National Western Life Grou-ANWLI

13F holders, Q1 2024 (March 31)
155holders
6famous investors
$492.06avg. 13F price*

At the end of Q1 2024, 155 institutions reported holding National Western Life Grou-A (NWLI) in their 13F filings. The largest holders were Moody National Bank Trust Division ($535.9M), Dimensional Fund Advisors LP ($107.4M) and Vanguard Group Inc. ($102.9M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
National Western Life Grou-A
CUSIP
638517102
Latest filing quarter
Q3 2024

History

Number of 13F holders

050100150200 Q1 2024: 155Q1 2024Q2 2024: 153Q2 2024Q3 2024: 1Q3 2024

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions18$25.6M
Exits15$55.5M

Ownership 155 holders

Moody National Bank Trust Division 42.24% Reduce -1.8% 1,089,377 $535.9M
Dimensional Fund Advisors LP 0.03% Reduce -4.8% 218,266 $107.4M
Vanguard Group Inc. 0.00% Add +9.2% 209,149 $102.9M
BlackRock Inc. 0.00% Reduce -3.7% 187,286 $92.1M
Glazer Capital, LLC 6.38% Add +29.7% 120,085 $59.1M
Nexpoint Asset Management, L.P. 5.36% Add +15.9% 69,977 $34.4M
Magnetar Financial LLC 0.87% No change 67,482 $33.2M
Geode Capital Management, LLC 0.00% Add +2.3% 51,309 $25.2M
State Street Corp. 0.00% Add +0.5% 51,087 $25.1M
Qube Research & Technologies Ltd 0.04% Add +64.7% 47,298 $23.3M
RK Asset Management, LLC 18.91% Reduce -4.0% 47,217 $23.2M
Woodline Partners LP 0.21% Add +17.0% 46,801 $23.0M
Tweedy, Browne Co LLC 1.01% Reduce -0.1% 43,882 $21.6M
Morgan Stanley 0.00% Reduce -9.3% 39,981 $19.7M
Westchester Capital Management, LLC 0.86% Add +151.2% 39,706 $19.5M
First Trust Capital Management L.P. 1.65% Add +72.4% 39,561 $19.5M
Millennium Management 0.02% Add +107.6% 35,085 $17.3M
Goldman Sachs Group Inc. 0.00% Add +67.1% 34,576 $17.0M
JPMorgan Chase & Co. 0.00% Add +474.0% 33,768 $16.6M
M3F, Inc. 5.54% Reduce -47.6% 31,821 $15.7M
Balyasny Asset Management L.P. 0.04% Reduce -0.1% 31,503 $15.5M
HSBC Holdings PLC 0.01% Add +11.7% 27,628 $13.6M
Northern Trust Corp. 0.00% Reduce -2.0% 25,332 $12.5M
Janus Henderson Group PLC 0.01% Add +36.1% 23,481 $11.5M
Tokio Marine Asset Management Co. Ltd. 0.57% Add +122.9% 22,960 $11.3M
Charles Schwab Investment Management Inc. 0.00% Add +1.4% 17,662 $8.7M
AQR Arbitrage LLC 0.44% No change 16,820 $8.3M
Renaissance Technologies 0.01% Add +19.9% 16,182 $8.0M
Bank of Montreal 0.00% Add +95.8% 14,640 $7.2M
Bank of New York Mellon Corp 0.00% Reduce -12.4% 12,385 $6.1M
Alpine Associates Management Inc. 0.21% New 11,148 $5.5M
Gabelli Funds LLC 0.04% Add +447.8% 10,956 $5.4M
Fca Corp. 1.68% Add +0.1% 10,537 $5.2M
FMR LLC 0.00% Reduce -0.2% 9,503 $4.7M
Capula Management Ltd 0.16% New 9,424 $4.6M
LMR Partners LLP 0.16% New 9,213 $4.5M
Yakira Capital Management, Inc. 1.55% Add +12.2% 8,980 $4.4M
State of Wisconsin Investment Board 0.01% Reduce -0.4% 8,962 $4.4M
Brandes Investment Partners, LP 0.06% Add +9.8% 8,955 $4.4M
Credit Suisse AG/ 0.00% Reduce -27.7% 8,904 $4.4M
Public Employees Retirement System of Ohio 0.02% No change 8,400 $4.1M
Crabel Capital Management, LLC 3.57% No change 8,333 $4.1M
