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 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 1 | $484 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2 | $967 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $1.93K | 0.00% | −6−60.0% | Reduced |
| Advisory Services Network, LLC | 5 | $2.42K | 0.00% | +5 | New |
| Huntington National Bank | 6 | $2.90K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 6 | $2.90K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 9 | $4.35K | 0.00% | +9 | New |
| Russell Investments Group, Ltd. | 11 | $5.31K | 0.00% | +7+175.0% | Added |
| GAMMA Investing LLC | 18 | $8.71K | 0.00% | +18 | New |
| Whittier Trust Co | 20 | $9.66K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 37 | $18.0K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 47 | $22.7K | 0.00% | −1−2.1% | Reduced |
| Lindbrook Capital, LLC | 47 | $22.7K | 0.00% | +6+14.6% | Added |
| Parallel Advisors, LLC | 48 | $23.2K | 0.00% | +14+41.2% | Added |
| Covestor Ltd | 67 | $32.0K | 0.02% | +11+19.6% | Added |
| Hall Laurie J Trustee | 73 | $35.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 74 | $35.7K | 0.00% | −2−2.6% | Reduced |
| Elkhorn Partners Limited Partnership | 95 | $46.0K | 0.03% | −45−32.1% | Reduced |
| Longfellow Investment Management Co LLC | 107 | $51.7K | 0.01% | +107 | New |
| US Bancorp | 118 | $57.0K | 0.00% | +3+2.6% | Added |
| Metropolitan Life Insurance Co | 129 | $62.3K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 135 | $65.2K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 200 | $97.0K | 0.00% | −23−10.3% | Reduced |
| Ameritas Investment Partners, Inc. | 224 | $108.2K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 234 | $112.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 348 | $168.1K | 0.00% | +348 | New |
| SG Americas Securities, LLC | 433 | $209.0K | 0.00% | +433 | New |
| Creative Planning | 442 | $213.5K | 0.00% | +442 | New |
| Graham Capital Management, L.P. | 449 | $216.9K | 0.01% | +449 | New |
| D. E. Shaw & Co., Inc. | 484 | $233.8K | 0.00% | +484 | New |
| Versor Investments LP | 495 | $239.1K | 0.05% | +495 | New |
| Two Sigma Advisers, LP | 500 | $241.5K | 0.00% | −500−50.0% | Reduced |
| First Financial Bank - Trust Division | 500 | $241.5K | 0.02% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 500 | $241.5K | 0.00% | +500 | New |
| Flow State Investments, L.P. | 545 | $263.2K | 0.09% | +545 | New |
| Citadel Advisors LLC | 569 | $274.8K | 0.00% | −4,760−89.3% | Reduced |
| Arizona State Retirement System | 577 | $278.7K | 0.00% | −59−9.3% | Reduced |
| Citigroup Inc | 580 | $280.2K | 0.00% | +445+329.6% | Added |
| Victory Capital Management Inc | 581 | $280.6K | 0.00% | +581 | New |
| BNP Paribas Arbitrage, SA | 632 | $305.3K | 0.00% | −333−34.5% | Reduced |
| State Board of Administration of Florida Retirement System | 650 | $314.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 668 | $322.7K | 0.00% | +587+724.7% | Added |
| Public Employees Retirement Association of Colorado | 670 | $324.0K | 0.00% | −321−32.4% | Reduced |
| Oxford Asset Management LLP | 711 | $343.0K | 0.52% | +711 | New |
| Diametric Capital, LP | 760 | $367.1K | 0.22% | +760 | New |
| CWM Advisors, LLC | 796 | $384.5K | 0.04% | +89+12.6% | Added |
| Blackstone Group Inc. | 830 | $400.9K | 0.00% | +830 | New |
| CenterBook Partners LP | 904 | $436.6K | 0.05% | +904 | New |
| Voya Investment Management LLC | 920 | $444.4K | 0.00% | −19−2.0% | Reduced |
