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, Q4 2023
Institutional positions in National Western Life Group, Inc. as of Dec 31, 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
- 152
- +36 vs. Q3 2023
- Shares held
- 2.96M
- −39.6K (−1.3%) vs. Q3 2023
- Total value
- $1.43B
- +$117.8M (+9.0%) vs. Q3 2023
- New holders
- 56
- 40 more added
- Sold out
- 20
- 36 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding National Western Life Group, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Moody National Bank Trust Division | 1,109,377 | $535.9M | 41.76% | −58,784−5.0% | Reduced |
| Dimensional Fund Advisors LP | 229,371 | $110.8M | 0.03% | −6,674−2.8% | Reduced |
| BlackRock Inc. | 194,560 | $94.0M | 0.00% | +20,408+11.7% | Added |
| Vanguard Group Inc | 191,609 | $92.6M | 0.00% | +1,530+0.8% | Added |
| Glazer Capital, LLC | 92,616 | $44.7M | 4.61% | +92,616 | New |
| Allspring Global Investments Holdings, LLC | 88,894 | $42.9M | 0.07% | +8,681+10.8% | Added |
| Magnetar Financial LLC | 67,482 | $32.6M | 0.83% | +67,482 | New |
| M3F, Inc. | 60,782 | $29.4M | 9.32% | −9,534−13.6% | Reduced |
| Highland Capital Management Fund Advisors, L.P. | 60,354 | $29.2M | 4.42% | +60,354 | New |
| State Street Corp | 50,859 | $24.6M | 0.00% | +425+0.8% | Added |
| Geode Capital Management, LLC | 50,136 | $24.2M | 0.00% | +1,575+3.2% | Added |
| RK Asset Management, LLC | 49,203 | $23.8M | 19.72% | −5,079−9.4% | Reduced |
| Morgan Stanley | 44,092 | $21.3M | 0.00% | +38,763+727.4% | Added |
| Tweedy, Browne Co LLC | 43,907 | $21.2M | 1.04% | −287−0.6% | Reduced |
| Woodline Partners LP | 40,000 | $19.3M | 0.21% | +40,000 | New |
| Balyasny Asset Management LLC | 31,537 | $15.2M | 0.04% | +20,531+186.5% | Added |
| Qube Research & Technologies Ltd | 28,727 | $13.9M | 0.03% | +28,727 | New |
| Northern Trust Corp | 25,863 | $12.5M | 0.00% | +240+0.9% | Added |
| HSBC Holdings PLC | 24,727 | $11.9M | 0.01% | +24,727 | New |
| Vivaldi Asset Management, LLC | 22,950 | $11.1M | 0.85% | +22,950 | New |
| Goldman Sachs Group Inc | 20,691 | $9.99M | 0.00% | +14,285+223.0% | Added |
| Charles Schwab Investment Management Inc | 17,420 | $8.41M | 0.00% | +67+0.4% | Added |
| Janus Henderson Group PLC | 17,258 | $8.34M | 0.00% | +16,199+1,529.7% | Added |
| Millennium Management LLC | 16,901 | $8.16M | 0.01% | +8,066+91.3% | Added |
| CNH Partners LLC | 16,820 | $8.12M | 0.33% | +16,820 | New |
| Westchester Capital Management, LLC | 15,807 | $7.64M | 0.31% | +15,807 | New |
| Bridgeway Capital Management, LLC | 15,269 | $7.38M | 0.16% | −3,458−18.5% | Reduced |
| American Century Companies Inc | 15,087 | $7.29M | 0.01% | +11+0.1% | Added |
| Bank of New York Mellon Corp | 14,145 | $6.83M | 0.00% | −2,237−13.7% | Reduced |
| Renaissance Technologies LLC | 13,500 | $6.52M | 0.01% | +11,100+462.5% | Added |
| Credit Suisse AG | 12,320 | $5.95M | 0.01% | +7,803+172.7% | Added |
| Fca Corp | 10,527 | $5.08M | 1.75% | −36−0.3% | Reduced |
| Bank of America Corp | 10,489 | $5.07M | 0.00% | +1,930+22.5% | Added |
| Tokio Marine Asset Management Co Ltd | 10,300 | $4.98M | 0.27% | +10,300 | New |
| FMR LLC | 9,522 | $4.60M | 0.00% | −114,839−92.3% | Reduced |
| State of Wisconsin Investment Board | 8,995 | $4.34M | 0.01% | +7,825+668.8% | Added |
| Public Employees Retirement System of Ohio | 8,400 | $4.06M | 0.02% | +8,400 | New |
| Crabel Capital Management, LLC | 8,333 | $4.03M | 1.89% | +8,333 | New |
| Brandes Investment Partners, LP | 8,158 | $3.94M | 0.06% | −61,766−88.3% | Reduced |
| Yakira Capital Management, Inc. | 8,001 | $3.86M | 1.26% | +8,001 | New |
| Bank of Montreal | 7,476 | $3.62M | 0.00% | +7,476 | New |
| Skandinaviska Enskilda Banken AB (publ) | 7,131 | $3.44M | 0.02% | +7,131 | New |
| Ameriprise Financial Inc | 6,802 | $3.29M | 0.00% | −43,250−86.4% | Reduced |
| Nuveen Asset Management, LLC | 6,592 | $3.18M | 0.00% | +61+0.9% | Added |
| Invesco Ltd. | 6,406 | $3.09M | 0.00% | −5,774−47.4% | Reduced |
| Empowered Funds, LLC | 5,991 | $2.89M | 0.07% | −1,958−24.6% | Reduced |
