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 |
|---|---|---|---|---|---|
| Virtu Financial LLC | 975 | $484.0K | 0.03% | +975 | New |
| Marshall Wace, LLP | 939 | $466.6K | 0.00% | −61−6.1% | Reduced |
| Citigroup Inc | 927 | $460.7K | 0.00% | +172+22.8% | Added |
| Karpas Strategies, LLC | 927 | $460.6K | 0.14% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 920 | $457.0K | 0.00% | −81−8.1% | Reduced |
| Deutsche Bank AG | 918 | $456.2K | 0.00% | −182−16.5% | Reduced |
| Gsa Capital Partners LLP | 910 | $452.0K | 0.03% | +910 | New |
| Manufacturers Life Insurance Company, The | 865 | $429.9K | 0.00% | −6−0.7% | Reduced |
| Barclays PLC | 853 | $423.9K | 0.00% | −1,341−61.1% | Reduced |
| BNP Paribas Arbitrage, SA | 826 | $410.5K | 0.00% | −716−46.4% | Reduced |
| Oxford Asset Management LLP | 776 | $385.6K | 0.38% | +65+9.1% | Added |
| Voya Investment Management LLC | 713 | $354.3K | 0.00% | −23−3.1% | Reduced |
| CWM Advisors, LLC | 705 | $350.3K | 0.04% | −23−3.2% | Reduced |
| Precision Wealth Strategies, LLC | 625 | $310.6K | 0.32% | +625 | New |
| Creative Planning | 617 | $306.6K | 0.00% | +181+41.5% | Added |
| HRT Financial LP | 601 | $298.0K | 0.00% | +601 | New |
| Arizona State Retirement System | 578 | $287.2K | 0.00% | +11+1.9% | Added |
| Centiva Capital, LP | 506 | $251.5K | 0.01% | +20+4.1% | Added |
| D. E. Shaw & Co., Inc. | 484 | $240.5K | 0.00% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 475 | $236.0K | 0.13% | −950−66.7% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 408 | $202.8K | 0.00% | +408 | New |
| Tower Research Capital LLC (TRC) | 385 | $191.3K | 0.00% | +358+1,325.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 348 | $172.9K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 332 | $165.0K | 0.00% | −202−37.8% | Reduced |
| Adalta Capital Management LLC | 310 | $154.1K | 0.08% | 00.0% | Unchanged |
| Innealta Capital, LLC | 290 | $144.1K | 0.05% | +290 | New |
| Advisor Group Holdings, Inc. | 250 | $124.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 224 | $111.3K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 155 | $77.0K | 0.00% | +146+1,622.2% | Added |
| Longfellow Investment Management Co LLC | 149 | $74.0K | 0.02% | 00.0% | Unchanged |
| Carmignac Gestion | 120 | $59.6K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 118 | $58.6K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $49.7K | 0.00% | +100 | New |
| Amalgamated Bank | 78 | $39.0K | 0.00% | 00.0% | Unchanged |
| Elkhorn Partners Limited Partnership | 78 | $39.0K | 0.03% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 73 | $36.0K | 0.01% | 00.0% | Unchanged |
| Vivaldi Asset Management, LLC | 64 | $31.8K | 0.00% | −39,497−99.8% | Reduced |
| Parallel Advisors, LLC | 48 | $23.9K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 45 | $22.4K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 41 | $20.4K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 35 | $17.4K | 0.00% | −100−74.1% | Reduced |
| Covestor Ltd | 20 | $10.0K | 0.01% | −1−4.8% | Reduced |
| Whittier Trust Co | 20 | $9.94K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 19 | $9.44K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 10 | $4.98K | 0.00% | +10 | New |
| Fortitude Family Office, LLC | 9 | $4.47K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 8 | $4.00K | 0.00% | +1+14.3% | Added |
| Huntington National Bank | 6 | $2.98K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 6 | $2.98K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $1.99K | 0.00% | 00.0% | Unchanged |
| 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 |
| M3F, Inc. | 0 | $0 | 0.00% | −31,821−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −31,503−100.0% | Sold out |
| Tokio Marine Asset Management Co Ltd | 0 | $0 | 0.00% | −22,960−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −9,424−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −9,213−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| Pictet Asset Management Holding SA | 0 | $0 | 0.00% | −3,439−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Deuterium Capital Management, LLC | 0 | $0 | 0.00% | −2,349−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −2,303−100.0% | Sold out |
| DLD Asset Management, LP | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| ACR Alpine Capital Research, LLC | 0 | $0 | 0.00% | −2,138−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −1,122−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −1,110−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −901−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −879−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −721−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −542−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −528−100.0% | Sold out |
| First Financial Bank - Trust Division | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −409−100.0% | Sold out |
| Great West Life Assurance Co | 0 | $0 | 0.00% | −234−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −158−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −124−100.0% | Sold out |
| Pin Oak Investment Advisors Inc | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |