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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 963 | $465.0K | 0.00% | +191+24.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 951 | $460.0K | 0.00% | −135−12.4% | Reduced |
| Karpas Strategies, LLC | 927 | $447.7K | 0.15% | +1+0.1% | Added |
| Voya Investment Management LLC | 920 | $444.4K | 0.00% | −19−2.0% | Reduced |
| CenterBook Partners LP | 904 | $436.6K | 0.05% | +904 | New |
| Blackstone Group Inc. | 830 | $400.9K | 0.00% | +830 | New |
| CWM Advisors, LLC | 796 | $384.5K | 0.04% | +89+12.6% | Added |
| Diametric Capital, LP | 760 | $367.1K | 0.22% | +760 | New |
| Oxford Asset Management LLP | 711 | $343.0K | 0.52% | +711 | New |
| Public Employees Retirement Association of Colorado | 670 | $324.0K | 0.00% | −321−32.4% | Reduced |
| Advisor Group Holdings, Inc. | 668 | $322.7K | 0.00% | +587+724.7% | Added |
| State Board of Administration of Florida Retirement System | 650 | $314.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 632 | $305.3K | 0.00% | −333−34.5% | Reduced |
| Victory Capital Management Inc | 581 | $280.6K | 0.00% | +581 | New |
| Citigroup Inc | 580 | $280.2K | 0.00% | +445+329.6% | Added |
| Arizona State Retirement System | 577 | $278.7K | 0.00% | −59−9.3% | Reduced |
| Citadel Advisors LLC | 569 | $274.8K | 0.00% | −4,760−89.3% | Reduced |
| Flow State Investments, L.P. | 545 | $263.2K | 0.09% | +545 | 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 |
| Versor Investments LP | 495 | $239.1K | 0.05% | +495 | New |
| D. E. Shaw & Co., Inc. | 484 | $233.8K | 0.00% | +484 | New |
| Graham Capital Management, L.P. | 449 | $216.9K | 0.01% | +449 | New |
| Creative Planning | 442 | $213.5K | 0.00% | +442 | New |
| SG Americas Securities, LLC | 433 | $209.0K | 0.00% | +433 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 348 | $168.1K | 0.00% | +348 | New |
| Great West Life Assurance Co | 234 | $112.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 224 | $108.2K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 200 | $97.0K | 0.00% | −23−10.3% | Reduced |
| Ancora Advisors, LLC | 135 | $65.2K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 129 | $62.3K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 118 | $57.0K | 0.00% | +3+2.6% | Added |
| Longfellow Investment Management Co LLC | 107 | $51.7K | 0.01% | +107 | New |
| Elkhorn Partners Limited Partnership | 95 | $46.0K | 0.03% | −45−32.1% | Reduced |
| Tower Research Capital LLC (TRC) | 74 | $35.7K | 0.00% | −2−2.6% | Reduced |
| Hall Laurie J Trustee | 73 | $35.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 67 | $32.0K | 0.02% | +11+19.6% | Added |
| Parallel Advisors, LLC | 48 | $23.2K | 0.00% | +14+41.2% | Added |
| Signaturefd, LLC | 47 | $22.7K | 0.00% | −1−2.1% | Reduced |
| Lindbrook Capital, LLC | 47 | $22.7K | 0.00% | +6+14.6% | Added |
| Pin Oak Investment Advisors Inc | 37 | $18.0K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 20 | $9.66K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 18 | $8.71K | 0.00% | +18 | New |
| Russell Investments Group, Ltd. | 11 | $5.31K | 0.00% | +7+175.0% | Added |
| Fortitude Family Office, LLC | 9 | $4.35K | 0.00% | +9 | New |
| Bell Investment Advisors, Inc | 6 | $2.90K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 6 | $2.90K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 5 | $2.42K | 0.00% | +5 | New |
| Carolinas Wealth Consulting LLC | 4 | $1.93K | 0.00% | −6−60.0% | Reduced |
| Allworth Financial LP | 2 | $967 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1 | $484 | 0.00% | 00.0% | Unchanged |
| 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 |