National Western Life Group Ownership 2024 | Who Owns National Western Life Group Now?
Institutional Ownership
65.12%
Insider Ownership
1.35%
Retail Ownership
33.53%
Institutional Holders
101.00
National Western Life Group Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MOODY NATIONAL BANK TRUST DIVISION | 30.81% | 42.24% | 1,089,377 | -20,000 | -1.80% | 535,929,909 | Mar 31, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 6.17% | 0.03% | 218,266 | -11,105 | -4.84% | 107,378,141 | Mar 31, 2024 |
| VANGUARD GROUP INC | 5.91% | 0.00% | 209,149 | 17,540 | 9.15% | 102,892,942 | Mar 31, 2024 |
| BLACKROCK INC. | 5.30% | 0.00% | 187,286 | -7,274 | -3.74% | 92,137,220 | Mar 31, 2024 |
| GLAZER CAPITAL, LLC | 3.40% | 6.15% | 120,085 | 27,469 | 29.66% | 59,077,000 | Mar 31, 2024 |
| NEXPOINT ASSET MANAGEMENT, L.P. | 1.98% | 5.17% | 69,977 | 9,623 | 15.94% | 34,425,885 | Mar 31, 2024 |
| MAGNETAR FINANCIAL LLC | 1.91% | 0.74% | 67,482 | - | - | 33,198,445 | Mar 31, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.45% | 0.00% | 51,309 | 1,173 | 2.34% | 25,245,289 | Mar 31, 2024 |
| STATE STREET CORP | 1.44% | 0.00% | 51,087 | 228 | 0.45% | 25,132,761 | Mar 31, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 1.34% | 0.04% | 47,298 | 18,571 | 64.65% | 23,268,724 | Mar 31, 2024 |
| RK ASSET MANAGEMENT, LLC | 1.34% | 18.91% | 47,217 | -1,986 | -4.04% | 23,229,000 | Mar 31, 2024 |
| WOODLINE PARTNERS LP | 1.32% | 0.21% | 46,801 | 6,801 | 17.00% | 23,024,220 | Mar 31, 2024 |
| TWEEDY, BROWNE CO LLC | 1.24% | 1.01% | 43,882 | -25 | -0.06% | 21,588,189 | Mar 31, 2024 |
| MORGAN STANLEY | 1.13% | 0.00% | 39,981 | -4,111 | -9.32% | 19,669,587 | Mar 31, 2024 |
| WESTCHESTER CAPITAL MANAGEMENT, LLC | 1.12% | 0.72% | 39,706 | 23,899 | 151.19% | 19,533,763 | Mar 31, 2024 |
| FIRST TRUST CAPITAL MANAGEMENT L.P. | 1.12% | 1.65% | 39,561 | 16,611 | 72.38% | 19,462,430 | Mar 31, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.99% | 0.01% | 35,085 | 18,184 | 107.59% | 17,260,417 | Mar 31, 2024 |
| GOLDMAN SACHS GROUP INC | 0.98% | 0.00% | 34,576 | 13,885 | 67.11% | 17,010,009 | Mar 31, 2024 |
| JPMORGAN CHASE & CO | 0.95% | 0.00% | 33,768 | 27,885 | 473.99% | 16,612,505 | Mar 31, 2024 |
| M3F, INC. | 0.90% | 5.54% | 31,821 | -28,961 | -47.65% | 15,655,000 | Mar 31, 2024 |
National Western Life Group's largest institutional shareholder is MOODY NATIONAL BANK TRUST DIVISION, holding 30.81% of the company's total share outstanding, currently valued at $535.93M. The top 10 institutional shareholders own together 59.71% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MOODY NATIONAL BANK TRUST DIVISION | 30.81% | 42.24% | 1,089,377 | -20,000 | -1.80% | 535,929,909 | Mar 31, 2024 |
| RK ASSET MANAGEMENT, LLC | 1.34% | 18.91% | 47,217 | -1,986 | -4.04% | 23,229,000 | Mar 31, 2024 |
| GLAZER CAPITAL, LLC | 3.40% | 6.15% | 120,085 | 27,469 | 29.66% | 59,077,000 | Mar 31, 2024 |
| M3F, INC. | 0.90% | 5.54% | 31,821 | -28,961 | -47.65% | 15,655,000 | Mar 31, 2024 |
| NEXPOINT ASSET MANAGEMENT, L.P. | 1.98% | 5.17% | 69,977 | 9,623 | 15.94% | 34,425,885 | Mar 31, 2024 |
| CRABEL CAPITAL MANAGEMENT, LLC | 0.24% | 3.57% | 8,333 | - | - | 4,100,000 | Mar 31, 2024 |
| DEUTERIUM CAPITAL MANAGEMENT, LLC | 0.07% | 2.06% | 2,349 | 2,349 | 100.00% | 1,155,614 | Mar 31, 2024 |
| CHICAGO CAPITAL MANAGEMENT, LLC | 0.11% | 2.05% | 3,963 | - | - | 1,949,637 | Mar 31, 2024 |
| FCA CORP /TX | 0.30% | 1.68% | 10,537 | 10 | 0.10% | 5,183,727 | Mar 31, 2024 |
| FIRST TRUST CAPITAL MANAGEMENT L.P. | 1.12% | 1.65% | 39,561 | 16,611 | 72.38% | 19,462,430 | Mar 31, 2024 |
| YAKIRA CAPITAL MANAGEMENT, INC. | 0.25% | 1.33% | 8,980 | 979 | 12.24% | 4,417,801 | Mar 31, 2024 |
| TWEEDY, BROWNE CO LLC | 1.24% | 1.01% | 43,882 | -25 | -0.06% | 21,588,189 | Mar 31, 2024 |
| BCK CAPITAL MANAGEMENT LP | 0.08% | 0.95% | 2,850 | - | - | 1,402,086 | Mar 31, 2024 |
| MAGNETAR FINANCIAL LLC | 1.91% | 0.74% | 67,482 | - | - | 33,198,445 | Mar 31, 2024 |
| WESTCHESTER CAPITAL MANAGEMENT, LLC | 1.12% | 0.72% | 39,706 | 23,899 | 151.19% | 19,533,763 | Mar 31, 2024 |
