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 |
|---|---|---|---|---|---|
| Gamco Investors, Inc. Et Al | 1,000 | $492.0K | 0.00% | +500+100.0% | Added |
| New York State Common Retirement Fund | 989 | $486.5K | 0.00% | −1−0.1% | Reduced |
| Karpas Strategies, LLC | 927 | $456.0K | 0.14% | 00.0% | Unchanged |
| Algert Global LLC | 913 | $449.2K | 0.02% | −650−41.6% | Reduced |
| XTX Topco Ltd | 901 | $443.3K | 0.06% | +901 | New |
| Wells Fargo & Company | 883 | $434.5K | 0.00% | −80−8.3% | Reduced |
| Diametric Capital, LP | 879 | $432.4K | 0.24% | +119+15.7% | Added |
| Manufacturers Life Insurance Company, The | 871 | $428.5K | 0.00% | −427−32.9% | Reduced |
| Citigroup Inc | 755 | $371.4K | 0.00% | +175+30.2% | Added |
| Voya Investment Management LLC | 736 | $362.1K | 0.00% | −184−20.0% | Reduced |
| CWM Advisors, LLC | 728 | $358.1K | 0.04% | −68−8.5% | Reduced |
| Citadel Advisors LLC | 721 | $354.7K | 0.00% | +152+26.7% | Added |
| Oxford Asset Management LLP | 711 | $350.0K | 0.38% | 00.0% | Unchanged |
| Arizona State Retirement System | 567 | $278.9K | 0.00% | −10−1.7% | Reduced |
| Victory Capital Management Inc | 542 | $266.6K | 0.00% | −39−6.7% | Reduced |
| Public Employees Retirement Association of Colorado | 534 | $263.0K | 0.00% | −136−20.3% | Reduced |
| Susquehanna International Group, LLP | 533 | $262.2K | 0.00% | −3,200−85.7% | Reduced |
| Graham Capital Management, L.P. | 528 | $259.8K | 0.01% | +79+17.6% | Added |
| First Financial Bank - Trust Division | 500 | $246.0K | 0.02% | 00.0% | Unchanged |
| Centiva Capital, LP | 486 | $239.1K | 0.01% | +486 | New |
| D. E. Shaw & Co., Inc. | 484 | $238.1K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 436 | $214.5K | 0.00% | −6−1.4% | Reduced |
| ProShare Advisors LLC | 409 | $201.2K | 0.00% | +409 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 348 | $171.2K | 0.00% | 00.0% | Unchanged |
| Adalta Capital Management LLC | 310 | $152.5K | 0.08% | +310 | New |
| SG Americas Securities, LLC | 281 | $138.0K | 0.00% | −152−35.1% | Reduced |
| Advisor Group Holdings, Inc. | 250 | $123.0K | 0.00% | −418−62.6% | Reduced |
| Great West Life Assurance Co | 234 | $115.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 224 | $110.2K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 158 | $77.7K | 0.00% | +158 | New |
| Longfellow Investment Management Co LLC | 149 | $73.3K | 0.02% | +42+39.3% | Added |
| Ancora Advisors, LLC | 135 | $66.4K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 124 | $61.0K | 0.00% | −5−3.9% | Reduced |
| Carmignac Gestion | 120 | $59.0K | 0.00% | +120 | New |
| US Bancorp | 118 | $58.1K | 0.00% | 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 |
| Hall Laurie J Trustee | 73 | $36.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 48 | $23.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 45 | $22.1K | 0.00% | −2−4.3% | Reduced |
| Lindbrook Capital, LLC | 41 | $20.2K | 0.00% | −6−12.8% | Reduced |
| Pin Oak Investment Advisors Inc | 37 | $18.0K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 27 | $13.3K | 0.00% | −47−63.5% | Reduced |
| Covestor Ltd | 21 | $11.0K | 0.01% | −46−68.7% | Reduced |
| Whittier Trust Co | 20 | $9.84K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 19 | $9.35K | 0.00% | +1+5.6% | Added |
| 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 |
| CWM, LLC | 7 | $3.00K | 0.00% | +7 | New |
| Bell Investment Advisors, Inc | 6 | $2.95K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 6 | $2.95K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $1.97K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1 | $492 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $492 | 0.00% | +1 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 | $491 | 0.00% | +1 | New |
| 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 |