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 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 1 | $416 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 2 | $831 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 2 | $841 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 4 | $1.66K | 0.00% | +4 | New |
| Huntington National Bank | 6 | $2.49K | 0.00% | +6 | New |
| Bell Investment Advisors, Inc | 6 | $2.49K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 10 | $4.16K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 19 | $7.90K | 0.00% | +1+5.6% | Added |
| Whittier Trust Co | 20 | $8.31K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 41 | $17.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 48 | $19.9K | 0.00% | −20−29.4% | Reduced |
| Covestor Ltd | 65 | $27.0K | 0.02% | +41+170.8% | Added |
| Advisor Group Holdings, Inc. | 66 | $27.4K | 0.00% | +51+340.0% | Added |
| Hall Laurie J Trustee | 73 | $30.0K | 0.01% | 00.0% | Unchanged |
| Great West Life Assurance Co | 77 | $32.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 98 | $41.0K | 0.00% | 00.0% | Unchanged |
| Gladius Capital Management LP | 110 | $45.7K | 0.02% | −23−17.3% | Reduced |
| US Bancorp | 128 | $53.2K | 0.00% | +14+12.3% | Added |
| Metropolitan Life Insurance Co | 129 | $53.6K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 135 | $56.1K | 0.00% | −35−20.6% | Reduced |
| Elkhorn Partners Limited Partnership | 159 | $66.0K | 0.04% | −41−20.5% | Reduced |
| Ameritas Investment Partners, Inc. | 193 | $80.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 204 | $84.8K | 0.00% | +25+14.0% | Added |
| Amalgamated Bank | 223 | $93.0K | 0.00% | −24−9.7% | Reduced |
| State of Wisconsin Investment Board | 489 | $203.2K | 0.00% | +489 | New |
| First Financial Bank - Trust Division | 500 | $207.8K | 0.02% | +500 | New |
| Teacher Retirement System of Texas | 543 | $226.0K | 0.00% | −541−49.9% | Reduced |
| State Board of Administration of Florida Retirement System | 650 | $270.1K | 0.00% | +650 | New |
| Algert Global LLC | 653 | $271.4K | 0.01% | +653 | New |
| D. E. Shaw & Co., Inc. | 669 | $278.0K | 0.00% | −320−32.4% | Reduced |
| Arizona State Retirement System | 676 | $280.9K | 0.00% | +676 | New |
| LSV Asset Management | 700 | $291.0K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 760 | $315.8K | 0.04% | +760 | New |
| Susquehanna International Group, LLP | 778 | $323.3K | 0.00% | −382−32.9% | Reduced |
| STRS Ohio | 800 | $332.0K | 0.00% | +800 | New |
| BNP Paribas Arbitrage, SA | 831 | $345.3K | 0.00% | −749−47.4% | Reduced |
| Manufacturers Life Insurance Company, The | 879 | $365.3K | 0.00% | +44+5.3% | Added |
| Barclays PLC | 897 | $372.8K | 0.00% | −255−22.1% | Reduced |
| Karpas Strategies, LLC | 926 | $385.0K | 0.13% | 00.0% | Unchanged |
| Deutsche Bank AG | 940 | $390.6K | 0.00% | −452−32.5% | Reduced |
| Quadrature Capital Ltd | 952 | $394.1K | 0.01% | +952 | New |
| Voya Investment Management LLC | 949 | $394.4K | 0.00% | +41+4.5% | Added |
| UBS Asset Management Americas Inc | 1,637 | $397.2K | 0.00% | 00.0% | Unchanged |
| 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 |
| Franklin Resources Inc | 1,011 | $420.1K | 0.00% | +1,011 | New |
| Janus Henderson Group PLC | 1,059 | $438.3K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,057 | $439.2K | 0.00% | +810+327.9% | Added |
| State of Wyoming | 1,061 | $440.9K | 0.13% | +349+49.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,086 | $451.0K | 0.00% | +22+2.1% | Added |
| American International Group, Inc. | 1,096 | $455.5K | 0.00% | +1+0.1% | Added |