| GARRISON POINT ADVISORS, LLC | 0.05% | 0.60% | 1,900 | - | - | 934,724 | Mar 31, 2024 |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 0.65% | 0.57% | 22,960 | 12,660 | 122.91% | 11,295,402 | Mar 31, 2024 |
| 0.10% | 0.53% | 3,548 | 3,548 | 100.00% | 1,745,474 | Mar 31, 2024 | |
| CALDWELL SUTTER CAPITAL, INC. | 0.06% | 0.50% | 2,113 | -287 | -11.96% | 1,039,511 | Mar 31, 2024 |
| VERSOR INVESTMENTS LP | 0.13% | 0.44% | 4,425 | 3,930 | 793.94% | 2,176,923 | Mar 31, 2024 |
The largest National Western Life Group shareholder by % of total assets is MOODY NATIONAL BANK TRUST DIVISION. The company owns 1.09M shares of National Western Life Group (NWLI), representing 42.24% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | 0.95% | 0.00% | 33,768 | 27,885 | 473.99% | 16,612,505 | Mar 31, 2024 |
| GLAZER CAPITAL, LLC | 3.40% | 6.15% | 120,085 | 27,469 | 29.66% | 59,077,000 | Mar 31, 2024 |
| WESTCHESTER CAPITAL MANAGEMENT, LLC | 1.12% | 0.72% | 39,706 | 23,899 | 151.19% | 19,533,763 | Mar 31, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 1.34% | 0.04% | 47,298 | 18,571 | 64.65% | 23,268,724 | Mar 31, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.99% | 0.01% | 35,085 | 18,184 | 107.59% | 17,260,417 | Mar 31, 2024 |
| VANGUARD GROUP INC | 5.91% | 0.00% | 209,149 | 17,540 | 9.15% | 102,892,942 | Mar 31, 2024 |
| FIRST TRUST CAPITAL MANAGEMENT L.P. | 1.12% | 1.65% | 39,561 | 16,611 | 72.38% | 19,462,430 | Mar 31, 2024 |
| GOLDMAN SACHS GROUP INC | 0.98% | 0.00% | 34,576 | 13,885 | 67.11% | 17,010,009 | Mar 31, 2024 |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 0.65% | 0.57% | 22,960 | 12,660 | 122.91% | 11,295,402 | Mar 31, 2024 |
| ALPINE ASSOCIATES MANAGEMENT INC. | 0.32% | 0.21% | 11,148 | 11,148 | 100.00% | 5,484,370 | Mar 31, 2024 |
| NEXPOINT ASSET MANAGEMENT, L.P. | 1.98% | 5.17% | 69,977 | 9,623 | 15.94% | 34,425,885 | Mar 31, 2024 |
| CAPULA MANAGEMENT LTD | 0.27% | 0.11% | 9,424 | 9,424 | 100.00% | 4,636,231 | Mar 31, 2024 |
| LMR PARTNERS LLP | 0.26% | 0.05% | 9,213 | 9,213 | 100.00% | 4,532,427 | Mar 31, 2024 |
| GABELLI FUNDS LLC | 0.31% | 0.04% | 10,956 | 8,956 | 447.80% | 5,389,914 | Mar 31, 2024 |
| BANK OF MONTREAL /CAN/ | 0.41% | 0.00% | 14,640 | 7,164 | 95.83% | 7,204,344 | Mar 31, 2024 |
| WOODLINE PARTNERS LP | 1.32% | 0.21% | 46,801 | 6,801 | 17.00% | 23,024,220 | Mar 31, 2024 |
| JANUS HENDERSON GROUP PLC | 0.66% | 0.01% | 23,481 | 6,223 | 36.06% | 11,540,917 | Mar 31, 2024 |
| POLAR ASSET MANAGEMENT PARTNERS INC. | 0.17% | 0.05% | 6,000 | 6,000 | 100.00% | 2,951,760 | Mar 31, 2024 |
| NATIXIS | 0.16% | 0.01% | 5,520 | 5,520 | 100.00% | 2,715,619 | Mar 31, 2024 |
| VERSOR INVESTMENTS LP | 0.13% | 0.44% | 4,425 | 3,930 | 793.94% | 2,176,923 | Mar 31, 2024 |
As of Mar 31 2024, National Western Life Group's largest institutional buyer is JPMORGAN CHASE & CO. The company purchased 27.89K stocks of NWLI, valued at $16.61M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | - | - | - | -88,894 | -100.00% | - | Mar 31, 2024 |
| M3F, INC. | 0.90% | 5.54% | 31,821 | -28,961 | -47.65% | 15,655,000 | Mar 31, 2024 |
| MOODY NATIONAL BANK TRUST DIVISION | 30.81% | 42.24% | 1,089,377 | -20,000 | -1.80% | 535,929,909 | Mar 31, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.10% | 0.04% | 3,600 | -11,669 | -76.42% | 1,771,056 | Mar 31, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 6.17% | 0.03% | 218,266 | -11,105 | -4.84% | 107,378,141 | Mar 31, 2024 |
| BLACKROCK INC. | 5.30% | 0.00% | 187,286 | -7,274 | -3.74% | 92,137,220 | Mar 31, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.09% | 0.00% | 3,312 | -7,177 | -68.42% | 1,629,372,000 | Mar 31, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.23% | 0.00% | 8,047 | -7,040 | -46.66% | 3,958,802 | Mar 31, 2024 |
| EMPOWERED FUNDS, LLC | - | - | - | -5,991 | -100.00% | - | Mar 31, 2024 |
| MORGAN STANLEY | 1.13% | 0.00% | 39,981 | -4,111 | -9.32% | 19,669,587 | Mar 31, 2024 |
| QUINN OPPORTUNITY PARTNERS LLC | - | - | - | -3,945 | -100.00% | - | Mar 31, 2024 |
| FIRST TRUST ADVISORS LP | - | - | - | -3,471 | -100.00% | - | Mar 31, 2024 |
| CREDIT SUISSE AG/ | 0.25% | 0.00% | 8,904 | -3,416 | -27.73% | 4,380,412 | Mar 31, 2024 |
