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 |
|---|---|---|---|---|---|
| Tudor Investment Corp Et Al | 4,501 | $2.17M | 0.03% | +4,501 | New |
| Sagefield Capital LP | 4,855 | $2.35M | 0.30% | +4,855 | New |
| New York Life Investment Management LLC | 4,903 | $2.37M | 0.02% | +3,438+234.7% | Added |
| Moore Capital Management, LP | 5,000 | $2.42M | 0.06% | +5,000 | New |
| Barclays PLC | 5,029 | $2.43M | 0.00% | +4,222+523.2% | Added |
| JPMorgan Chase & Co | 5,883 | $2.84M | 0.00% | +3,309+128.6% | Added |
| Empowered Funds, LLC | 5,991 | $2.89M | 0.07% | −1,958−24.6% | Reduced |
| Invesco Ltd. | 6,406 | $3.09M | 0.00% | −5,774−47.4% | Reduced |
| Nuveen Asset Management, LLC | 6,592 | $3.18M | 0.00% | +61+0.9% | Added |
| Ameriprise Financial Inc | 6,802 | $3.29M | 0.00% | −43,250−86.4% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 7,131 | $3.44M | 0.02% | +7,131 | New |
| Bank of Montreal | 7,476 | $3.62M | 0.00% | +7,476 | New |
| Yakira Capital Management, Inc. | 8,001 | $3.86M | 1.26% | +8,001 | New |
| Brandes Investment Partners, LP | 8,158 | $3.94M | 0.06% | −61,766−88.3% | Reduced |
| Crabel Capital Management, LLC | 8,333 | $4.03M | 1.89% | +8,333 | New |
| Public Employees Retirement System of Ohio | 8,400 | $4.06M | 0.02% | +8,400 | New |
| State of Wisconsin Investment Board | 8,995 | $4.34M | 0.01% | +7,825+668.8% | Added |
| FMR LLC | 9,522 | $4.60M | 0.00% | −114,839−92.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 10,300 | $4.98M | 0.27% | +10,300 | New |
| Bank of America Corp | 10,489 | $5.07M | 0.00% | +1,930+22.5% | Added |
| Fca Corp | 10,527 | $5.08M | 1.75% | −36−0.3% | Reduced |
| Credit Suisse AG | 12,320 | $5.95M | 0.01% | +7,803+172.7% | Added |
| Renaissance Technologies LLC | 13,500 | $6.52M | 0.01% | +11,100+462.5% | Added |
| Bank of New York Mellon Corp | 14,145 | $6.83M | 0.00% | −2,237−13.7% | Reduced |
| American Century Companies Inc | 15,087 | $7.29M | 0.01% | +11+0.1% | Added |
| Bridgeway Capital Management, LLC | 15,269 | $7.38M | 0.16% | −3,458−18.5% | Reduced |
| Westchester Capital Management, LLC | 15,807 | $7.64M | 0.31% | +15,807 | New |
| CNH Partners LLC | 16,820 | $8.12M | 0.33% | +16,820 | New |
| Millennium Management LLC | 16,901 | $8.16M | 0.01% | +8,066+91.3% | Added |
| Janus Henderson Group PLC | 17,258 | $8.34M | 0.00% | +16,199+1,529.7% | Added |
| Charles Schwab Investment Management Inc | 17,420 | $8.41M | 0.00% | +67+0.4% | Added |
| Goldman Sachs Group Inc | 20,691 | $9.99M | 0.00% | +14,285+223.0% | Added |
| Vivaldi Asset Management, LLC | 22,950 | $11.1M | 0.85% | +22,950 | New |
| HSBC Holdings PLC | 24,727 | $11.9M | 0.01% | +24,727 | New |
| Northern Trust Corp | 25,863 | $12.5M | 0.00% | +240+0.9% | Added |
| Qube Research & Technologies Ltd | 28,727 | $13.9M | 0.03% | +28,727 | New |
| Balyasny Asset Management LLC | 31,537 | $15.2M | 0.04% | +20,531+186.5% | Added |
| Woodline Partners LP | 40,000 | $19.3M | 0.21% | +40,000 | New |
| Tweedy, Browne Co LLC | 43,907 | $21.2M | 1.04% | −287−0.6% | Reduced |
| Morgan Stanley | 44,092 | $21.3M | 0.00% | +38,763+727.4% | Added |
| RK Asset Management, LLC | 49,203 | $23.8M | 19.72% | −5,079−9.4% | Reduced |
| Geode Capital Management, LLC | 50,136 | $24.2M | 0.00% | +1,575+3.2% | Added |
| State Street Corp | 50,859 | $24.6M | 0.00% | +425+0.8% | Added |
| Highland Capital Management Fund Advisors, L.P. | 60,354 | $29.2M | 4.42% | +60,354 | New |
| M3F, Inc. | 60,782 | $29.4M | 9.32% | −9,534−13.6% | Reduced |
| Magnetar Financial LLC | 67,482 | $32.6M | 0.83% | +67,482 | New |
| Allspring Global Investments Holdings, LLC | 88,894 | $42.9M | 0.07% | +8,681+10.8% | Added |
| Glazer Capital, LLC | 92,616 | $44.7M | 4.61% | +92,616 | New |
| Vanguard Group Inc | 191,609 | $92.6M | 0.00% | +1,530+0.8% | Added |
| BlackRock Inc. | 194,560 | $94.0M | 0.00% | +20,408+11.7% | Added |
| Dimensional Fund Advisors LP | 229,371 | $110.8M | 0.03% | −6,674−2.8% | Reduced |
| Moody National Bank Trust Division | 1,109,377 | $535.9M | 41.76% | −58,784−5.0% | Reduced |
| Continental General Insurance Co | 0 | $0 | 0.00% | −294,447−100.0% | Sold out |
| Cooke & Bieler LP | 0 | $0 | 0.00% | −53,465−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −12,622−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −4,301−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −4,300−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −3,060−100.0% | Sold out |
| Arbiter Partners Capital Management LLC | 0 | $0 | 0.00% | −2,405−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −1,208−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −1,185−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −1,173−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −1,046−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −759−100.0% | Sold out |
| LSV Asset Management | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −659−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −514−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −457−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −2−100.0% | Sold out |