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, Q2 2024
Institutional positions in National Western Life Group, Inc. as of Jun 30, 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
NWLI is no longer listed, so this page shows Q2 2024. 13F filings for later quarters list far fewer holders.
- Institutional holders
- 153
- −1 vs. Q1 2024
- Shares held
- 3.07M
- +70.8K (+2.4%) vs. Q1 2024
- Total value
- $1.53B
- +$50.0M (+3.4%) vs. Q1 2024
- New holders
- 26
- 44 more added
- Sold out
- 27
- 40 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding National Western Life Group, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 1 | $497 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $497 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1 | $497 | 0.00% | +1 | New |
| Carolinas Wealth Consulting LLC | 4 | $1.99K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 6 | $2.98K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 6 | $2.98K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 8 | $4.00K | 0.00% | +1+14.3% | Added |
| Fortitude Family Office, LLC | 9 | $4.47K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 10 | $4.98K | 0.00% | +10 | New |
| GAMMA Investing LLC | 19 | $9.44K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 20 | $9.94K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 20 | $10.0K | 0.01% | −1−4.8% | Reduced |
| Ancora Advisors, LLC | 35 | $17.4K | 0.00% | −100−74.1% | Reduced |
| Lindbrook Capital, LLC | 41 | $20.4K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 45 | $22.4K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 48 | $23.9K | 0.00% | 00.0% | Unchanged |
| Vivaldi Asset Management, LLC | 64 | $31.8K | 0.00% | −39,497−99.8% | Reduced |
| Hall Laurie J Trustee | 73 | $36.0K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 78 | $39.0K | 0.00% | 00.0% | Unchanged |
| Elkhorn Partners Limited Partnership | 78 | $39.0K | 0.03% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $49.7K | 0.00% | +100 | New |
| US Bancorp | 118 | $58.6K | 0.00% | 00.0% | Unchanged |
| Carmignac Gestion | 120 | $59.6K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 149 | $74.0K | 0.02% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 155 | $77.0K | 0.00% | +146+1,622.2% | Added |
| Ameritas Investment Partners, Inc. | 224 | $111.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 250 | $124.2K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 290 | $144.1K | 0.05% | +290 | New |
| Adalta Capital Management LLC | 310 | $154.1K | 0.08% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 332 | $165.0K | 0.00% | −202−37.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 348 | $172.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 385 | $191.3K | 0.00% | +358+1,325.9% | Added |
| Deerfield Management Company, L.P. (Series C) | 408 | $202.8K | 0.00% | +408 | New |
| Westhampton Capital, LLC | 475 | $236.0K | 0.13% | −950−66.7% | Reduced |
| D. E. Shaw & Co., Inc. | 484 | $240.5K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 506 | $251.5K | 0.01% | +20+4.1% | Added |
| Arizona State Retirement System | 578 | $287.2K | 0.00% | +11+1.9% | Added |
| HRT Financial LP | 601 | $298.0K | 0.00% | +601 | New |
| Creative Planning | 617 | $306.6K | 0.00% | +181+41.5% | Added |
| Precision Wealth Strategies, LLC | 625 | $310.6K | 0.32% | +625 | New |
| CWM Advisors, LLC | 705 | $350.3K | 0.04% | −23−3.2% | Reduced |
| Voya Investment Management LLC | 713 | $354.3K | 0.00% | −23−3.1% | Reduced |
| Oxford Asset Management LLP | 776 | $385.6K | 0.38% | +65+9.1% | Added |
| BNP Paribas Arbitrage, SA | 826 | $410.5K | 0.00% | −716−46.4% | Reduced |
| Barclays PLC | 853 | $423.9K | 0.00% | −1,341−61.1% | Reduced |
| Manufacturers Life Insurance Company, The | 865 | $429.9K | 0.00% | −6−0.7% | Reduced |
| Gsa Capital Partners LLP | 910 | $452.0K | 0.03% | +910 | New |
