Administration of Florida Retirement System | 650 | $270.1K | 0.00% | +650 | New |
| Teacher Retirement System of Texas | 543 | $226.0K | 0.00% | −541−49.9% | Reduced |
| First Financial Bank - Trust Division | 500 | $207.8K | 0.02% | +500 | New |
| State of Wisconsin Investment Board | 489 | $203.2K | 0.00% | +489 | New |
| Amalgamated Bank | 223 | $93.0K | 0.00% | −24−9.7% | Reduced |
| Tower Research Capital LLC (TRC) | 204 | $84.8K | 0.00% | +25+14.0% | Added |
| Ameritas Investment Partners, Inc. | 193 | $80.2K | 0.00% | 00.0% | Unchanged |
| Elkhorn Partners Limited Partnership | 159 | $66.0K | 0.04% | −41−20.5% | Reduced |
| Ancora Advisors, LLC | 135 | $56.1K | 0.00% | −35−20.6% | Reduced |
| Metropolitan Life Insurance Co | 129 | $53.6K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 128 | $53.2K | 0.00% | +14+12.3% | Added |