| WATER ISLAND CAPITAL LLC | - | - | - | -3,320 | -100.00% | - | Mar 31, 2024 |
| NOMURA HOLDINGS INC | - | - | - | -3,109 | -100.00% | - | Mar 31, 2024 |
| BARCLAYS PLC | 0.06% | 0.00% | 2,194 | -2,835 | -56.37% | 1,080,000 | Mar 31, 2024 |
| MOORE CAPITAL MANAGEMENT, LP | 0.07% | 0.02% | 2,500 | -2,500 | -50.00% | 1,229,900 | Mar 31, 2024 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 0.08% | 0.01% | 2,836 | -2,067 | -42.16% | 1,395,199 | Mar 31, 2024 |
| RK ASSET MANAGEMENT, LLC | 1.34% | 18.91% | 47,217 | -1,986 | -4.04% | 23,229,000 | Mar 31, 2024 |
| HRT FINANCIAL LP | - | - | - | -1,870 | -100.00% | - | Mar 31, 2024 |
As of Mar 31 2024, National Western Life Group's biggest institutional seller is ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC. The company sold -88.89K shares of NWLI, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ALPINE ASSOCIATES MANAGEMENT INC. | 0.32% | 0.21% | 11,148 | 11,148 | 100.00% | 5,484,370 | Mar 31, 2024 |
| CAPULA MANAGEMENT LTD | 0.27% | 0.11% | 9,424 | 9,424 | 100.00% | 4,636,231 | Mar 31, 2024 |
| LMR PARTNERS LLP | 0.26% | 0.05% | 9,213 | 9,213 | 100.00% | 4,532,427 | Mar 31, 2024 |
| POLAR ASSET MANAGEMENT PARTNERS INC. | 0.17% | 0.05% | 6,000 | 6,000 | 100.00% | 2,951,760 | Mar 31, 2024 |
| NATIXIS | 0.16% | 0.01% | 5,520 | 5,520 | 100.00% | 2,715,619 | Mar 31, 2024 |
| 0.10% | 0.53% | 3,548 | 3,548 | 100.00% | 1,745,474 | Mar 31, 2024 | |
| DEUTERIUM CAPITAL MANAGEMENT, LLC | 0.07% | 2.06% | 2,349 | 2,349 | 100.00% | 1,155,614 | Mar 31, 2024 |
| TREXQUANT INVESTMENT LP | 0.04% | 0.01% | 1,279 | 1,279 | 100.00% | 629,217 | Mar 31, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.03% | 0.00% | 1,110 | 1,110 | 100.00% | 546,076 | Mar 31, 2024 |
| XTX TOPCO LTD | 0.03% | 0.06% | 901 | 901 | 100.00% | 443,256 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.02% | - | 533 | 533 | 100.00% | 262,215 | Mar 31, 2024 |
| CENTIVA CAPITAL, LP | 0.01% | 0.01% | 486 | 486 | 100.00% | 239,093 | Mar 31, 2024 |
| PROSHARE ADVISORS LLC | 0.01% | 0.00% | 409 | 409 | 100.00% | 201,211 | Mar 31, 2024 |
| ADALTA CAPITAL MANAGEMENT LLC | 0.01% | 0.08% | 310 | 310 | 100.00% | 152,508 | Mar 31, 2024 |
| CARMIGNAC GESTION | 0.00% | 0.00% | 120 | 120 | 100.00% | 59,035 | Mar 31, 2024 |
| CWM, LLC | 0.00% | - | 7 | 7 | 100.00% | 3,000 | Mar 31, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | 1 | 1 | 100.00% | 491 | Mar 31, 2024 |
| TFC FINANCIAL MANAGEMENT, INC. | - | 0.00% | 1 | 1 | 100.00% | 492 | Mar 31, 2024 |
National Western Life Group's largest new institutional shareholder by number of shares is ALPINE ASSOCIATES MANAGEMENT INC., purchased 11.15K shares, valued at $5.48M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | - | - | - | -88,894 | -100.00% | - | Mar 31, 2024 |
| EMPOWERED FUNDS, LLC | - | - | - | -5,991 | -100.00% | - | Mar 31, 2024 |
| QUINN OPPORTUNITY PARTNERS LLC | - | - | - | -3,945 | -100.00% | - | Mar 31, 2024 |
| FIRST TRUST ADVISORS LP | - | - | - | -3,471 | -100.00% | - | Mar 31, 2024 |
| WATER ISLAND CAPITAL LLC | - | - | - | -3,320 | -100.00% | - | Mar 31, 2024 |
| NOMURA HOLDINGS INC | - | - | - | -3,109 | -100.00% | - | Mar 31, 2024 |
| HRT FINANCIAL LP | - | - | - | -1,870 | -100.00% | - | Mar 31, 2024 |
| SEI INVESTMENTS CO | - | - | - | -1,549 | -100.00% | - | Mar 31, 2024 |
| DARK FOREST CAPITAL MANAGEMENT LP | - | - | - | -1,500 | -100.00% | - | Mar 31, 2024 |
| MARTINGALE ASSET MANAGEMENT L P | - | - | - | -1,289 | -100.00% | - | Mar 31, 2024 |
| JANE STREET GROUP, LLC | - | - | - | -1,011 | -100.00% | - | Mar 31, 2024 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | - | - | - | -650 | -100.00% | - | Mar 31, 2024 |
| TWO SIGMA ADVISERS, LP | - | - | - | -500 | -100.00% | - | Mar 31, 2024 |
| ADVISORY SERVICES NETWORK, LLC | - | - | - | -5 | -100.00% | - | Mar 31, 2024 |
| ALLWORTH FINANCIAL LP | - | - | - | -2 | -100.00% | - | Mar 31, 2024 |
National Western Life Group's largest sold out institutional shareholder by shares sold is ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC, sold -88.89K shares, valued at -, as of undefined.
