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 |
|---|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 | $491 | 0.00% | +1 | New |
| Quadrant Capital Group LLC | 1 | $492 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $492 | 0.00% | +1 | New |
| Carolinas Wealth Consulting LLC | 4 | $1.97K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 6 | $2.95K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 6 | $2.95K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 7 | $3.00K | 0.00% | +7 | New |
| Russell Investments Group, Ltd. | 9 | $4.43K | 0.00% | −2−18.2% | Reduced |
| Fortitude Family Office, LLC | 9 | $4.43K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 19 | $9.35K | 0.00% | +1+5.6% | Added |
| Whittier Trust Co | 20 | $9.84K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 21 | $11.0K | 0.01% | −46−68.7% | Reduced |
| Tower Research Capital LLC (TRC) | 27 | $13.3K | 0.00% | −47−63.5% | Reduced |
| Pin Oak Investment Advisors Inc | 37 | $18.0K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 41 | $20.2K | 0.00% | −6−12.8% | Reduced |
| Signaturefd, LLC | 45 | $22.1K | 0.00% | −2−4.3% | Reduced |
| Parallel Advisors, LLC | 48 | $23.6K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 73 | $36.0K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 78 | $38.0K | 0.00% | −122−61.0% | Reduced |
| Elkhorn Partners Limited Partnership | 78 | $38.0K | 0.03% | −17−17.9% | Reduced |
| US Bancorp | 118 | $58.1K | 0.00% | 00.0% | Unchanged |
| Carmignac Gestion | 120 | $59.0K | 0.00% | +120 | New |
| Metropolitan Life Insurance Co | 124 | $61.0K | 0.00% | −5−3.9% | Reduced |
| Ancora Advisors, LLC | 135 | $66.4K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 149 | $73.3K | 0.02% | +42+39.3% | Added |
| CoreCap Advisors, LLC | 158 | $77.7K | 0.00% | +158 | New |
| Ameritas Investment Partners, Inc. | 224 | $110.2K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 234 | $115.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 250 | $123.0K | 0.00% | −418−62.6% | Reduced |
| SG Americas Securities, LLC | 281 | $138.0K | 0.00% | −152−35.1% | Reduced |
| Adalta Capital Management LLC | 310 | $152.5K | 0.08% | +310 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 348 | $171.2K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 409 | $201.2K | 0.00% | +409 | New |
| Creative Planning | 436 | $214.5K | 0.00% | −6−1.4% | Reduced |
| D. E. Shaw & Co., Inc. | 484 | $238.1K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 486 | $239.1K | 0.01% | +486 | New |
| First Financial Bank - Trust Division | 500 | $246.0K | 0.02% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 528 | $259.8K | 0.01% | +79+17.6% | Added |
| Susquehanna International Group, LLP | 533 | $262.2K | 0.00% | −3,200−85.7% | Reduced |
| Public Employees Retirement Association of Colorado | 534 | $263.0K | 0.00% | −136−20.3% | Reduced |
| Victory Capital Management Inc | 542 | $266.6K | 0.00% | −39−6.7% | Reduced |
| Arizona State Retirement System | 567 | $278.9K | 0.00% | −10−1.7% | Reduced |
| Oxford Asset Management LLP | 711 | $350.0K | 0.38% | 00.0% | Unchanged |
| Citadel Advisors LLC | 721 | $354.7K | 0.00% | +152+26.7% | Added |
| CWM Advisors, LLC | 728 | $358.1K | 0.04% | −68−8.5% | Reduced |
| Voya Investment Management LLC | 736 | $362.1K | 0.00% | −184−20.0% | Reduced |
| Citigroup Inc | 755 | $371.4K | 0.00% | +175+30.2% | Added |
| Manufacturers Life Insurance Company, The | 871 | $428.5K | 0.00% | −427−32.9% | Reduced |
| Diametric Capital, LP | 879 | $432.4K | 0.24% | +119+15.7% | Added |
| Wells Fargo & Company | 883 | $434.5K | 0.00% | −80−8.3% | Reduced |