American Century Companies Inc. 0.00% Reduce -46.7% 8,047 $4.0M
Skandinaviska Enskilda Banken AB (publ) 0.02% Add +4.8% 7,470 $3.7M
Ameriprise Financial Inc. 0.00% No change 6,802 $3.3M
Polar Asset Management Partners Inc. 0.11% New 6,000 $3.0M
Tudor Investment Corporation 0.03% Add +25.1% 5,630 $2.8M
Natixis 0.02% New 5,520 $2.7M
Verition Fund Management LLC 0.03% Add +30.9% 5,500 $2.7M
Invesco Ltd. 0.00% Reduce -20.4% 5,101 $2.5M
Nuveen Asset Management, LLC 0.00% Reduce -26.7% 4,834 $2.4M
Versor Investments LP 0.44% Add +793.9% 4,425 $2.2M
Sagefield Capital LP 0.26% Reduce -9.9% 4,375 $2.2M
Swiss National Bank 0.00% No change 4,049 $2.0M
Chicago Capital Management, LLC 9.74% No change 3,963 $1.9M
Rhumbline Advisers 0.00% Reduce -1.1% 3,787 $1.9M
Bridgeway Capital Management, LLC 0.04% Reduce -76.4% 3,600 $1.8M
Absolute Gestao de Investimentos Ltda. 0.54% New 3,548 $1.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 3,502 $1.7M
Pictet Asset Management Holding SA 0.00% Add +24.6% 3,439 $1.7M
Wolverine Asset Management LLC 0.14% No change 3,332 $1.6M
Bank of America Corp. 0.00% Reduce -68.4% 3,312 $1.6M
Canada Pension Plan Investment Board 0.00% No change 3,000 $1.5M
Royal Bank of Canada 0.00% Reduce -24.4% 2,935 $1.4M
BCK Capital Management LP 0.96% No change 2,850 $1.4M
New York Life Investment Management LLC 0.01% Reduce -42.2% 2,836 $1.4M
UBS Group AG 0.00% Reduce -15.8% 2,828 $1.4M
Moore Capital Management, LP 0.03% Reduce -50.0% 2,500 $1.2M
PenderFund Capital Management Ltd. 0.61% No change 1,800 $1.2M
CSS LLC 0.29% Add +126.5% 2,421 $1.2M
Deuterium Capital Management, LLC 2.06% New 2,349 $1.2M
CenterBook Partners LP 0.08% Add +154.8% 2,303 $1.1M
Alliancebernstein L.P. 0.00% No change 2,260 $1.1M
DLD Asset Management, LP 2.74% No change 2,200 $1.1M
Barclays PLC 0.00% Reduce -56.4% 2,194 $1.1M
ACR Alpine Capital Research, LLC 0.03% Add +27.2% 2,138 $1.1M
Caldwell Sutter Capital, Inc. 0.50% Reduce -12.0% 2,113 $1.0M
California State Teachers Retirement System 0.00% Reduce -5.8% 2,083 $1.0M
Blackstone Inc. 0.00% Add +141.9% 2,008 $988K
Legal & General Group Plc 0.00% Reduce -0.5% 1,942 $955K
Garrison Point Advisors, LLC 0.60% No change 1,900 $935K
T. Rowe Price Associates Inc. 0.00% Add +4.7% 1,790 $881K
Prelude Capital Management, LLC 0.06% Add +3.8% 1,680 $826K
Westport Asset Management Inc. 0.38% No change 1,542 $759K
BNP Paribas Financial Markets 0.00% Add +144.0% 1,542 $759K
RBF Capital, LLC 0.04% No change 1,500 $738K
Guggenheim Capital LLC 0.01% No change 1,490 $733K
Westhampton Capital, LLC 0.38% Reduce -16.2% 1,425 $701K
Flow State Investments, L.P. 0.34% Add +138.5% 1,300 $640K
STRS Ohio 0.00% Reduce -7.1% 1,300 $639K
Trexquant Investment LP 0.01% New 1,279 $629K
MetLife Investment Management, LLC 0.00% No change 1,149 $565K
American International Group, Inc. 0.00% Reduce -0.9% 1,122 $552K
Beacon Pointe Advisors, LLC 0.01% No change 1,118 $550K
Two Sigma Investments, LP 0.00% New 1,110 $546K
Deutsche Bank AG 0.00% Add +2.4% 1,100 $541K
Water Island Capital LLC 0.06% Reduce -67.7% 1,074 $528K
Cambridge Investment Research Advisors, Inc. 0.00% Add +5.3% 1,001 $493K