National Western Life Group Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Adirondack Funds | 0.02% | 950 | - | - | Dec 31, 2023 |
| NEXPOINT FUNDS I | 0.01% | 55,801 | 55,801 | - | Dec 31, 2023 |
| TWEEDY, BROWNE FUND INC. | 0.01% | 33,708 | - | - | Dec 29, 2023 |
| Gabelli 787 Fund, Inc. | 0.01% | 500 | 500 | - | Jan 31, 2024 |
| Vericimetry Funds | 0.00% | 510 | - | - | Dec 31, 2023 |
| AltShares Trust | 0.00% | 835 | -4,024 | -82.82% | Feb 29, 2024 |
| BRIDGEWAY FUNDS INC | 0.00% | 9,278 | -1,500 | -13.92% | Dec 29, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 0.00% | 1,444 | - | - | Dec 31, 2023 |
| MERGER FUND | 0.00% | 10,853 | 10,853 | - | Dec 29, 2023 |
| IndexIQ ETF Trust | 0.00% | 3,149 | 1,719 | 120.21% | Jan 31, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.00% | 3,068 | - | - | Dec 31, 2023 |
| RYDEX VARIABLE TRUST | 0.00% | 1,460 | 1,459 | 145900.00% | Dec 31, 2023 |
| Virtus Event Opportunities Trust | 0.00% | 2,677 | 2,677 | - | Dec 29, 2023 |
| MERGER FUND VL | 0.00% | 144 | 144 | - | Dec 29, 2023 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.00% | 3,353 | - | - | Jan 31, 2024 |
| Bernstein Fund Inc | 0.00% | 8,930 | - | - | Dec 31, 2023 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 345 | - | - | Dec 31, 2023 |
| GDL FUND | 0.00% | 1,000 | 1,000 | - | Dec 29, 2023 |
| QUANTITATIVE MASTER SERIES LLC | 0.00% | 4,128 | 250 | 6.45% | Dec 31, 2023 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 6,451 | - | - | Dec 31, 2023 |
| RYDEX SERIES FUNDS | 0.00% | 2,624 | 2,603 | 12395.24% | Dec 31, 2023 |
| Humankind Benefit Corp | 0.00% | 10 | -2 | -16.67% | Dec 31, 2023 |
| VANGUARD INDEX FUNDS | 0.00% | 205,598 | 35,768 | 21.06% | Dec 31, 2023 |
| HOTCHKIS & WILEY FUNDS /DE/ | 0.00% | 4,955 | - | - | Dec 31, 2023 |
| BNY Mellon Strategic Funds, Inc. | 0.00% | 900 | - | - | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 92 | - | - | Dec 31, 2023 |
| Lattice Strategies Trust | 0.00% | 534 | -9 | -1.66% | Dec 31, 2023 |
| CLEARWATER INVESTMENT TRUST | 0.00% | 2,539 | - | - | Dec 29, 2023 |
| GABELLI INVESTOR FUNDS INC | 0.00% | 500 | 500 | - | Dec 29, 2023 |
| FIDELITY COMMONWEALTH TRUST | 0.00% | 579 | - | - | Feb 29, 2024 |
| TARGET PORTFOLIO TRUST | 0.00% | 3,600 | - | - | Jan 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 172,415 | 2,567 | 1.51% | Jan 31, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 1,754 | - | - | Mar 31, 2024 |
| JNL VARIABLE FUND LLC | 0.00% | 794 | - | - | Mar 31, 2020 |
| FIDELITY DEVONSHIRE TRUST | 0.00% | 1,300 | - | - | Jan 31, 2024 |
| PFM Multi-Manager Series Trust | 0.00% | 100 | - | - | Dec 31, 2023 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 21,205 | 22 | 0.10% | Feb 29, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 224 | - | - | Dec 31, 2023 |
| Dimensional ETF Trust | 0.00% | 38,981 | - | - | Jan 31, 2024 |
| CREDIT SUISSE OPPORTUNITY FUNDS | 0.00% | 3,403 | 311 | 10.06% | Jan 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 8,075 | -7,023 | -46.52% | Feb 29, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 11,739 | 436 | 3.86% | Feb 29, 2024 |
| DIMENSIONAL INVESTMENT GROUP INC | 0.00% | 900 | - | - | Jan 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 4,398 | - | - | Jan 31, 2024 |
| TIMOTHY PLAN | 0.00% | 210 | - | - | Mar 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 1,325 | - | - | Dec 31, 2023 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 170 | - | - | Dec 31, 2023 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 739 | - | - | Feb 29, 2024 |
| SunAmerica Specialty Series | 0.00% | 21 | - | - | Apr 30, 2021 |
| BRANDES INVESTMENT TRUST | 0.00% | 536 | - | - | Dec 29, 2023 |
| GOLDMAN SACHS TRUST | 0.00% | 6,282 | - | - | Feb 29, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 920 | -19 | -2.02% | Dec 31, 2023 |
| RBC FUNDS TRUST | 0.00% | 2,560 | - | - | Dec 29, 2023 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 0.00% | 11,423 | - | - | Dec 31, 2023 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.00% | 120 | 71 | 144.90% | Dec 31, 2023 |