| XTX Topco Ltd | 901 | $443.3K | 0.06% | +901 | New |
| Algert Global LLC | 913 | $449.2K | 0.02% | −650−41.6% | Reduced |
| Karpas Strategies, LLC | 927 | $456.0K | 0.14% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 989 | $486.5K | 0.00% | −1−0.1% | Reduced |
| 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 |
| Gamco Investors, Inc. Et Al | 1,000 | $492.0K | 0.00% | +500+100.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,001 | $493.0K | 0.00% | +50+5.3% | Added |
| Water Island Capital LLC | 1,074 | $528.4K | 0.06% | −2,246−67.7% | Reduced |
| Deutsche Bank AG | 1,100 | $541.2K | 0.00% | +26+2.4% | Added |
| Two Sigma Investments, LP | 1,110 | $546.1K | 0.00% | +1,110 | New |
| Beacon Pointe Advisors, LLC | 1,118 | $550.0K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 1,122 | $552.0K | 0.00% | −10−0.9% | Reduced |
| MetLife Investment Management | 1,149 | $565.3K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 1,279 | $629.2K | 0.01% | +1,279 | New |
| STRS Ohio | 1,300 | $639.0K | 0.00% | −100−7.1% | Reduced |
| Flow State Investments, L.P. | 1,300 | $639.5K | 0.19% | +755+138.5% | Added |
| Westhampton Capital, LLC | 1,425 | $701.0K | 0.38% | −275−16.2% | Reduced |
| Guggenheim Capital LLC | 1,490 | $733.0K | 0.01% | 00.0% | Unchanged |
| RBF Capital, LLC | 1,500 | $737.9K | 0.04% | 00.0% | Unchanged |
| 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 |
| Prelude Capital Management, LLC | 1,680 | $826.5K | 0.06% | +61+3.8% | Added |
| Price T Rowe Associates Inc | 1,790 | $881.0K | 0.00% | +80+4.7% | Added |
| Garrison Point Advisors, LLC | 1,900 | $934.7K | 0.60% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,942 | $955.4K | 0.00% | −9−0.5% | Reduced |
| Blackstone Group Inc. | 2,008 | $987.9K | 0.00% | +1,178+141.9% | Added |
| California State Teachers Retirement System | 2,083 | $1.02M | 0.00% | −129−5.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 2,113 | $1.04M | 0.50% | −287−12.0% | Reduced |
| ACR Alpine Capital Research, LLC | 2,138 | $1.05M | 0.03% | +457+27.2% | Added |
| Barclays PLC | 2,194 | $1.08M | 0.00% | −2,835−56.4% | Reduced |
| DLD Asset Management, LP | 2,200 | $1.08M | 0.19% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 2,260 | $1.11M | 0.00% | 00.0% | Unchanged |
| CenterBook Partners LP | 2,303 | $1.13M | 0.08% | +1,399+154.8% | Added |
| Deuterium Capital Management, LLC | 2,349 | $1.16M | 2.06% | +2,349 | New |
| CSS LLC | 2,421 | $1.19M | 0.10% | +1,352+126.5% | Added |
| PenderFund Capital Management Ltd. | 1,800 | $1.20M | 0.33% | 00.0% | Unchanged |
| Moore Capital Management, LP | 2,500 | $1.23M | 0.03% | −2,500−50.0% | Reduced |
| UBS Group AG | 2,828 | $1.39M | 0.00% | −532−15.8% | Reduced |
| New York Life Investment Management LLC | 2,836 | $1.40M | 0.01% | −2,067−42.2% | Reduced |
| BCK Capital Management LP | 2,850 | $1.40M | 0.95% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,935 | $1.44M | 0.00% | −950−24.5% | Reduced |
| Canada Pension Plan Investment Board | 3,000 | $1.48M | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 3,312 | $1.63M | 0.00% | −7,177−68.4% | Reduced |
| Wolverine Asset Management LLC | 3,332 | $1.64M | 0.03% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 3,439 | $1.69M | 0.00% | +679+24.6% | Added |
| UBS Asset Management Americas Inc | 3,502 | $1.72M | 0.00% | 00.0% | Unchanged |
| Absolute Gestao de Investimentos Ltda. | 3,548 | $1.75M | 0.54% | +3,548 | New |
| Bridgeway Capital Management, LLC | 3,600 | $1.77M | 0.04% | −11,669−76.4% | Reduced |
| Rhumbline Advisers | 3,787 | $1.86M | 0.00% | −44−1.1% | Reduced |