&partners 0.07% No change 1,000 $492K
GAMCO Investors 0.01% Add +100.0% 1,000 $492K
Marshall Wace, LLP 0.00% No change 1,000 $492K
New York State Common Retirement Fund 0.00% Reduce -0.1% 989 $487K
Karpas Strategies, LLC 0.14% No change 927 $456K
Algert Global LLC 0.02% Reduce -41.6% 913 $449K
XTX Topco Ltd 0.06% New 901 $443K
Wells Fargo & Company 0.00% Reduce -8.3% 883 $435K
Diametric Capital, LP 0.24% Add +15.7% 879 $432K
Manufacturers Life Insurance Company, The 0.00% Reduce -32.9% 871 $428K
Citigroup Inc. 0.00% Add +30.2% 755 $371K
Voya Investment Management LLC 0.00% Reduce -20.0% 736 $362K
Inspire Investing, LLC 0.04% Reduce -8.5% 728 $358K
Citadel Advisors 0.00% Add +26.7% 721 $355K
Oxford Asset Management LLP 0.39% No change 711 $350K
Arizona State Retirement System 0.00% Reduce -1.7% 567 $279K
Victory Capital Management Inc. 0.00% Reduce -6.7% 542 $267K
Public Employees Retirement Association of Colorado 0.00% Reduce -20.3% 534 $263K
Susquehanna International Group, LLP 0.00% Reduce -85.7% 533 $262K
Graham Capital Management, L.P. 0.01% Add +17.6% 528 $260K
First Financial Bank - Trust Division 0.02% No change 500 $246K
Centiva Capital, LP 0.01% New 486 $239K
D. E. Shaw & Co. 0.00% No change 484 $238K
Creative Planning 0.00% Reduce -1.4% 436 $214K
ProShare Advisors LLC 0.00% New 409 $201K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 348 $171K
Adalta Capital Management LLC 0.08% New 310 $153K
SG Americas Securities, LLC 0.00% Reduce -35.1% 281 $138K
Osaic Holdings, Inc. 0.00% Reduce -62.6% 250 $123K
CANADA LIFE ASSURANCE Co 0.00% No change 234 $115K
Ameritas Investment Partners, Inc. 0.00% No change 224 $110K
CoreCap Advisors, LLC 0.00% New 158 $78K
Longfellow Investment Management Co. LLC 0.02% Add +39.3% 149 $73K
Ancora Advisors LLC 0.00% No change 135 $66K
Metropolitan Life Insurance Co 0.00% Reduce -3.9% 124 $61K
Carmignac Gestion 0.00% New 120 $59K
US Bancorp \de 0.00% No change 118 $58K
Elkhorn Partners Limited Partnership 0.03% Reduce -17.9% 78 $38K
Amalgamated Bank 0.00% Reduce -61.0% 78 $38K
Hall Laurie J Trustee 0.01% No change 73 $36K
Parallel Advisors, LLC 0.00% No change 48 $24K
Signaturefd, LLC 0.00% Reduce -4.3% 45 $22K
Lindbrook Capital, LLC 0.00% Reduce -12.8% 41 $20K
Pin Oak Investment Advisors Inc. 0.02% No change 37 $18K
Tower Research Capital LLC (TRC) 0.00% Reduce -63.5% 27 $13K
Covestor Ltd 0.01% Reduce -68.7% 21 $11K
Whittier Trust Co. 0.00% No change 20 $10K
GAMMA Investing LLC 0.00% Add +5.6% 19 $9K
Fortitude Family Office, LLC 0.00% No change 9 $4K
Russell Investments Group, Ltd. 0.00% Reduce -18.2% 9 $4K
Cwm, LLC 0.00% New 7 $3K
Bell Investment Advisors, Inc 0.00% No change 6 $3K
Huntington National Bank 0.00% No change 6 $3K
Carolinas Wealth Consulting LLC 0.00% No change 4 $2K
TFC Financial Management, Inc. 0.00% New 1 $492
Quadrant Capital Group LLC 0.00% No change 1 $492
Avior Wealth Management, LLC 0.00% New 1 $491

"% of holder's portfolio" is NWLI's weight in each manager's 13F, not the share of National Western Life Grou-A the manager owns.