| GPS Funds I | 0.00% | 132 | - | - | Dec 31, 2023 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 111 | -9 | -7.50% | Dec 31, 2023 |
| ADVISORS' INNER CIRCLE FUND | 0.00% | 300 | - | - | Jan 31, 2024 |
| Dunham Funds | 0.00% | 1,458 | - | - | Jan 31, 2024 |
| OLD WESTBURY FUNDS INC | 0.00% | 2,400 | - | - | Jan 31, 2024 |
| VANGUARD WORLD FUND | 0.00% | 3,429 | 17 | 0.50% | Feb 29, 2024 |
| Legg Mason ETF Investment Trust | 0.00% | 431 | - | - | Dec 31, 2023 |
| TIAA-CREF LIFE FUNDS | 0.00% | 35 | - | - | Dec 31, 2023 |
| Virtus Investment Trust | 0.00% | 390 | - | - | Dec 29, 2023 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 537 | - | - | Dec 31, 2023 |
| THRIVENT MUTUAL FUNDS | 0.00% | 816 | - | - | Jan 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 121 | -73 | -37.63% | Dec 31, 2023 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 780 | 100 | 14.71% | Dec 31, 2023 |
| Goldman Sachs ETF Trust | 0.00% | 818 | -13 | -1.56% | Feb 29, 2024 |
| MAINSTAY VP FUNDS TRUST | 0.00% | 900 | - | - | Dec 31, 2023 |
| Federated Hermes Global Allocation Fund | 0.00% | 66 | - | - | Feb 29, 2024 |
| DFA INVESTMENT TRUST CO | 0.00% | 900 | - | - | Jan 31, 2024 |
| EQ ADVISORS TRUST | 0.00% | 6,698 | 702 | 11.71% | Dec 31, 2023 |
| COLUMBIA FUNDS SERIES TRUST I | 0.00% | 27,096 | - | - | Feb 29, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 1,229 | - | - | Feb 29, 2024 |
| RUSSELL INVESTMENT FUNDS | 0.00% | 359 | - | - | Dec 31, 2023 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 10,114 | 1,183 | 13.25% | Feb 29, 2024 |
| FLEXSHARES TRUST | 0.00% | 334 | -8 | -2.34% | Jan 31, 2024 |
| RBB FUND, INC. | 0.00% | 400 | - | - | Feb 29, 2024 |
| Trust for Advised Portfolios | 0.00% | 75 | - | - | Dec 31, 2023 |
| ProFunds | 0.00% | 32 | 12 | 60.00% | Jan 31, 2024 |
| VALIC Co I | 0.00% | 874 | -2,768 | -76.00% | Feb 29, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 74 | - | - | Dec 29, 2023 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 347 | - | - | Dec 31, 2023 |
| RUSSELL INVESTMENT CO | 0.00% | 755 | - | - | Jan 31, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 10 | - | - | Dec 31, 2023 |
| NORTHERN FUNDS | 0.00% | 2,094 | -21 | -0.99% | Dec 29, 2023 |
| Guggenheim Active Allocation Fund | 0.00% | 14 | - | - | Feb 29, 2024 |
| WisdomTree Trust | 0.00% | 4,650 | - | - | Feb 29, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 304 | -28 | -8.43% | Jan 31, 2024 |
| HC CAPITAL TRUST | 0.00% | 59 | - | - | Dec 31, 2023 |
| VANGUARD WELLINGTON FUND | 0.00% | 778 | - | - | Feb 29, 2024 |
| Victory Portfolios II | 0.00% | 102 | -111 | -52.11% | Dec 31, 2023 |
| ALLSPRING MASTER TRUST | 0.00% | 111 | - | - | Feb 29, 2024 |
| PGIM ETF TRUST | 0.00% | 90 | - | - | Feb 29, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 1,551 | - | - | Dec 31, 2023 |
| PROSHARES TRUST | 0.00% | 333 | 40 | 13.65% | Feb 29, 2024 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 2,629 | -934 | -26.21% | Dec 31, 2023 |
| TRUST FOR PROFESSIONAL MANAGERS | 0.00% | 317 | - | - | Feb 29, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 96 | 13 | 15.66% | Feb 29, 2024 |
National Western Life Group's largest mutual fund holder by % of total assets is "Adirondack Funds", owning 950.00 shares, compromising 0.02% of its total assets.
National Western Life Group Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 31 Mar, 24 | 101 | -32.67% |
| 31 Dec, 23 | 150 | 29.31% |
| 30 Sep, 23 | 116 | - |
| 30 Jun, 23 | 116 | 5.45% |
| 31 Mar, 23 | 110 | -2.65% |
| 31 Dec, 22 | 113 | 15.31% |
| 30 Sep, 22 | 98 | -4.85% |
| 30 Jun, 22 | 103 | 3.00% |
| 31 Mar, 22 | 100 | -1.96% |
| 31 Dec, 21 | 102 | 6.25% |
| 30 Sep, 21 | 96 | 9.09% |
| 30 Jun, 21 | 88 | -5.38% |
| 31 Mar, 21 | 93 | -3.13% |
| 31 Dec, 20 | 96 | - |
| 30 Sep, 20 | 96 | -1.03% |
| 30 Jun, 20 | 97 | -3.00% |
| 31 Mar, 20 | 100 | -5.66% |
| 31 Dec, 19 | 106 | -1.85% |
| 30 Sep, 19 | 108 | - |
| 30 Jun, 19 | 108 | -0.92% |
| 31 Mar, 19 | 109 | -1.80% |
| 31 Dec, 18 | 111 | 2.78% |
| 30 Sep, 18 | 108 | -0.92% |
| 30 Jun, 18 | 109 | -4.39% |