| Wells Fargo & Company | 1,112 | $462.1K | 0.00% | +339+43.9% | Added |
| AQR Capital Management LLC | 1,184 | $492.0K | 0.00% | −544−31.5% | Reduced |
| Mackenzie Financial Corp | 1,199 | $495.2K | 0.00% | −450−27.3% | Reduced |
| MetLife Investment Management | 1,198 | $497.8K | 0.00% | +60+5.3% | Added |
| New York State Common Retirement Fund | 1,388 | $576.8K | 0.00% | −501−26.5% | Reduced |
| RBF Capital, LLC | 1,500 | $623.3K | 0.04% | 00.0% | Unchanged |
| UBS Group AG | 1,573 | $653.7K | 0.00% | +627+66.3% | Added |
| Los Angeles Capital Management LLC | 1,625 | $675.3K | 0.00% | +135+9.1% | Added |
| Martingale Asset Management L P | 1,685 | $700.2K | 0.01% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 1,687 | $701.0K | 0.01% | −281−14.3% | Reduced |
| Public Employees Retirement Association of Colorado | 1,697 | $705.0K | 0.00% | +1,697 | New |
| Two Sigma Advisers, LP | 1,700 | $706.5K | 0.00% | −700−29.2% | Reduced |
| Dark Forest Capital Management LP | 1,788 | $743.0K | 0.08% | +1,788 | New |
| Legal & General Group Plc | 1,815 | $754.2K | 0.00% | +908+100.1% | Added |
| Price T Rowe Associates Inc | 1,907 | $793.0K | 0.00% | −60−3.1% | Reduced |
| SEI Investments Co | 1,965 | $816.6K | 0.00% | +100+5.4% | 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 |
| 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 |
| Renaissance Technologies LLC | 2,700 | $1.12M | 0.00% | +600+28.6% | Added |
| Westhampton Capital, LLC | 2,725 | $1.13M | 0.74% | −590−17.8% | Reduced |
| JPMorgan Chase & Co | 2,737 | $1.14M | 0.00% | +403+17.3% | Added |
| California State Teachers Retirement System | 2,874 | $1.19M | 0.00% | −83−2.8% | Reduced |
| Jupiter Asset Management Ltd | 3,060 | $1.26M | 0.01% | 00.0% | Unchanged |
| Interval Partners, LP | 3,374 | $1.40M | 0.07% | +3,374 | New |
| Royal Bank of Canada | 3,627 | $1.51M | 0.00% | +198+5.8% | Added |
| Arbiter Partners Capital Management LLC | 3,755 | $1.56M | 2.61% | −16,275−81.3% | Reduced |
| Rhumbline Advisers | 3,840 | $1.60M | 0.00% | −156−3.9% | Reduced |
| Quinn Opportunity Partners LLC | 4,500 | $1.87M | 0.26% | +4,500 | New |
| Credit Suisse AG | 4,600 | $1.91M | 0.00% | +1,808+64.8% | Added |
| Prudential Financial Inc | 5,121 | $2.13M | 0.00% | −4,500−46.8% | Reduced |
| Swiss National Bank | 5,249 | $2.18M | 0.00% | 00.0% | Unchanged |
| Westport Asset Management Inc | 5,542 | $2.30M | 1.29% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 5,654 | $2.35M | 0.00% | −4,462−44.1% | Reduced |
| Morgan Stanley | 5,913 | $2.46M | 0.00% | −2,970−33.4% | Reduced |
| First Trust Advisors LP | 6,451 | $2.68M | 0.00% | +48+0.7% | Added |
| Nuveen Asset Management, LLC | 6,608 | $2.75M | 0.00% | +140+2.2% | Added |
| Balyasny Asset Management LLC | 7,079 | $2.94M | 0.01% | +7,079 | New |
| Empowered Funds, LLC | 7,317 | $3.04M | 0.11% | +7,317 | New |
| EA Series Trust | 7,317 | $3.04M | 0.11% | +7,317 | New |
| Bank of America Corp | 8,521 | $3.54M | 0.00% | −377−4.2% | Reduced |
| Fca Corp | 10,346 | $4.30M | 1.59% | −349−3.3% | Reduced |
| Invesco Ltd. | 12,137 | $5.04M | 0.00% | +6,858+129.9% | Added |
| Verition Fund Management LLC | 13,267 | $5.51M | 0.09% | +13,267 | New |
| American Century Companies Inc | 14,625 | $6.08M | 0.00% | +1,228+9.2% | Added |
| Bank of New York Mellon Corp | 15,785 | $6.56M | 0.00% | −250−1.6% | Reduced |
| Bridgeway Capital Management, LLC | 18,095 | $7.52M | 0.18% | +248+1.4% | Added |
| Charles Schwab Investment Management Inc | 20,313 | $8.44M | 0.00% | −2,655−11.6% | Reduced |