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 |
|---|---|---|---|---|---|
| Chicago Capital Management, LLC | 3,963 | $1.95M | 2.05% | 00.0% | Unchanged |
| Swiss National Bank | 4,049 | $1.99M | 0.00% | 00.0% | Unchanged |
| Sagefield Capital LP | 4,375 | $2.15M | 0.26% | −480−9.9% | Reduced |
| Versor Investments LP | 4,425 | $2.18M | 0.44% | +3,930+793.9% | Added |
| Nuveen Asset Management, LLC | 4,834 | $2.38M | 0.00% | −1,758−26.7% | Reduced |
| Invesco Ltd. | 5,101 | $2.51M | 0.00% | −1,305−20.4% | Reduced |
| Verition Fund Management LLC | 5,500 | $2.71M | 0.03% | +1,300+31.0% | Added |
| Natixis | 5,520 | $2.72M | 0.02% | +5,520 | New |
| Tudor Investment Corp Et Al | 5,630 | $2.77M | 0.03% | +1,129+25.1% | Added |
| Polar Asset Management Partners Inc. | 6,000 | $2.95M | 0.08% | +6,000 | New |
| Ameriprise Financial Inc | 6,802 | $3.35M | 0.00% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 7,470 | $3.67M | 0.02% | +339+4.8% | Added |
| American Century Companies Inc | 8,047 | $3.96M | 0.00% | −7,040−46.7% | Reduced |
| Crabel Capital Management, LLC | 8,333 | $4.10M | 3.57% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 8,400 | $4.13M | 0.02% | 00.0% | Unchanged |
| Credit Suisse AG | 8,904 | $4.38M | 0.00% | −3,416−27.7% | Reduced |
| Brandes Investment Partners, LP | 8,955 | $4.41M | 0.06% | +797+9.8% | Added |
| State of Wisconsin Investment Board | 8,962 | $4.41M | 0.01% | −33−0.4% | Reduced |
| Yakira Capital Management, Inc. | 8,980 | $4.42M | 1.53% | +979+12.2% | Added |
| LMR Partners LLP | 9,213 | $4.53M | 0.12% | +9,213 | New |
| Capula Management Ltd | 9,424 | $4.64M | 0.16% | +9,424 | New |
| FMR LLC | 9,503 | $4.68M | 0.00% | −19−0.2% | Reduced |
| Fca Corp | 10,537 | $5.18M | 1.68% | +10+0.1% | Added |
| Gabelli Funds LLC | 10,956 | $5.39M | 0.04% | +8,956+447.8% | Added |
| Alpine Associates Management Inc. | 11,148 | $5.48M | 0.21% | +11,148 | New |
| Bank of New York Mellon Corp | 12,385 | $6.09M | 0.00% | −1,760−12.4% | Reduced |
| Bank of Montreal | 14,640 | $7.20M | 0.00% | +7,164+95.8% | Added |
| Renaissance Technologies LLC | 16,182 | $7.96M | 0.01% | +2,682+19.9% | Added |
| CNH Partners LLC | 16,820 | $8.27M | 0.29% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 17,662 | $8.69M | 0.00% | +242+1.4% | Added |
| Tokio Marine Asset Management Co Ltd | 22,960 | $11.3M | 0.57% | +12,660+122.9% | Added |
| Janus Henderson Group PLC | 23,481 | $11.5M | 0.01% | +6,223+36.1% | Added |
| Northern Trust Corp | 25,332 | $12.5M | 0.00% | −531−2.1% | Reduced |
| HSBC Holdings PLC | 27,628 | $13.6M | 0.01% | +2,901+11.7% | Added |
| Balyasny Asset Management LLC | 31,503 | $15.5M | 0.04% | −34−0.1% | Reduced |
| M3F, Inc. | 31,821 | $15.7M | 5.54% | −28,961−47.6% | Reduced |
| JPMorgan Chase & Co | 33,768 | $16.6M | 0.00% | +27,885+474.0% | Added |
| Goldman Sachs Group Inc | 34,576 | $17.0M | 0.00% | +13,885+67.1% | Added |
| Millennium Management LLC | 35,085 | $17.3M | 0.01% | +18,184+107.6% | Added |
| Vivaldi Asset Management, LLC | 39,561 | $19.5M | 1.65% | +16,611+72.4% | Added |
| Westchester Capital Management, LLC | 39,706 | $19.5M | 0.83% | +23,899+151.2% | Added |
| Morgan Stanley | 39,981 | $19.7M | 0.00% | −4,111−9.3% | Reduced |
| Tweedy, Browne Co LLC | 43,882 | $21.6M | 1.01% | −25−0.1% | Reduced |
| Woodline Partners LP | 46,801 | $23.0M | 0.21% | +6,801+17.0% | Added |
| RK Asset Management, LLC | 47,217 | $23.2M | 18.91% | −1,986−4.0% | Reduced |
| Qube Research & Technologies Ltd | 47,298 | $23.3M | 0.04% | +18,571+64.6% | Added |
| State Street Corp | 51,087 | $25.1M | 0.00% | +228+0.4% | Added |
| Geode Capital Management, LLC | 51,309 | $25.2M | 0.00% | +1,173+2.3% | Added |
| Magnetar Financial LLC | 67,482 | $33.2M | 0.74% | 00.0% | Unchanged |
| Highland Capital Management Fund Advisors, L.P. | 69,977 | $34.4M | 5.29% | +9,623+15.9% | Added |
| Glazer Capital, LLC | 120,085 | $59.1M | 6.15% | +27,469+29.7% | Added |
| BlackRock Inc. | 187,286 | $92.1M | 0.00% | −7,274−3.7% | Reduced |
| Vanguard Group Inc | 209,149 | $102.9M | 0.00% | +17,540+9.2% | Added |
| Dimensional Fund Advisors LP | 218,266 | $107.4M | 0.03% | −11,105−4.8% | Reduced |
| Moody National Bank Trust Division | 1,089,377 | $535.9M | 42.24% | −20,000−1.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −88,894−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −5,991−100.0% | Sold out |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −3,945−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −3,471−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −3,109−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −1,870−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −1,549−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −1,289−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −1,179−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −1,011−100.0% | Sold out |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −650−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −2−100.0% | Sold out |