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 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 1 | $438 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 2 | $875 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2 | $875 | 0.00% | +2 | New |
| Russell Investments Group, Ltd. | 4 | $1.75K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 6 | $2.63K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 6 | $2.63K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 10 | $4.79K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 18 | $7.88K | 0.00% | +18 | New |
| Ellevest, Inc. | 19 | $8.31K | 0.00% | +19 | New |
| Whittier Trust Co | 20 | $8.75K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 34 | $14.9K | 0.00% | +15+78.9% | Added |
| Pin Oak Investment Advisors Inc | 37 | $16.0K | 0.02% | +37 | New |
| Lindbrook Capital, LLC | 41 | $17.9K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 48 | $21.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 56 | $24.0K | 0.02% | −9−13.8% | Reduced |
| Hall Laurie J Trustee | 73 | $32.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 76 | $33.2K | 0.00% | −128−62.7% | Reduced |
| Advisor Group Holdings, Inc. | 81 | $35.4K | 0.00% | +15+22.7% | Added |
| US Bancorp | 115 | $50.3K | 0.00% | −13−10.2% | Reduced |
| Metropolitan Life Insurance Co | 129 | $56.4K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 135 | $59.1K | 0.00% | −922−87.2% | Reduced |
| Ancora Advisors, LLC | 135 | $59.1K | 0.00% | 00.0% | Unchanged |
| Elkhorn Partners Limited Partnership | 140 | $61.0K | 0.04% | −19−11.9% | Reduced |
| Ameritas Investment Partners, Inc. | 224 | $98.0K | 0.00% | +31+16.1% | Added |
| Amalgamated Bank | 223 | $98.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 234 | $102.0K | 0.00% | +157+203.9% | Added |
| State of Wyoming | 457 | $199.9K | 0.04% | −604−56.9% | Reduced |
| First Financial Bank - Trust Division | 500 | $218.7K | 0.02% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 514 | $224.9K | 0.00% | +514 | New |
| Denali Advisors LLC | 600 | $262.5K | 0.09% | −1,800−75.0% | Reduced |
| Mackenzie Financial Corp | 659 | $277.1K | 0.00% | −540−45.0% | Reduced |
| Arizona State Retirement System | 636 | $278.2K | 0.00% | −40−5.9% | Reduced |
| UBS Group AG | 640 | $280.0K | 0.00% | −933−59.3% | Reduced |
| State Board of Administration of Florida Retirement System | 650 | $284.4K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 653 | $285.7K | 0.01% | 00.0% | Unchanged |
| LSV Asset Management | 700 | $306.0K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 707 | $309.3K | 0.04% | −53−7.0% | Reduced |
| Winton Group Ltd | 759 | $332.1K | 0.03% | +759 | New |
| Wells Fargo & Company | 772 | $337.7K | 0.00% | −340−30.6% | Reduced |
| STRS Ohio | 800 | $349.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 807 | $353.1K | 0.00% | −90−10.0% | Reduced |
| Karpas Strategies, LLC | 926 | $405.3K | 0.15% | 00.0% | Unchanged |
| Voya Investment Management LLC | 939 | $410.8K | 0.00% | −10−1.1% | Reduced |
| BNP Paribas Arbitrage, SA | 965 | $422.2K | 0.00% | +134+16.1% | Added |
| New York State Common Retirement Fund | 989 | $432.7K | 0.00% | −399−28.7% | Reduced |
| Public Employees Retirement Association of Colorado | 991 | $434.0K | 0.00% | −706−41.6% | Reduced |
| 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 |
| Franklin Resources Inc | 1,046 | $457.6K | 0.00% | +35+3.5% | Added |
| Janus Henderson Group PLC | 1,059 | $462.7K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 1,086 | $475.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 1,099 | $480.8K | 0.00% | +159+16.9% | Added |
