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, Q3 2023
Institutional positions in National Western Life Group, Inc. as of Sep 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
- 116
- 0 vs. Q2 2023
- Shares held
- 3.00M
- +23.9K (+0.8%) vs. Q2 2023
- Total value
- $1.31B
- +$76.0M (+6.1%) vs. Q2 2023
- New holders
- 11
- 31 more added
- Sold out
- 11
- 47 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding National Western Life Group, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Moody National Bank Trust Division | 1,168,161 | $511.1M | 33.01% | +1,000+0.1% | Added |
| Continental General Insurance Co | 294,447 | $128.8M | 40.65% | +91,503+45.1% | Added |
| Dimensional Fund Advisors LP | 236,045 | $103.3M | 0.03% | +8,303+3.6% | Added |
| Vanguard Group Inc | 190,079 | $83.2M | 0.00% | −1,418−0.7% | Reduced |
| BlackRock Inc. | 174,152 | $76.2M | 0.00% | −2,397−1.4% | Reduced |
| FMR LLC | 124,361 | $54.4M | 0.00% | −25,961−17.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 80,213 | $35.1M | 0.06% | −601−0.7% | Reduced |
| M3F, Inc. | 70,316 | $30.8M | 10.28% | −12,634−15.2% | Reduced |
| Brandes Investment Partners, LP | 69,924 | $30.6M | 0.60% | −3,081−4.2% | Reduced |
| RK Asset Management, LLC | 54,282 | $23.7M | 22.22% | −1,357−2.4% | Reduced |
| Cooke & Bieler LP | 53,465 | $23.4M | 0.23% | −8,630−13.9% | Reduced |
| State Street Corp | 50,434 | $22.1M | 0.00% | +484+1.0% | Added |
| Ameriprise Financial Inc | 50,052 | $21.9M | 0.01% | −1,255−2.4% | Reduced |
| Geode Capital Management, LLC | 48,561 | $21.2M | 0.00% | +525+1.1% | Added |
| Tweedy, Browne Co LLC | 44,194 | $19.3M | 1.03% | −75−0.2% | Reduced |
| Northern Trust Corp | 25,623 | $11.2M | 0.00% | +140+0.5% | Added |
| Bridgeway Capital Management, LLC | 18,727 | $8.19M | 0.20% | +632+3.5% | Added |
| Charles Schwab Investment Management Inc | 17,353 | $7.59M | 0.00% | −2,960−14.6% | Reduced |
| Bank of New York Mellon Corp | 16,382 | $7.17M | 0.00% | +597+3.8% | Added |
| American Century Companies Inc | 15,076 | $6.60M | 0.01% | +451+3.1% | Added |
| Interval Partners, LP | 12,622 | $5.52M | 0.23% | +9,248+274.1% | Added |
| Invesco Ltd. | 12,180 | $5.33M | 0.00% | +43+0.4% | Added |
| Balyasny Asset Management LLC | 11,006 | $4.82M | 0.01% | +3,927+55.5% | Added |
| Fca Corp | 10,563 | $4.62M | 1.72% | +217+2.1% | Added |
| Millennium Management LLC | 8,835 | $3.87M | 0.00% | +8,835 | New |
| Bank of America Corp | 8,559 | $3.74M | 0.00% | +38+0.4% | Added |
| Empowered Funds, LLC | 7,949 | $3.48M | 0.10% | +632+8.6% | Added |
| Nuveen Asset Management, LLC | 6,531 | $2.86M | 0.00% | −77−1.2% | Reduced |
| Goldman Sachs Group Inc | 6,406 | $2.80M | 0.00% | +752+13.3% | Added |
| Westport Asset Management Inc | 5,542 | $2.42M | 1.43% | 00.0% | Unchanged |
| Morgan Stanley | 5,329 | $2.33M | 0.00% | −584−9.9% | Reduced |
| Citadel Advisors LLC | 5,329 | $2.33M | 0.00% | +5,329 | New |
| Swiss National Bank | 4,949 | $2.17M | 0.00% | −300−5.7% | Reduced |
| Credit Suisse AG | 4,517 | $1.98M | 0.00% | −83−1.8% | Reduced |
| Prudential Financial Inc | 4,301 | $1.88M | 0.00% | −820−16.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 4,300 | $1.88M | 0.02% | +3,300+330.0% | Added |
| Quinn Opportunity Partners LLC | 3,945 | $1.73M | 0.23% | −555−12.3% | Reduced |
| Rhumbline Advisers | 3,926 | $1.72M | 0.00% | +86+2.2% | Added |
| Royal Bank of Canada | 3,657 | $1.60M | 0.00% | +30+0.8% | Added |
| Jupiter Asset Management Ltd | 3,060 | $1.34M | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,574 | $1.13M | 0.00% | −163−6.0% | Reduced |
| California State Teachers Retirement System | 2,476 | $1.08M | 0.00% | −398−13.8% | Reduced |
| Arbiter Partners Capital Management LLC | 2,405 | $1.05M | 1.89% | −1,350−36.0% | Reduced |
| Renaissance Technologies LLC | 2,400 | $1.05M | 0.00% | −300−11.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 2,400 | $1.05M | 0.58% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 2,328 | $1.02M | 0.00% | +691+42.2% | Added |