| 31 Mar, 18 | 114 | 1.79% |
| 31 Dec, 17 | 112 | 7.69% |
| 30 Sep, 17 | 104 | -0.95% |
| 30 Jun, 17 | 105 | 6.06% |
| 31 Mar, 17 | 99 | -2.94% |
| 31 Dec, 16 | 102 | 7.37% |
| 30 Sep, 16 | 95 | -4.04% |
| 30 Jun, 16 | 99 | 6.45% |
| 31 Mar, 16 | 93 | 1.09% |
| 31 Dec, 15 | 92 | 820.00% |
| 30 Sep, 15 | 10 | - |
As of 31 Mar 24, 101 institutions are holding National Western Life Group's shares, representing a decrease of -32.67% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 31 Mar, 24 | 2,302,479 | -22.10% |
| 31 Dec, 23 | 2,955,682 | -1.78% |
| 30 Sep, 23 | 3,009,290 | 0.90% |
| 30 Jun, 23 | 2,982,345 | -1.22% |
| 31 Mar, 23 | 3,019,227 | 3.17% |
| 31 Dec, 22 | 2,926,365 | 4.34% |
| 30 Sep, 22 | 2,804,649 | -0.09% |
| 30 Jun, 22 | 2,807,269 | -1.53% |
| 31 Mar, 22 | 2,850,818 | 0.15% |
| 31 Dec, 21 | 2,846,586 | -1.11% |
| 30 Sep, 21 | 2,878,405 | -1.55% |
| 30 Jun, 21 | 2,923,610 | -1.06% |
| 31 Mar, 21 | 2,955,051 | 1.72% |
| 31 Dec, 20 | 2,905,033 | 0.40% |
| 30 Sep, 20 | 2,893,388 | -0.80% |
| 30 Jun, 20 | 2,916,732 | 1.83% |
| 31 Mar, 20 | 2,864,295 | -2.44% |
| 31 Dec, 19 | 2,935,811 | 0.61% |
| 30 Sep, 19 | 2,917,960 | 0.79% |
| 30 Jun, 19 | 2,895,065 | 0.29% |
| 31 Mar, 19 | 2,886,643 | -0.25% |
| 31 Dec, 18 | 2,893,829 | -0.27% |
| 30 Sep, 18 | 2,901,755 | 0.19% |
| 30 Jun, 18 | 2,896,311 | 0.69% |
| 31 Mar, 18 | 2,876,405 | -0.87% |
| 31 Dec, 17 | 2,901,582 | 0.67% |
| 30 Sep, 17 | 2,882,255 | 1.08% |
| 30 Jun, 17 | 2,851,476 | 1.62% |
| 31 Mar, 17 | 2,805,994 | 1.99% |
| 31 Dec, 16 | 2,751,277 | 0.13% |
| 30 Sep, 16 | 2,747,603 | -1.41% |
| 30 Jun, 16 | 2,786,961 | 69.33% |
| 31 Mar, 16 | 1,645,909 | -22.30% |
| 31 Dec, 15 | 2,118,239 | 1117.88% |
| 30 Sep, 15 | 173,928 | - |
National Western Life Group (NWLI) has 2.30M shares outstanding as of 31 Mar 24, down -22.10% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 31 Mar, 24 | 65.12% | 0.88% |
| 31 Dec, 23 | 86.02% | 1.26% |
| 30 Sep, 23 | 82.76% | 1.23% |
| 30 Jun, 23 | 82.02% | 1.19% |
| 31 Mar, 23 | 83.04% | 1.28% |
| 31 Dec, 22 | 80.48% | 1.35% |
| 30 Sep, 22 | 77.14% | 1.29% |
| 30 Jun, 22 | 77.21% | 1.26% |
| 31 Mar, 22 | 78.41% | 1.28% |
| 31 Dec, 21 | 78.29% | 1.25% |
| 30 Sep, 21 | 79.16% | 1.22% |
| 30 Jun, 21 | 80.41% | 1.22% |
| 31 Mar, 21 | 81.27% | 1.27% |
| 31 Dec, 20 | 79.90% | 1.26% |
| 30 Sep, 20 | 79.58% | 1.24% |
| 30 Jun, 20 | 80.22% | 1.29% |
| 31 Mar, 20 | 78.78% | 1.21% |
| 31 Dec, 19 | 80.74% | 1.25% |
| 30 Sep, 19 | 80.25% | 1.20% |
| 30 Jun, 19 | 81.88% | 1.30% |
| 31 Mar, 19 | 79.39% | 1.18% |
| 31 Dec, 18 | 81.86% | 1.29% |
| 30 Sep, 18 | 79.81% | 1.26% |
| 30 Jun, 18 | 79.66% | 1.27% |
| 31 Mar, 18 | 79.11% | 1.18% |
| 31 Dec, 17 | 82.02% | 1.31% |
| 30 Sep, 17 | 79.27% | 1.29% |
| 30 Jun, 17 | 78.42% | 1.32% |
| 31 Mar, 17 | 77.17% | 1.27% |
| 31 Dec, 16 | 77.80% | 1.36% |
| 30 Sep, 16 | 75.57% | 1.29% |
| 30 Jun, 16 | 76.65% | 4.28% |
| 31 Mar, 16 | 42.34% | 1.24% |
| 31 Dec, 15 | 58.53% | 255.80% |
| 30 Sep, 15 | 4.78% | - |
As of 31 Mar 24, National Western Life Group is held by 65.12% institutional shareholders, representing a 0.88% growth compared to 31 Dec 23.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 36 | -61.70% |
| 31 Dec, 23 | 94 | 118.60% |
| 30 Sep, 23 | 43 | -17.31% |
| 30 Jun, 23 | 52 | 23.81% |
| 31 Mar, 23 | 42 | -20.75% |
| 31 Dec, 22 | 53 | 47.22% |
| 30 Sep, 22 | 36 | -12.20% |
| 30 Jun, 22 | 41 | 17.14% |
| 31 Mar, 22 | 35 | -12.50% |
| 31 Dec, 21 | 40 | -11.11% |
| 30 Sep, 21 | 45 | 50.00% |
| 30 Jun, 21 | 30 | -6.25% |
| 31 Mar, 21 | 32 | -20.00% |
| 31 Dec, 20 | 40 | 25.00% |
| 30 Sep, 20 | 32 | -31.91% |
| 30 Jun, 20 | 47 | 34.29% |
| 31 Mar, 20 | 35 | -14.63% |
| 31 Dec, 19 | 41 | -2.38% |
| 30 Sep, 19 | 42 | -14.29% |
| 30 Jun, 19 | 49 | -3.92% |
| 31 Mar, 19 | 51 | 13.33% |
| 31 Dec, 18 | 45 | 12.50% |
| 30 Sep, 18 | 40 | -20.00% |
| 30 Jun, 18 | 50 | 21.95% |
| 31 Mar, 18 | 41 | -25.45% |
| 31 Dec, 17 | 55 | 5.77% |
| 30 Sep, 17 | 52 | 1.96% |
| 30 Jun, 17 | 51 | 10.87% |
| 31 Mar, 17 | 46 | -14.81% |
| 31 Dec, 16 | 54 | 5.88% |
| 30 Sep, 16 | 51 | 8.51% |
