National Western Life Grou-ANWLI
13F holders, Q2 2024 (June 30)153holders −2
24new positions
27sold out
5famous investors
$497.01avg. 13F price*
At the end of Q2 2024, 153 institutions reported holding National Western Life Grou-A (NWLI) in their 13F filings, down 2 from Q1 2024. 24 opened new positions and 27 sold out. The largest holders were Moody National Bank Trust Division ($532.9M), Vanguard Group Inc. ($103.0M) and BlackRock Inc. ($98.2M). 5 famous investors held it, including Paul Tudor Jones (0.6% of Tudor Investment Corporation's portfolio), Mario Gabelli (0.0% of GAMCO Investors'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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $62.5M |
| Exits | 27 | $68.2M |
All 13F filers, Q1 2024 → Q2 2024: 381,610 shares bought and 313,253 shares sold, net +68,357 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 153 holders
| Moody National Bank Trust Division | 41.42% | Reduce -1.6% | 1,072,337 | $532.9M |
| Vanguard Group Inc. | 0.00% | Reduce -0.8% | 207,365 | $103.0M |
| BlackRock Inc. | 0.00% | Add +5.5% | 197,655 | $98.2M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -11.3% | 193,647 | $96.2M |
| Glazer Capital, LLC | 6.87% | Add +31.4% | 157,834 | $78.4M |
| Tudor Investment Corporation | 0.61% | Add +1849.8% | 109,776 | $54.6M |
| Nexpoint Asset Management, L.P. | 4.65% | No change | 69,977 | $34.8M |
| Magnetar Financial LLC | 0.80% | No change | 67,482 | $33.5M |
| Qube Research & Technologies Ltd | 0.05% | Add +20.1% | 56,785 | $28.2M |
| Geode Capital Management, LLC | 0.00% | Add +4.2% | 53,451 | $26.6M |
| State Street Corp. | 0.00% | Reduce -0.7% | 50,754 | $25.2M |
| RK Asset Management, LLC | 19.73% | Reduce -2.7% | 45,959 | $22.8M |
| Westchester Capital Management, LLC | 0.96% | Add +12.4% | 44,642 | $22.2M |
| Tweedy, Browne Co LLC | 1.00% | Reduce -0.5% | 43,677 | $21.7M |
| HSBC Holdings PLC | 0.01% | Add +27.8% | 35,295 | $17.5M |
| Gabelli Funds LLC | 0.13% | Add +221.6% | 35,229 | $17.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.9% | 33,906 | $16.8M |
| Morgan Stanley | 0.00% | Reduce -16.0% | 33,594 | $16.7M |
| Janus Henderson Group PLC | 0.01% | Add +32.2% | 31,032 | $15.4M |
| Northern Trust Corp. | 0.00% | Reduce -3.3% | 24,496 | $12.2M |
| Woodline Partners LP | 0.11% | Reduce -51.9% | 22,510 | $11.2M |
| Vazirani Asset Management LLC | 22.90% | New | 21,500 | $10.7M |
| Bank of Montreal | 0.00% | Add +42.5% | 20,865 | $10.4M |
| Renaissance Technologies | 0.02% | Add +26.7% | 20,500 | $10.2M |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 1.68% | New | 20,150 | $10.0M |
| Millennium Management | 0.01% | Reduce -48.4% | 18,110 | $9.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.1% | 18,025 | $9.0M |
| AQR Arbitrage LLC | 0.39% | Add +2.6% | 17,253 | $8.6M |
| Trium Capital LLP | 2.91% | New | 16,539 | $8.2M |
| FNY Investment Advisers, LLC | 5.07% | New | 15,000 | $7.5M |
| Bank of New York Mellon Corp | 0.00% | Add +5.2% | 13,029 | $6.5M |
| Paloma Partners Management Co | 0.63% | New | 11,646 | $5.8M |
| Natixis | 0.04% | Add +104.5% | 11,286 | $5.6M |
| Alpine Associates Management Inc. | 0.27% | No change | 11,148 | $5.5M |
| Fca Corp. | 1.68% | Add +0.1% | 10,551 | $5.2M |
| Gardner Lewis Asset Management L P | 1.44% | New | 10,386 | $5.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +190.6% | 10,175 | $5.1M |
| FMR LLC | 0.00% | Add +5.5% | 10,026 | $5.0M |
| Yakira Capital Management, Inc. | 1.78% | No change | 8,980 | $4.5M |
| State of Wisconsin Investment Board | 0.01% | Add +0.2% | 8,976 | $4.5M |