| JPMorgan Chase & Co | 5,883 | $2.84M | 0.00% | +3,309+128.6% | Added |
| Barclays PLC | 5,029 | $2.43M | 0.00% | +4,222+523.2% | Added |
| Moore Capital Management, LP | 5,000 | $2.42M | 0.06% | +5,000 | New |
| New York Life Investment Management LLC | 4,903 | $2.37M | 0.02% | +3,438+234.7% | Added |
| Sagefield Capital LP | 4,855 | $2.35M | 0.30% | +4,855 | New |
| Tudor Investment Corp Et Al | 4,501 | $2.17M | 0.03% | +4,501 | New |
| Verition Fund Management LLC | 4,200 | $2.03M | 0.02% | +4,200 | New |
| Swiss National Bank | 4,049 | $1.96M | 0.00% | −900−18.2% | Reduced |
| Chicago Capital Management, LLC | 3,963 | $1.91M | 3.04% | +3,963 | New |
| Quinn Opportunity Partners LLC | 3,945 | $1.91M | 0.22% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,885 | $1.88M | 0.00% | +228+6.2% | Added |
| Rhumbline Advisers | 3,831 | $1.85M | 0.00% | −95−2.4% | Reduced |
| Susquehanna International Group, LLP | 3,733 | $1.80M | 0.00% | +3,733 | New |
| UBS Asset Management Americas Inc | 3,502 | $1.69M | 0.00% | +1,174+50.4% | Added |
| First Trust Advisors LP | 3,471 | $1.68M | 0.00% | +3,471 | New |
| UBS Group AG | 3,360 | $1.62M | 0.00% | +2,720+425.0% | Added |
| Wolverine Asset Management LLC | 3,332 | $1.61M | 0.03% | +3,332 | New |
| Water Island Capital LLC | 3,320 | $1.60M | 0.16% | +3,320 | New |
| Nomura Holdings Inc | 3,109 | $1.50M | 0.01% | +3,109 | New |
| Canada Pension Plan Investment Board | 3,000 | $1.45M | 0.00% | +3,000 | New |
| BCK Capital Management LP | 2,850 | $1.38M | 1.35% | +2,850 | New |
| Pictet Asset Management Holding SA | 2,760 | $1.33M | 0.00% | +2,760 | New |
| Caldwell Sutter Capital, Inc. | 2,400 | $1.16M | 0.59% | 00.0% | Unchanged |
| PenderFund Capital Management Ltd. | 1,800 | $1.15M | 0.38% | +1,800 | New |
| Alliancebernstein L.P. | 2,260 | $1.09M | 0.00% | +260+13.0% | Added |
| California State Teachers Retirement System | 2,212 | $1.07M | 0.00% | −264−10.7% | Reduced |
| DLD Asset Management, LP | 2,200 | $1.06M | 0.17% | +2,200 | New |
| Gabelli Funds LLC | 2,000 | $966.0K | 0.01% | +2,000 | New |
| Legal & General Group Plc | 1,951 | $942.4K | 0.00% | −102−5.0% | Reduced |
| Garrison Point Advisors, LLC | 1,900 | $917.7K | 0.65% | 00.0% | Unchanged |
| HRT Financial LP | 1,870 | $903.0K | 0.01% | +1,870 | New |
| Price T Rowe Associates Inc | 1,710 | $826.0K | 0.00% | −44−2.5% | Reduced |
| Westhampton Capital, LLC | 1,700 | $821.1K | 0.49% | −625−26.9% | Reduced |
| ACR Alpine Capital Research, LLC | 1,681 | $812.0K | 0.03% | +1,681 | New |
| Prelude Capital Management, LLC | 1,619 | $782.0K | 0.07% | +1,619 | New |
| Algert Global LLC | 1,563 | $755.0K | 0.03% | +910+139.4% | Added |
| SEI Investments Co | 1,549 | $748.2K | 0.00% | +156+11.2% | Added |
| Westport Asset Management Inc | 1,542 | $744.8K | 0.40% | −4,000−72.2% | Reduced |
| RBF Capital, LLC | 1,500 | $724.5K | 0.05% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,500 | $724.5K | 0.11% | +116+8.4% | Added |
| Guggenheim Capital LLC | 1,490 | $719.7K | 0.01% | +1,490 | New |
| STRS Ohio | 1,400 | $676.0K | 0.00% | +600+75.0% | Added |
| Manufacturers Life Insurance Company, The | 1,298 | $627.0K | 0.00% | −25−1.9% | Reduced |
| Martingale Asset Management L P | 1,289 | $622.6K | 0.01% | −394−23.4% | Reduced |
| Virtu Financial LLC | 1,179 | $569.0K | 0.05% | +1,179 | New |
| MetLife Investment Management | 1,149 | $555.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 1,132 | $546.8K | 0.00% | −4−0.4% | Reduced |
| Beacon Pointe Advisors, LLC | 1,118 | $540.0K | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 1,074 | $518.8K | 0.00% | −25−2.3% | Reduced |
| CSS LLC | 1,069 | $516.3K | 0.04% | +1,069 | New |
| Jane Street Group, LLC | 1,011 | $488.3K | 0.00% | +1,011 | New |
| Wiley Bros.-Aintree Capital, LLC | 1,000 | $483.0K | 0.12% | 00.0% | Unchanged |
| Marshall Wace, LLP | 1,000 | $483.0K | 0.00% | +1,000 | New |
| New York State Common Retirement Fund | 990 | $478.2K | 0.00% | +1+0.1% | Added |