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, Q1 2024
Institutional positions in National Western Life Group, Inc. as of Mar 31, 2024. 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
- 155
- +3 vs. Q4 2023
- Shares held
- 3.01M
- +49.9K (+1.7%) vs. Q4 2023
- Total value
- $1.48B
- +$51.1M (+3.6%) vs. Q4 2023
- New holders
- 18
- 44 more added
- Sold out
- 15
- 53 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding National Western Life Group, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Moody National Bank Trust Division | 1,089,377 | $535.9M | 42.24% | −20,000−1.8% | Reduced |
| Dimensional Fund Advisors LP | 218,266 | $107.4M | 0.03% | −11,105−4.8% | Reduced |
| Vanguard Group Inc | 209,149 | $102.9M | 0.00% | +17,540+9.2% | Added |
| BlackRock Inc. | 187,286 | $92.1M | 0.00% | −7,274−3.7% | Reduced |
| Glazer Capital, LLC | 120,085 | $59.1M | 6.15% | +27,469+29.7% | Added |
| Highland Capital Management Fund Advisors, L.P. | 69,977 | $34.4M | 5.29% | +9,623+15.9% | Added |
| Magnetar Financial LLC | 67,482 | $33.2M | 0.74% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 51,309 | $25.2M | 0.00% | +1,173+2.3% | Added |
| State Street Corp | 51,087 | $25.1M | 0.00% | +228+0.4% | Added |
| Qube Research & Technologies Ltd | 47,298 | $23.3M | 0.04% | +18,571+64.6% | Added |
| RK Asset Management, LLC | 47,217 | $23.2M | 18.91% | −1,986−4.0% | Reduced |
| Woodline Partners LP | 46,801 | $23.0M | 0.21% | +6,801+17.0% | Added |
| Tweedy, Browne Co LLC | 43,882 | $21.6M | 1.01% | −25−0.1% | Reduced |
| Morgan Stanley | 39,981 | $19.7M | 0.00% | −4,111−9.3% | Reduced |
| Westchester Capital Management, LLC | 39,706 | $19.5M | 0.83% | +23,899+151.2% | Added |
| Vivaldi Asset Management, LLC | 39,561 | $19.5M | 1.65% | +16,611+72.4% | Added |
| Millennium Management LLC | 35,085 | $17.3M | 0.01% | +18,184+107.6% | Added |
| Goldman Sachs Group Inc | 34,576 | $17.0M | 0.00% | +13,885+67.1% | Added |
| JPMorgan Chase & Co | 33,768 | $16.6M | 0.00% | +27,885+474.0% | Added |
| M3F, Inc. | 31,821 | $15.7M | 5.54% | −28,961−47.6% | Reduced |
| Balyasny Asset Management LLC | 31,503 | $15.5M | 0.04% | −34−0.1% | Reduced |
| HSBC Holdings PLC | 27,628 | $13.6M | 0.01% | +2,901+11.7% | Added |
| Northern Trust Corp | 25,332 | $12.5M | 0.00% | −531−2.1% | Reduced |
| Janus Henderson Group PLC | 23,481 | $11.5M | 0.01% | +6,223+36.1% | Added |
| Tokio Marine Asset Management Co Ltd | 22,960 | $11.3M | 0.57% | +12,660+122.9% | Added |
| Charles Schwab Investment Management Inc | 17,662 | $8.69M | 0.00% | +242+1.4% | Added |
| CNH Partners LLC | 16,820 | $8.27M | 0.29% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 16,182 | $7.96M | 0.01% | +2,682+19.9% | Added |
| Bank of Montreal | 14,640 | $7.20M | 0.00% | +7,164+95.8% | Added |
| Bank of New York Mellon Corp | 12,385 | $6.09M | 0.00% | −1,760−12.4% | Reduced |
| Alpine Associates Management Inc. | 11,148 | $5.48M | 0.21% | +11,148 | New |
| Gabelli Funds LLC | 10,956 | $5.39M | 0.04% | +8,956+447.8% | Added |
| Fca Corp | 10,537 | $5.18M | 1.68% | +10+0.1% | Added |
| FMR LLC | 9,503 | $4.68M | 0.00% | −19−0.2% | Reduced |
| Capula Management Ltd | 9,424 | $4.64M | 0.16% | +9,424 | New |
| LMR Partners LLP | 9,213 | $4.53M | 0.12% | +9,213 | New |
| Yakira Capital Management, Inc. | 8,980 | $4.42M | 1.53% | +979+12.2% | Added |
| State of Wisconsin Investment Board | 8,962 | $4.41M | 0.01% | −33−0.4% | Reduced |
| Brandes Investment Partners, LP | 8,955 | $4.41M | 0.06% | +797+9.8% | Added |
| Credit Suisse AG | 8,904 | $4.38M | 0.00% | −3,416−27.7% | Reduced |
| Public Employees Retirement System of Ohio | 8,400 | $4.13M | 0.02% | 00.0% | Unchanged |
| Crabel Capital Management, LLC | 8,333 | $4.10M | 3.57% | 00.0% | Unchanged |
| American Century Companies Inc | 8,047 | $3.96M | 0.00% | −7,040−46.7% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 7,470 | $3.67M | 0.02% | +339+4.8% | Added |
| Ameriprise Financial Inc | 6,802 | $3.35M | 0.00% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 6,000 | $2.95M | 0.08% | +6,000 | New |