| Deutsche Bank AG | 918 | $456.2K | 0.00% | −182−16.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 920 | $457.0K | 0.00% | −81−8.1% | Reduced |
| Karpas Strategies, LLC | 927 | $460.6K | 0.14% | 00.0% | Unchanged |
| Citigroup Inc | 927 | $460.7K | 0.00% | +172+22.8% | Added |
| Marshall Wace, LLP | 939 | $466.6K | 0.00% | −61−6.1% | Reduced |
| Virtu Financial LLC | 975 | $484.0K | 0.03% | +975 | New |
| New York State Common Retirement Fund | 989 | $491.5K | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 1,000 | $496.9K | 0.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,058 | $525.9K | 0.00% | +175+19.8% | Added |
| Beacon Pointe Advisors, LLC | 1,118 | $555.6K | 0.01% | 00.0% | Unchanged |
| Algert Global LLC | 1,121 | $557.1K | 0.02% | +208+22.8% | Added |
| Blackstone Group Inc. | 1,178 | $585.4K | 0.00% | −830−41.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 1,193 | $592.8K | 0.00% | +1,193 | New |
| Corebridge Financial, Inc. | 1,219 | $605.8K | 0.00% | +1,219 | New |
| STRS Ohio | 1,300 | $646.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 1,321 | $656.5K | 0.00% | +172+15.0% | Added |
| Dark Forest Capital Management LP | 1,357 | $674.3K | 0.12% | +1,357 | New |
| Flow State Investments, L.P. | 1,400 | $695.7K | 0.22% | +100+7.7% | Added |
| UBS Group AG | 1,410 | $700.7K | 0.00% | −1,418−50.1% | Reduced |
| Guggenheim Capital LLC | 1,492 | $741.4K | 0.01% | +2+0.1% | Added |
| RBF Capital, LLC | 1,500 | $745.4K | 0.04% | 00.0% | Unchanged |
| PenderFund Capital Management Ltd. | 1,100 | $747.8K | 0.21% | −700−38.9% | Reduced |
| Westport Asset Management Inc | 1,542 | $766.3K | 0.38% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 1,553 | $772.0K | 0.00% | −237−13.2% | Reduced |
| Susquehanna International Group, LLP | 1,804 | $896.5K | 0.00% | +1,271+238.5% | Added |
| Garrison Point Advisors, LLC | 1,900 | $944.2K | 0.62% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,933 | $960.6K | 0.48% | −180−8.5% | Reduced |
| California State Teachers Retirement System | 2,027 | $1.01M | 0.00% | −56−2.7% | Reduced |
| CSS LLC | 2,029 | $1.01M | 0.07% | −392−16.2% | Reduced |
| Jane Street Group, LLC | 2,076 | $1.03M | 0.00% | +2,076 | New |
| Two Sigma Advisers, LP | 2,119 | $1.05M | 0.00% | +2,119 | New |
| ClearAlpha Technologies LP | 2,153 | $1.07M | 0.42% | +2,153 | New |
| Alliancebernstein L.P. | 2,260 | $1.12M | 0.00% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 2,362 | $1.17M | 0.03% | +2,362 | New |
| Crystalline Management Inc. | 2,500 | $1.24M | 1.43% | +2,500 | New |
| Legal & General Group Plc | 2,510 | $1.25M | 0.00% | +568+29.2% | Added |
| Two Sigma Securities, LLC | 2,530 | $1.26M | 0.06% | +2,530 | New |
| SG Americas Securities, LLC | 2,755 | $1.37M | 0.01% | +2,474+880.4% | Added |
| BCK Capital Management LP | 2,850 | $1.42M | 0.91% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,876 | $1.43M | 0.00% | −59−2.0% | Reduced |
| Canada Pension Plan Investment Board | 3,000 | $1.49M | 0.00% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 3,004 | $1.49M | 0.02% | +168+5.9% | Added |
| Bank of America Corp | 3,174 | $1.58M | 0.00% | −138−4.2% | Reduced |
| Wolverine Asset Management LLC | 3,395 | $1.69M | 0.03% | +63+1.9% | Added |
| Absolute Gestao de Investimentos Ltda. | 3,548 | $1.76M | 0.92% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 3,600 | $1.79M | 0.04% | 00.0% | Unchanged |
| Sagefield Capital LP | 3,675 | $1.83M | 0.19% | −700−16.0% | Reduced |
| Versor Investments LP | 3,889 | $1.93M | 0.36% | −536−12.1% | Reduced |
| Chicago Capital Management, LLC | 3,963 | $1.97M | 1.52% | 00.0% | Unchanged |
| Trexquant Investment LP | 4,015 | $2.00M | 0.03% | +2,736+213.9% | Added |
| Swiss National Bank | 4,049 | $2.01M | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 4,159 | $2.07M | 0.00% | +372+9.8% | Added |
| Gamco Investors, Inc. Et Al | 4,335 | $2.15M | 0.02% | +3,335+333.5% | Added |