| 30 Jun, 16 | 47 | 11.90% |
| 31 Mar, 16 | 42 | -52.27% |
| 31 Dec, 15 | 88 | 780.00% |
| 30 Sep, 15 | 10 | - |
36 institutional shareholders have increased their position in NWLI stock as of 31 Mar 24 compared to 94 in the previous quarter (a -61.70% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 38 | 5.56% |
| 31 Dec, 23 | 36 | -21.74% |
| 30 Sep, 23 | 46 | 21.05% |
| 30 Jun, 23 | 38 | 8.57% |
| 31 Mar, 23 | 35 | -7.89% |
| 31 Dec, 22 | 38 | 5.56% |
| 30 Sep, 22 | 36 | -14.29% |
| 30 Jun, 22 | 42 | 2.44% |
| 31 Mar, 22 | 41 | - |
| 31 Dec, 21 | 41 | 36.67% |
| 30 Sep, 21 | 30 | -21.05% |
| 30 Jun, 21 | 38 | - |
| 31 Mar, 21 | 38 | 26.67% |
| 31 Dec, 20 | 30 | -30.23% |
| 30 Sep, 20 | 43 | 19.44% |
| 30 Jun, 20 | 36 | -20.00% |
| 31 Mar, 20 | 45 | 7.14% |
| 31 Dec, 19 | 42 | -6.67% |
| 30 Sep, 19 | 45 | 55.17% |
| 30 Jun, 19 | 29 | -9.38% |
| 31 Mar, 19 | 32 | -25.58% |
| 31 Dec, 18 | 43 | 30.30% |
| 30 Sep, 18 | 33 | 3.13% |
| 30 Jun, 18 | 32 | -25.58% |
| 31 Mar, 18 | 43 | 13.16% |
| 31 Dec, 17 | 38 | 26.67% |
| 30 Sep, 17 | 30 | -16.67% |
| 30 Jun, 17 | 36 | 16.13% |
| 31 Mar, 17 | 31 | 10.71% |
| 31 Dec, 16 | 28 | 27.27% |
| 30 Sep, 16 | 22 | -35.29% |
| 30 Jun, 16 | 34 | 13.33% |
| 31 Mar, 16 | 30 | 900.00% |
| 31 Dec, 15 | 3 | - |
| 30 Sep, 15 | - | - |
38 institutional shareholders have reduced their position in NWLI stock as of 31 Mar 24 compared to 36 in the previous quarter (a 5.56% increase).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 31 Mar, 24 | 101 | -32.67% | 2,302,479 | -22.10% | 65.12% | 0.88% | 36 | -61.70% | 38 | 5.56% |
| 31 Dec, 23 | 150 | 29.31% | 2,955,682 | -1.78% | 86.02% | 1.26% | 94 | 118.60% | 36 | -21.74% |
| 30 Sep, 23 | 116 | - | 3,009,290 | 0.90% | 82.76% | 1.23% | 43 | -17.31% | 46 | 21.05% |
| 30 Jun, 23 | 116 | 5.45% | 2,982,345 | -1.22% | 82.02% | 1.19% | 52 | 23.81% | 38 | 8.57% |
| 31 Mar, 23 | 110 | -2.65% | 3,019,227 | 3.17% | 83.04% | 1.28% | 42 | -20.75% | 35 | -7.89% |
| 31 Dec, 22 | 113 | 15.31% | 2,926,365 | 4.34% | 80.48% | 1.35% | 53 | 47.22% | 38 | 5.56% |
| 30 Sep, 22 | 98 | -4.85% | 2,804,649 | -0.09% | 77.14% | 1.29% | 36 | -12.20% | 36 | -14.29% |
| 30 Jun, 22 | 103 | 3.00% | 2,807,269 | -1.53% | 77.21% | 1.26% | 41 | 17.14% | 42 | 2.44% |
| 31 Mar, 22 | 100 | -1.96% | 2,850,818 | 0.15% | 78.41% | 1.28% | 35 | -12.50% | 41 | - |
| 31 Dec, 21 | 102 | 6.25% | 2,846,586 | -1.11% | 78.29% | 1.25% | 40 | -11.11% | 41 | 36.67% |
| 30 Sep, 21 | 96 | 9.09% | 2,878,405 | -1.55% | 79.16% | 1.22% | 45 | 50.00% | 30 | -21.05% |
| 30 Jun, 21 | 88 | -5.38% | 2,923,610 | -1.06% | 80.41% | 1.22% | 30 | -6.25% | 38 | - |
| 31 Mar, 21 | 93 | -3.13% | 2,955,051 | 1.72% | 81.27% | 1.27% | 32 | -20.00% | 38 | 26.67% |
| 31 Dec, 20 | 96 | - | 2,905,033 | 0.40% | 79.90% | 1.26% | 40 | 25.00% | 30 | -30.23% |
| 30 Sep, 20 | 96 | -1.03% | 2,893,388 | -0.80% | 79.58% | 1.24% | 32 | -31.91% | 43 | 19.44% |
| 30 Jun, 20 | 97 | -3.00% | 2,916,732 | 1.83% | 80.22% | 1.29% | 47 | 34.29% | 36 | -20.00% |
| 31 Mar, 20 | 100 | -5.66% | 2,864,295 | -2.44% | 78.78% | 1.21% | 35 | -14.63% | 45 | 7.14% |
| 31 Dec, 19 | 106 | -1.85% | 2,935,811 | 0.61% | 80.74% | 1.25% | 41 | -2.38% | 42 | -6.67% |
| 30 Sep, 19 | 108 | - | 2,917,960 | 0.79% | 80.25% | 1.20% | 42 | -14.29% | 45 | 55.17% |
| 30 Jun, 19 | 108 | -0.92% | 2,895,065 | 0.29% | 81.88% | 1.30% | 49 | -3.92% | 29 | -9.38% |
| 31 Mar, 19 | 109 | -1.80% | 2,886,643 | -0.25% | 79.39% | 1.18% | 51 | 13.33% | 32 | -25.58% |
| 31 Dec, 18 | 111 | 2.78% | 2,893,829 | -0.27% | 81.86% | 1.29% | 45 | 12.50% | 43 | 30.30% |
| 30 Sep, 18 | 108 | -0.92% | 2,901,755 | 0.19% | 79.81% | 1.26% | 40 | -20.00% | 33 | 3.13% |
| 30 Jun, 18 | 109 | -4.39% | 2,896,311 | 0.69% | 79.66% | 1.27% | 50 | 21.95% | 32 | -25.58% |
| 31 Mar, 18 | 114 | 1.79% | 2,876,405 | -0.87% | 79.11% | 1.18% | 41 | -25.45% | 43 | 13.16% |
| 31 Dec, 17 | 112 | 7.69% | 2,901,582 | 0.67% | 82.02% | 1.31% | 55 | 5.77% | 38 | 26.67% |
| 30 Sep, 17 | 104 | -0.95% | 2,882,255 | 1.08% | 79.27% | 1.29% | 52 | 1.96% | 30 | -16.67% |