| Karpas Strategies, LLC | 927 | $447.7K | 0.15% | +1+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 951 | $460.0K | 0.00% | −135−12.4% | Reduced |
| Wells Fargo & Company | 963 | $465.0K | 0.00% | +191+24.7% | Added |
| New York State Common Retirement Fund | 990 | $478.2K | 0.00% | +1+0.1% | Added |
| 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 |
| Jane Street Group, LLC | 1,011 | $488.3K | 0.00% | +1,011 | New |
| CSS LLC | 1,069 | $516.3K | 0.04% | +1,069 | New |
| Deutsche Bank AG | 1,074 | $518.8K | 0.00% | −25−2.3% | Reduced |
| Beacon Pointe Advisors, LLC | 1,118 | $540.0K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 1,132 | $546.8K | 0.00% | −4−0.4% | Reduced |
| MetLife Investment Management | 1,149 | $555.0K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 1,179 | $569.0K | 0.05% | +1,179 | New |
| Martingale Asset Management L P | 1,289 | $622.6K | 0.01% | −394−23.4% | Reduced |
| Manufacturers Life Insurance Company, The | 1,298 | $627.0K | 0.00% | −25−1.9% | Reduced |
| STRS Ohio | 1,400 | $676.0K | 0.00% | +600+75.0% | Added |
| Guggenheim Capital LLC | 1,490 | $719.7K | 0.01% | +1,490 | New |
| 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 |
| Westport Asset Management Inc | 1,542 | $744.8K | 0.40% | −4,000−72.2% | Reduced |
| SEI Investments Co | 1,549 | $748.2K | 0.00% | +156+11.2% | Added |
| Algert Global LLC | 1,563 | $755.0K | 0.03% | +910+139.4% | Added |
| Prelude Capital Management, LLC | 1,619 | $782.0K | 0.07% | +1,619 | New |
| ACR Alpine Capital Research, LLC | 1,681 | $812.0K | 0.03% | +1,681 | New |
| Westhampton Capital, LLC | 1,700 | $821.1K | 0.49% | −625−26.9% | Reduced |
| Price T Rowe Associates Inc | 1,710 | $826.0K | 0.00% | −44−2.5% | Reduced |
| HRT Financial LP | 1,870 | $903.0K | 0.01% | +1,870 | New |
| Garrison Point Advisors, LLC | 1,900 | $917.7K | 0.65% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,951 | $942.4K | 0.00% | −102−5.0% | Reduced |
| Gabelli Funds LLC | 2,000 | $966.0K | 0.01% | +2,000 | New |
| DLD Asset Management, LP | 2,200 | $1.06M | 0.17% | +2,200 | New |
| California State Teachers Retirement System | 2,212 | $1.07M | 0.00% | −264−10.7% | Reduced |
| Alliancebernstein L.P. | 2,260 | $1.09M | 0.00% | +260+13.0% | Added |
| PenderFund Capital Management Ltd. | 1,800 | $1.15M | 0.38% | +1,800 | New |
| Caldwell Sutter Capital, Inc. | 2,400 | $1.16M | 0.59% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 2,760 | $1.33M | 0.00% | +2,760 | New |
| BCK Capital Management LP | 2,850 | $1.38M | 1.35% | +2,850 | New |
| Canada Pension Plan Investment Board | 3,000 | $1.45M | 0.00% | +3,000 | New |
| Nomura Holdings Inc | 3,109 | $1.50M | 0.01% | +3,109 | New |
| Water Island Capital LLC | 3,320 | $1.60M | 0.16% | +3,320 | New |
| Wolverine Asset Management LLC | 3,332 | $1.61M | 0.03% | +3,332 | New |
| UBS Group AG | 3,360 | $1.62M | 0.00% | +2,720+425.0% | Added |
| First Trust Advisors LP | 3,471 | $1.68M | 0.00% | +3,471 | New |
| UBS Asset Management Americas Inc | 3,502 | $1.69M | 0.00% | +1,174+50.4% | Added |
| Susquehanna International Group, LLP | 3,733 | $1.80M | 0.00% | +3,733 | New |
| Rhumbline Advisers | 3,831 | $1.85M | 0.00% | −95−2.4% | Reduced |
| Royal Bank of Canada | 3,885 | $1.88M | 0.00% | +228+6.2% | Added |
| Quinn Opportunity Partners LLC | 3,945 | $1.91M | 0.22% | 00.0% | Unchanged |
| Chicago Capital Management, LLC | 3,963 | $1.91M | 3.04% | +3,963 | New |
| Swiss National Bank | 4,049 | $1.96M | 0.00% | −900−18.2% | Reduced |
| Verition Fund Management LLC | 4,200 | $2.03M | 0.02% | +4,200 | New |