| Beacon Pointe Advisors, LLC | 1,118 | $489.1K | 0.01% | +1,118 | New |
| American International Group, Inc. | 1,136 | $497.0K | 0.00% | +40+3.6% | Added |
| MetLife Investment Management | 1,149 | $502.7K | 0.00% | −49−4.1% | Reduced |
| State of Wisconsin Investment Board | 1,170 | $511.9K | 0.00% | +681+139.3% | Added |
| AQR Capital Management LLC | 1,173 | $513.2K | 0.00% | −11−0.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 1,185 | $518.0K | 0.05% | +1,185 | New |
| Lazard Asset Management LLC | 1,208 | $528.0K | 0.00% | +1,208 | New |
| Manufacturers Life Insurance Company, The | 1,323 | $578.8K | 0.00% | +444+50.5% | Added |
| Dark Forest Capital Management LP | 1,384 | $605.5K | 0.05% | −404−22.6% | Reduced |
| SEI Investments Co | 1,393 | $609.4K | 0.00% | −572−29.1% | Reduced |
| New York Life Investment Management LLC | 1,465 | $640.9K | 0.01% | −222−13.2% | Reduced |
| RBF Capital, LLC | 1,500 | $656.2K | 0.04% | 00.0% | Unchanged |
| Martingale Asset Management L P | 1,683 | $736.3K | 0.02% | −2−0.1% | Reduced |
| Price T Rowe Associates Inc | 1,754 | $768.0K | 0.00% | −153−8.0% | Reduced |
| Garrison Point Advisors, LLC | 1,900 | $831.2K | 0.64% | −100−5.0% | Reduced |
| Alliancebernstein L.P. | 2,000 | $875.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 2,053 | $898.2K | 0.00% | +238+13.1% | Added |
| Westhampton Capital, LLC | 2,325 | $1.02M | 0.65% | −400−14.7% | Reduced |
| UBS Asset Management Americas Inc | 2,328 | $1.02M | 0.00% | +691+42.2% | Added |
| Caldwell Sutter Capital, Inc. | 2,400 | $1.05M | 0.58% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 2,400 | $1.05M | 0.00% | −300−11.1% | Reduced |
| Arbiter Partners Capital Management LLC | 2,405 | $1.05M | 1.89% | −1,350−36.0% | Reduced |
| California State Teachers Retirement System | 2,476 | $1.08M | 0.00% | −398−13.8% | Reduced |
| JPMorgan Chase & Co | 2,574 | $1.13M | 0.00% | −163−6.0% | Reduced |
| Jupiter Asset Management Ltd | 3,060 | $1.34M | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,657 | $1.60M | 0.00% | +30+0.8% | Added |
| Rhumbline Advisers | 3,926 | $1.72M | 0.00% | +86+2.2% | Added |
| Quinn Opportunity Partners LLC | 3,945 | $1.73M | 0.23% | −555−12.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 4,300 | $1.88M | 0.02% | +3,300+330.0% | Added |
| Prudential Financial Inc | 4,301 | $1.88M | 0.00% | −820−16.0% | Reduced |
| Credit Suisse AG | 4,517 | $1.98M | 0.00% | −83−1.8% | Reduced |
| Swiss National Bank | 4,949 | $2.17M | 0.00% | −300−5.7% | Reduced |
| Citadel Advisors LLC | 5,329 | $2.33M | 0.00% | +5,329 | New |
| Morgan Stanley | 5,329 | $2.33M | 0.00% | −584−9.9% | Reduced |
| Westport Asset Management Inc | 5,542 | $2.42M | 1.43% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 6,406 | $2.80M | 0.00% | +752+13.3% | Added |
| Nuveen Asset Management, LLC | 6,531 | $2.86M | 0.00% | −77−1.2% | Reduced |
| Empowered Funds, LLC | 7,949 | $3.48M | 0.10% | +632+8.6% | Added |
| Bank of America Corp | 8,559 | $3.74M | 0.00% | +38+0.4% | Added |
| Millennium Management LLC | 8,835 | $3.87M | 0.00% | +8,835 | New |
| Fca Corp | 10,563 | $4.62M | 1.72% | +217+2.1% | Added |
| Balyasny Asset Management LLC | 11,006 | $4.82M | 0.01% | +3,927+55.5% | Added |
| Invesco Ltd. | 12,180 | $5.33M | 0.00% | +43+0.4% | Added |
| Interval Partners, LP | 12,622 | $5.52M | 0.23% | +9,248+274.1% | Added |
| American Century Companies Inc | 15,076 | $6.60M | 0.01% | +451+3.1% | Added |
| Bank of New York Mellon Corp | 16,382 | $7.17M | 0.00% | +597+3.8% | Added |
| Charles Schwab Investment Management Inc | 17,353 | $7.59M | 0.00% | −2,960−14.6% | Reduced |
| Bridgeway Capital Management, LLC | 18,727 | $8.19M | 0.20% | +632+3.5% | Added |