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 |
|---|---|---|---|---|---|
| Gladius Capital Management LP | 110 | $45.7K | 0.02% | −23−17.3% | Reduced |
| CWM, LLC | 98 | $41.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 77 | $32.0K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 73 | $30.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 66 | $27.4K | 0.00% | +51+340.0% | Added |
| Covestor Ltd | 65 | $27.0K | 0.02% | +41+170.8% | Added |
| Signaturefd, LLC | 48 | $19.9K | 0.00% | −20−29.4% | Reduced |
| Lindbrook Capital, LLC | 41 | $17.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 20 | $8.31K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 19 | $7.90K | 0.00% | +1+5.6% | Added |
| Carolinas Wealth Consulting LLC | 10 | $4.16K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 6 | $2.49K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 6 | $2.49K | 0.00% | +6 | New |
| Russell Investments Group, Ltd. | 4 | $1.66K | 0.00% | +4 | New |
| 25 LLC | 2 | $841 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 2 | $831 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1 | $416 | 0.00% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 0 | $0 | 0.00% | −6,049−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −3,515−100.0% | Sold out |
| Ziegler Capital Management, LLC | 0 | $0 | 0.00% | −1,931−100.0% | Sold out |
| Shufro Rose & Co LLC | 0 | $0 | 0.00% | −1,170−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −1,021−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −1,007−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −77,013−100.0% | Sold out |
| Barrow Hanley Mewhinney & Strauss LLC | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Pin Oak Investment Advisors Inc | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Zebra Capital Management LLC | – | – | – | – | Not filed |