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.
Q2 2023 vs. Q1 2023
How the institutions holding National Western Life Group, Inc. changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Of which not filed for Q2 2023 | Q2 2023 | Change |
|---|---|---|---|---|
| Holders | 112 | 1 | 117 | +6 |
| Shares | 3.02M | 1.32K | 2.98M | −36.0K (−1.2%) |
| Value | $714.1M | $320.0K | $1.24B | +$525.6M (+73.6%) |
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (20)
Institutions that held National Western Life Group, Inc. at the end of Q2 2023 but not at the end of Q1 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Verition Fund Management LLC | 13,267 | $5.51M | 0.09% |
| Empowered Funds, LLC | 7,317 | $3.04M | 0.11% |
| EA Series Trust | 7,317 | $3.04M | 0.11% |
| Balyasny Asset Management LLC | 7,079 | $2.94M | 0.01% |
| Quinn Opportunity Partners LLC | 4,500 | $1.87M | 0.26% |
| Interval Partners, LP | 3,374 | $1.40M | 0.07% |
| Dark Forest Capital Management LP | 1,788 | $743.0K | 0.08% |
| Public Employees Retirement Association of Colorado | 1,697 | $705.0K | 0.00% |
| Franklin Resources Inc | 1,011 | $420.1K | 0.00% |
| Schonfeld Strategic Advisors LLC | 1,000 | $415.6K | 0.00% |
| Quadrature Capital Ltd | 952 | $394.1K | 0.01% |
| STRS Ohio | 800 | $332.0K | 0.00% |
| CWM Advisors, LLC | 760 | $315.8K | 0.04% |
| Arizona State Retirement System | 676 | $280.9K | 0.00% |
| Algert Global LLC | 653 | $271.4K | 0.01% |
| State Board of Administration of Florida Retirement System | 650 | $270.1K | 0.00% |
| First Financial Bank - Trust Division | 500 | $207.8K | 0.02% |
| State of Wisconsin Investment Board | 489 | $203.2K | 0.00% |
| Huntington National Bank | 6 | $2.49K | 0.00% |
| Russell Investments Group, Ltd. | 4 | $1.66K | 0.00% |
Sold out (14)
Institutions that held National Western Life Group, Inc. at the end of Q1 2023 and filed for Q2 2023 without it.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Linden Thomas Advisory Services, LLC | 6,049 | $1.47M |
| Millennium Management LLC | 3,515 | $853.0K |
| Ziegler Capital Management, LLC | 1,931 | $468.5K |
| Shufro Rose & Co LLC | 1,170 | $283.9K |
| SG Americas Securities, LLC | 1,021 | $248.0K |
| Beacon Pointe Advisors, LLC | 1,007 | $244.3K |
| Envestnet Asset Management Inc | 77,013 | $25.1K |
| Barrow Hanley Mewhinney & Strauss LLC | 53 | $12.9K |
| WR Wealth Planners, LLC | 46 | $11.2K |
| Pin Oak Investment Advisors Inc | 37 | $9.00K |
| TCI Wealth Advisors, Inc. | 24 | $5.82K |
| Ellevest, Inc. | 13 | $3.15K |
| Advisory Services Network, LLC | 5 | $1.21K |
| Creative Planning | 1 | $243 |
Not filed for Q2 2023 yet (1)
Institutions that held National Western Life Group, Inc. at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Zebra Capital Management LLC | 1,318 | $320.0K |