| 30 Jun, 17 | 105 | 6.06% | 2,851,476 | 1.62% | 78.42% | 1.32% | 51 | 10.87% | 36 | 16.13% |
| 31 Mar, 17 | 99 | -2.94% | 2,805,994 | 1.99% | 77.17% | 1.27% | 46 | -14.81% | 31 | 10.71% |
| 31 Dec, 16 | 102 | 7.37% | 2,751,277 | 0.13% | 77.80% | 1.36% | 54 | 5.88% | 28 | 27.27% |
| 30 Sep, 16 | 95 | -4.04% | 2,747,603 | -1.41% | 75.57% | 1.29% | 51 | 8.51% | 22 | -35.29% |
| 30 Jun, 16 | 99 | 6.45% | 2,786,961 | 69.33% | 76.65% | 4.28% | 47 | 11.90% | 34 | 13.33% |
| 31 Mar, 16 | 93 | 1.09% | 1,645,909 | -22.30% | 42.34% | 1.24% | 42 | -52.27% | 30 | 900.00% |
| 31 Dec, 15 | 92 | 820.00% | 2,118,239 | 1117.88% | 58.53% | 255.80% | 88 | 780.00% | 3 | - |
| 30 Sep, 15 | 10 | - | 173,928 | - | 4.78% | - | 10 | - | - | - |
National Western Life Group Insider Shareholders Trades
Open Market Insider Trades
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of National Western Life Group's stock was made by Anderson Natalie U on Apr 01 2024, selling 586 shares at $192.10 per share (valued at $112.57K).
National Western Life Group Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q4 2023 | 63 | 93 | 67.74% |
| Q2 2023 | 26 | 10 | 260.00% |
| Q4 2022 | 60 | 10 | 600.00% |
| Q2 2022 | 12 | - | - |
| Q1 2022 | 2 | - | - |
| Q4 2021 | 107 | 46 | 232.61% |
| Q3 2021 | 1 | - | - |
| Q2 2021 | 2 | 4 | 50.00% |
| Q4 2020 | 66 | 17 | 388.24% |
| Q2 2020 | 1 | - | - |
| Q1 2020 | 7 | 1 | 700.00% |
| Q4 2019 | 54 | 10 | 540.00% |
| Q3 2019 | - | 4 | - |
| Q1 2019 | - | 1 | - |
| Q4 2018 | 55 | 16 | 343.75% |
| Q3 2018 | 3 | 6 | 50.00% |
| Q2 2018 | 3 | 12 | 25.00% |
| Q1 2018 | 22 | 52 | 42.31% |
| Q4 2017 | 32 | - | - |
| Q3 2017 | - | - | - |
63 total buy trades, and 93 total sell trades (buy/sell ratio of 0.68%) were made by National Western Life Group's insiders, as of Q4 2023.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q4 2023 | - | - | - |
| Q2 2023 | - | - | - |
| Q4 2022 | - | - | - |
| Q2 2022 | 2 | - | - |
| Q1 2022 | 2 | - | - |
| Q4 2021 | - | - | - |
| Q3 2021 | 1 | - | - |
| Q2 2021 | - | - | - |
| Q4 2020 | - | - | - |
| Q2 2020 | - | - | - |
| Q1 2020 | - | - | - |
| Q4 2019 | - | - | - |
| Q3 2019 | - | - | - |
| Q1 2019 | - | - | - |
| Q4 2018 | - | - | - |
| Q3 2018 | - | - | - |
| Q2 2018 | - | 3 | - |
| Q1 2018 | - | 4 | - |
| Q4 2017 | - | - | - |
| Q3 2017 | - | - | - |
As of Q4 2023, Insider owners conducted 0 open market buy trades and 0 open market sell trades of National Western Life Group's stocks.
NWLI Ownership FAQ
Who Owns National Western Life Group?
National Western Life Group is owned by institutional shareholders (65.12%), insiders (1.35%), and public (33.53%). The largest institutional shareholder of National Western Life Group is MOODY NATIONAL BANK TRUST DIVISION (30.81% of total shares) and the top mutual fund owner is Adirondack Funds (0.02% of total shares).
Who are the major institutional shareholders of National Western Life Group?
National Western Life Group's major institutional shareholders are MOODY NATIONAL BANK TRUST DIVISION, DIMENSIONAL FUND ADVISORS LP, VANGUARD GROUP INC, BLACKROCK INC., and GLAZER CAPITAL, LLC. The top five shareholders own together 51.59% of the company's share outstanding.
How many National Western Life Group shareholders are there?
As of Mar 2024, there are 101 institutional shareholders of National Western Life Group.
What percentage of National Western Life Group is owned by MOODY NATIONAL BANK TRUST DIVISION?
MOODY NATIONAL BANK TRUST DIVISION owns 1.09M shares of National Western Life Group, representing 30.81% of the company's total shares outstanding, valued at $535.93M (as of Mar 2024).
What percentage of National Western Life Group is owned by DIMENSIONAL FUND ADVISORS LP?
As of Mar 2024, DIMENSIONAL FUND ADVISORS LP holds 218.27K shares of National Western Life Group (NWLI), compromising 6.17% of the company, valued at $107.38M.
What percentage of National Western Life Group is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC is the third largest holder of National Western Life Group. The company owns 209.15K of the company's shares outstanding (worth $102.89M).