| Tudor Investment Corp Et Al | 5,630 | $2.77M | 0.03% | +1,129+25.1% | Added |
| Natixis | 5,520 | $2.72M | 0.02% | +5,520 | New |
| Verition Fund Management LLC | 5,500 | $2.71M | 0.03% | +1,300+31.0% | Added |
| Invesco Ltd. | 5,101 | $2.51M | 0.00% | −1,305−20.4% | Reduced |
| Nuveen Asset Management, LLC | 4,834 | $2.38M | 0.00% | −1,758−26.7% | Reduced |
| Versor Investments LP | 4,425 | $2.18M | 0.44% | +3,930+793.9% | Added |
| Sagefield Capital LP | 4,375 | $2.15M | 0.26% | −480−9.9% | Reduced |
| Swiss National Bank | 4,049 | $1.99M | 0.00% | 00.0% | Unchanged |
| Chicago Capital Management, LLC | 3,963 | $1.95M | 2.05% | 00.0% | Unchanged |
| Rhumbline Advisers | 3,787 | $1.86M | 0.00% | −44−1.1% | Reduced |
| Bridgeway Capital Management, LLC | 3,600 | $1.77M | 0.04% | −11,669−76.4% | Reduced |
| Absolute Gestao de Investimentos Ltda. | 3,548 | $1.75M | 0.54% | +3,548 | New |
| UBS Asset Management Americas Inc | 3,502 | $1.72M | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 3,439 | $1.69M | 0.00% | +679+24.6% | Added |
| Wolverine Asset Management LLC | 3,332 | $1.64M | 0.03% | 00.0% | Unchanged |
| Bank of America Corp | 3,312 | $1.63M | 0.00% | −7,177−68.4% | Reduced |
| Canada Pension Plan Investment Board | 3,000 | $1.48M | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,935 | $1.44M | 0.00% | −950−24.5% | Reduced |
| BCK Capital Management LP | 2,850 | $1.40M | 0.95% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 2,836 | $1.40M | 0.01% | −2,067−42.2% | Reduced |
| UBS Group AG | 2,828 | $1.39M | 0.00% | −532−15.8% | Reduced |
| Moore Capital Management, LP | 2,500 | $1.23M | 0.03% | −2,500−50.0% | Reduced |
| PenderFund Capital Management Ltd. | 1,800 | $1.20M | 0.33% | 00.0% | Unchanged |
| CSS LLC | 2,421 | $1.19M | 0.10% | +1,352+126.5% | Added |
| Deuterium Capital Management, LLC | 2,349 | $1.16M | 2.06% | +2,349 | New |
| CenterBook Partners LP | 2,303 | $1.13M | 0.08% | +1,399+154.8% | Added |
| Alliancebernstein L.P. | 2,260 | $1.11M | 0.00% | 00.0% | Unchanged |
| DLD Asset Management, LP | 2,200 | $1.08M | 0.19% | 00.0% | Unchanged |
| Barclays PLC | 2,194 | $1.08M | 0.00% | −2,835−56.4% | Reduced |
| ACR Alpine Capital Research, LLC | 2,138 | $1.05M | 0.03% | +457+27.2% | Added |
| Caldwell Sutter Capital, Inc. | 2,113 | $1.04M | 0.50% | −287−12.0% | Reduced |
| California State Teachers Retirement System | 2,083 | $1.02M | 0.00% | −129−5.8% | Reduced |
| Blackstone Group Inc. | 2,008 | $987.9K | 0.00% | +1,178+141.9% | Added |
| Legal & General Group Plc | 1,942 | $955.4K | 0.00% | −9−0.5% | Reduced |
| Garrison Point Advisors, LLC | 1,900 | $934.7K | 0.60% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 1,790 | $881.0K | 0.00% | +80+4.7% | Added |
| Prelude Capital Management, LLC | 1,680 | $826.5K | 0.06% | +61+3.8% | Added |
| Westport Asset Management Inc | 1,542 | $758.6K | 0.38% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,542 | $758.6K | 0.00% | +910+144.0% | Added |
| RBF Capital, LLC | 1,500 | $737.9K | 0.04% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 1,490 | $733.0K | 0.01% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 1,425 | $701.0K | 0.38% | −275−16.2% | Reduced |
| Flow State Investments, L.P. | 1,300 | $639.5K | 0.19% | +755+138.5% | Added |
| STRS Ohio | 1,300 | $639.0K | 0.00% | −100−7.1% | Reduced |
| Trexquant Investment LP | 1,279 | $629.2K | 0.01% | +1,279 | New |
| MetLife Investment Management | 1,149 | $565.3K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 1,122 | $552.0K | 0.00% | −10−0.9% | Reduced |
| Beacon Pointe Advisors, LLC | 1,118 | $550.0K | 0.01% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 1,110 | $546.1K | 0.00% | +1,110 | New |
| Deutsche Bank AG | 1,100 | $541.2K | 0.00% | +26+2.4% | Added |
| Water Island Capital LLC | 1,074 | $528.4K | 0.06% | −2,246−67.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,001 | $493.0K | 0.00% | +50+5.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 1,000 | $492.0K | 0.07% | 00.0% | Unchanged |
| Marshall Wace, LLP | 1,000 | $492.0K | 0.00% | 00.0% | Unchanged |