| Westhampton Capital, LLC | 2,325 | $1.02M | 0.65% | −400−14.7% | Reduced |
| Legal & General Group Plc | 2,053 | $898.2K | 0.00% | +238+13.1% | Added |
| Alliancebernstein L.P. | 2,000 | $875.0K | 0.00% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 1,900 | $831.2K | 0.64% | −100−5.0% | Reduced |
| Price T Rowe Associates Inc | 1,754 | $768.0K | 0.00% | −153−8.0% | Reduced |
| Martingale Asset Management L P | 1,683 | $736.3K | 0.02% | −2−0.1% | Reduced |
| RBF Capital, LLC | 1,500 | $656.2K | 0.04% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 1,465 | $640.9K | 0.01% | −222−13.2% | Reduced |
| SEI Investments Co | 1,393 | $609.4K | 0.00% | −572−29.1% | Reduced |
| Dark Forest Capital Management LP | 1,384 | $605.5K | 0.05% | −404−22.6% | Reduced |
| Manufacturers Life Insurance Company, The | 1,323 | $578.8K | 0.00% | +444+50.5% | Added |
| Lazard Asset Management LLC | 1,208 | $528.0K | 0.00% | +1,208 | New |
| Dynamic Technology Lab Private Ltd | 1,185 | $518.0K | 0.05% | +1,185 | New |
| AQR Capital Management LLC | 1,173 | $513.2K | 0.00% | −11−0.9% | Reduced |
| State of Wisconsin Investment Board | 1,170 | $511.9K | 0.00% | +681+139.3% | Added |
| MetLife Investment Management | 1,149 | $502.7K | 0.00% | −49−4.1% | Reduced |
| American International Group, Inc. | 1,136 | $497.0K | 0.00% | +40+3.6% | Added |
| Beacon Pointe Advisors, LLC | 1,118 | $489.1K | 0.01% | +1,118 | New |
| Deutsche Bank AG | 1,099 | $480.8K | 0.00% | +159+16.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,086 | $475.0K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 1,059 | $462.7K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 1,046 | $457.6K | 0.00% | +35+3.5% | Added |
| Two Sigma Advisers, LP | 1,000 | $437.5K | 0.00% | −700−41.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,000 | $437.5K | 0.20% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 991 | $434.0K | 0.00% | −706−41.6% | Reduced |
| New York State Common Retirement Fund | 989 | $432.7K | 0.00% | −399−28.7% | Reduced |
| BNP Paribas Arbitrage, SA | 965 | $422.2K | 0.00% | +134+16.1% | Added |
| Voya Investment Management LLC | 939 | $410.8K | 0.00% | −10−1.1% | Reduced |
| Karpas Strategies, LLC | 926 | $405.3K | 0.15% | 00.0% | Unchanged |
| Barclays PLC | 807 | $353.1K | 0.00% | −90−10.0% | Reduced |
| STRS Ohio | 800 | $349.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 772 | $337.7K | 0.00% | −340−30.6% | Reduced |
| Winton Group Ltd | 759 | $332.1K | 0.03% | +759 | New |
| CWM Advisors, LLC | 707 | $309.3K | 0.04% | −53−7.0% | Reduced |
| LSV Asset Management | 700 | $306.0K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 653 | $285.7K | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 650 | $284.4K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 640 | $280.0K | 0.00% | −933−59.3% | Reduced |
| Arizona State Retirement System | 636 | $278.2K | 0.00% | −40−5.9% | Reduced |
| Mackenzie Financial Corp | 659 | $277.1K | 0.00% | −540−45.0% | Reduced |
| Denali Advisors LLC | 600 | $262.5K | 0.09% | −1,800−75.0% | Reduced |
| Assenagon Asset Management S.A. | 514 | $224.9K | 0.00% | +514 | New |
| First Financial Bank - Trust Division | 500 | $218.7K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 457 | $199.9K | 0.04% | −604−56.9% | Reduced |
| Great West Life Assurance Co | 234 | $102.0K | 0.00% | +157+203.9% | Added |
| Amalgamated Bank | 223 | $98.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 224 | $98.0K | 0.00% | +31+16.1% | Added |
| Elkhorn Partners Limited Partnership | 140 | $61.0K | 0.04% | −19−11.9% | Reduced |
| Citigroup Inc | 135 | $59.1K | 0.00% | −922−87.2% | Reduced |
| Ancora Advisors, LLC | 135 | $59.1K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 129 | $56.4K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 115 | $50.3K | 0.00% | −13−10.2% | Reduced |
| Advisor Group Holdings, Inc. | 81 | $35.4K | 0.00% | +15+22.7% | Added |
| Tower Research Capital LLC (TRC) | 76 | $33.2K | 0.00% | −128−62.7% | Reduced |