| Public Employees Retirement System of Ohio | 0.02% | No change | 8,400 | $4.2M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | Add +11.9% | 8,362 | $4.2M |
| Crabel Capital Management, LLC | 5.09% | No change | 8,333 | $4.1M |
| American Century Companies Inc. | 0.00% | Reduce -1.7% | 7,907 | $3.9M |
| Brandes Investment Partners, LP | 0.04% | Reduce -19.6% | 7,204 | $3.6M |
| Norges Bank | 0.00% | New | 6,600 | $3.3M |
| Water Island Capital LLC | 0.36% | Add +503.2% | 6,478 | $3.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -17.9% | 5,582 | $2.8M |
| Nuveen Asset Management, LLC | 0.00% | Add +5.9% | 5,121 | $2.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -84.9% | 5,088 | $2.5M |
| Invesco Ltd. | 0.00% | Reduce -0.4% | 5,082 | $2.5M |
| Pentwater Capital Management LP | 0.05% | New | 5,000 | $2.5M |
| Prelude Capital Management, LLC | 0.21% | Add +196.3% | 4,978 | $2.5M |
| GAMCO Investors | 0.02% | Add +333.5% | 4,335 | $2.2M |
| Rhumbline Advisers | 0.00% | Add +9.8% | 4,159 | $2.1M |
| Swiss National Bank | 0.00% | No change | 4,049 | $2.0M |
| Trexquant Investment LP | 0.03% | Add +213.9% | 4,015 | $2.0M |
| Chicago Capital Management, LLC | 7.17% | No change | 3,963 | $2.0M |
| Versor Investments LP | 0.36% | Reduce -12.1% | 3,889 | $1.9M |
| Sagefield Capital LP | 0.19% | Reduce -16.0% | 3,675 | $1.8M |
| Bridgeway Capital Management, LLC | 0.04% | No change | 3,600 | $1.8M |
| Absolute Gestao de Investimentos Ltda. | 0.92% | No change | 3,548 | $1.8M |
| Wolverine Asset Management LLC | 0.16% | Add +1.9% | 3,395 | $1.7M |
| Bank of America Corp. | 0.00% | Reduce -4.2% | 3,174 | $1.6M |
| New York Life Investment Management LLC | 0.01% | Add +5.9% | 3,004 | $1.5M |
| Canada Pension Plan Investment Board | 0.00% | No change | 3,000 | $1.5M |
| Royal Bank of Canada | 0.00% | Reduce -2.0% | 2,876 | $1.4M |
| BCK Capital Management LP | 0.92% | No change | 2,850 | $1.4M |
| SG Americas Securities, LLC | 0.01% | Add +880.4% | 2,755 | $1.4M |
| Two Sigma Securities, LLC | 0.06% | New | 2,530 | $1.3M |
| Legal & General Group Plc | 0.00% | Add +29.3% | 2,510 | $1.2M |
| Crystalline Management Inc. | 2.25% | New | 2,500 | $1.2M |
| Susquehanna Fundamental Investments, LLC | 0.03% | New | 2,362 | $1.2M |
| Alliancebernstein L.P. | 0.00% | No change | 2,260 | $1.1M |
| ClearAlpha Technologies LP | 0.42% | New | 2,153 | $1.1M |
| Two Sigma Advisers, LP | 0.00% | New | 2,119 | $1.1M |
| Jane Street Group, LLC | 0.00% | New | 2,076 | $1.0M |
| CSS LLC | 0.22% | Reduce -16.2% | 2,029 | $1.0M |
| California State Teachers Retirement System | 0.00% | Reduce -2.7% | 2,027 | $1.0M |
| Caldwell Sutter Capital, Inc. | 0.48% | Reduce -8.5% | 1,933 | $961K |
| Garrison Point Advisors, LLC | 0.62% | No change | 1,900 | $944K |
| Susquehanna International Group, LLP | 0.00% | Add +238.5% | 1,804 | $896K |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -13.2% | 1,553 | $772K |
| Westport Asset Management Inc. | 0.38% | No change | 1,542 | $766K |
| PenderFund Capital Management Ltd. | 0.44% | Reduce -38.9% | 1,100 | $748K |
| RBF Capital, LLC | 0.04% | No change | 1,500 | $745K |
| Guggenheim Capital LLC | 0.01% | Add +0.1% | 1,492 | $741K |
| UBS Group AG | 0.00% | Reduce -50.1% | 1,410 | $701K |
| Flow State Investments, L.P. | 0.38% | Add +7.7% | 1,400 | $696K |
| Dark Forest Capital Management LP | 0.12% | New | 1,357 | $674K |
| MetLife Investment Management, LLC | 0.00% | Add +15.0% | 1,321 | $656K |
| STRS Ohio | 0.00% | No change | 1,300 | $646K |
