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 |
|---|---|---|---|---|---|
| Northern Trust Corp | 25,623 | $11.2M | 0.00% | +140+0.5% | Added |
| Tweedy, Browne Co LLC | 44,194 | $19.3M | 1.03% | −75−0.2% | Reduced |
| Geode Capital Management, LLC | 48,561 | $21.2M | 0.00% | +525+1.1% | Added |
| Ameriprise Financial Inc | 50,052 | $21.9M | 0.01% | −1,255−2.4% | Reduced |
| State Street Corp | 50,434 | $22.1M | 0.00% | +484+1.0% | Added |
| Cooke & Bieler LP | 53,465 | $23.4M | 0.23% | −8,630−13.9% | Reduced |
| RK Asset Management, LLC | 54,282 | $23.7M | 22.22% | −1,357−2.4% | Reduced |
| Brandes Investment Partners, LP | 69,924 | $30.6M | 0.60% | −3,081−4.2% | Reduced |
| M3F, Inc. | 70,316 | $30.8M | 10.28% | −12,634−15.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 80,213 | $35.1M | 0.06% | −601−0.7% | Reduced |
| FMR LLC | 124,361 | $54.4M | 0.00% | −25,961−17.3% | Reduced |
| BlackRock Inc. | 174,152 | $76.2M | 0.00% | −2,397−1.4% | Reduced |
| Vanguard Group Inc | 190,079 | $83.2M | 0.00% | −1,418−0.7% | Reduced |
| Dimensional Fund Advisors LP | 236,045 | $103.3M | 0.03% | +8,303+3.6% | Added |
| Continental General Insurance Co | 294,447 | $128.8M | 40.65% | +91,503+45.1% | Added |
| Moody National Bank Trust Division | 1,168,161 | $511.1M | 33.01% | +1,000+0.1% | Added |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −20,987−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −13,267−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −6,451−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −1,625−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −952−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −778−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −669−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −543−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −98−100.0% | Sold out |
| 25 LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| EA Series Trust | – | – | – | – | Not filed |