| Corebridge Financial, Inc. | 0.00% | — | 1,219 | $606K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 1,193 | $593K |
| Blackstone Inc. | 0.00% | Reduce -41.3% | 1,178 | $585K |
| Algert Global LLC | 0.02% | Add +22.8% | 1,121 | $557K |
| Beacon Pointe Advisors, LLC | 0.01% | No change | 1,118 | $556K |
| Wells Fargo & Company | 0.00% | Add +19.8% | 1,058 | $526K |
| &partners | 0.02% | No change | 1,000 | $497K |
| New York State Common Retirement Fund | 0.00% | No change | 989 | $491K |
| Virtu Financial LLC | 0.03% | New | 975 | $484K |
| Marshall Wace, LLP | 0.00% | Reduce -6.1% | 939 | $467K |
| Citigroup Inc. | 0.00% | Add +22.8% | 927 | $461K |
| Karpas Strategies, LLC | 0.14% | No change | 927 | $461K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -8.1% | 920 | $457K |
| Deutsche Bank AG | 0.00% | Reduce -16.6% | 918 | $456K |
| Gsa Capital Partners LLP | 0.03% | New | 910 | $452K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -0.7% | 865 | $430K |
| Barclays PLC | 0.00% | Reduce -61.1% | 853 | $424K |
| BNP Paribas Financial Markets | 0.00% | Reduce -46.4% | 826 | $410K |
| Oxford Asset Management LLP | 0.38% | Add +9.1% | 776 | $386K |
| Voya Investment Management LLC | 0.00% | Reduce -3.1% | 713 | $354K |
| Inspire Investing, LLC | 0.04% | Reduce -3.2% | 705 | $350K |
| Precision Wealth Strategies, LLC | 0.32% | New | 625 | $311K |
| Creative Planning | 0.00% | Add +41.5% | 617 | $307K |
| HRT Financial LP | 0.00% | New | 601 | $298K |
| Arizona State Retirement System | 0.00% | Add +1.9% | 578 | $287K |
| Centiva Capital, LP | 0.01% | Add +4.1% | 506 | $251K |
| D. E. Shaw & Co. | 0.00% | No change | 484 | $241K |
| Westhampton Capital, LLC | 0.13% | Reduce -66.7% | 475 | $236K |
| Deerfield Management Company, L.P. | 0.00% | New | 408 | $203K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +1325.9% | 385 | $191K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 348 | $173K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -37.8% | 332 | $165K |
| Adalta Capital Management LLC | 0.08% | No change | 310 | $154K |
| Innealta Capital, LLC | 0.05% | New | 290 | $144K |
| Osaic Holdings, Inc. | 0.00% | No change | 250 | $124K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 224 | $111K |
| Russell Investments Group, Ltd. | 0.00% | Add +1622.2% | 155 | $77K |
| Longfellow Investment Management Co. LLC | 0.02% | No change | 149 | $74K |
| Carmignac Gestion | 0.00% | No change | 120 | $60K |
| US Bancorp \de | 0.00% | No change | 118 | $59K |
| Danske Bank A/S | 0.00% | New | 100 | $50K |
| Elkhorn Partners Limited Partnership | 0.03% | No change | 78 | $39K |
| Amalgamated Bank | 0.00% | No change | 78 | $39K |
| Hall Laurie J Trustee | 0.01% | No change | 73 | $36K |
| First Trust Capital Management L.P. | 0.00% | Reduce -99.8% | 64 | $32K |
| Parallel Advisors, LLC | 0.00% | No change | 48 | $24K |
| Signaturefd, LLC | 0.00% | No change | 45 | $22K |
| Lindbrook Capital, LLC | 0.00% | No change | 41 | $20K |
| Ancora Advisors LLC | 0.00% | Reduce -74.1% | 35 | $17K |
| Covestor Ltd | 0.01% | Reduce -4.8% | 20 | $10K |
| Whittier Trust Co. | 0.00% | No change | 20 | $10K |
| GAMMA Investing LLC | 0.00% | No change | 19 | $9K |
| Smartleaf Asset Management LLC | 0.00% | New | 10 | $5K |
| Fortitude Family Office, LLC | 0.00% | No change | 9 | $4K |
| Cwm, LLC | 0.00% | Add +14.3% | 8 | $4K |
| 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% | No change | 1 | $497 |
| Nisa Investment Advisors, LLC | 0.00% | New | 1 | $497 |
| Quadrant Capital Group LLC | 0.00% | No change | 1 | $497 |
"% 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.