National Western Life Group Ownership 2024 | Who Owns National Western Life Group Now?
Institutional Ownership
56.17%
Insider Ownership
1.35%
Retail Ownership
42.48%
Institutional Holders
148.00
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 |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 5.86% | 0.00% | 207,365 | -1,784 | -0.85% | 103,047,962 | Jun 30, 2024 |
| BLACKROCK INC. | 5.59% | 0.00% | 197,655 | 10,369 | 5.54% | 98,222,675 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 5.48% | 0.03% | 193,647 | -24,619 | -11.28% | 96,231,175 | Jun 30, 2024 |
| GLAZER CAPITAL, LLC | 4.46% | 6.08% | 157,834 | 37,749 | 31.44% | 78,434,000 | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | 3.10% | 0.28% | 109,776 | 104,146 | 1849.84% | 54,552,085 | Jun 30, 2024 |
| NEXPOINT ASSET MANAGEMENT, L.P. | 1.98% | 4.52% | 69,977 | - | - | 34,774,370 | Jun 30, 2024 |
| MAGNETAR FINANCIAL LLC | 1.91% | 0.70% | 67,482 | - | - | 33,534,505 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 1.61% | 0.04% | 56,785 | 9,487 | 20.06% | 28,218,738 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.51% | 0.00% | 53,451 | 2,142 | 4.17% | 26,565,232 | Jun 30, 2024 |
| STATE STREET CORP | 1.44% | 0.00% | 50,754 | -333 | -0.65% | 25,221,693,000 | Jun 30, 2024 |
| RK ASSET MANAGEMENT, LLC | 1.30% | 19.73% | 45,959 | -1,258 | -2.66% | 22,839,000 | Jun 30, 2024 |
| WESTCHESTER CAPITAL MANAGEMENT, LLC | 1.26% | 0.83% | 44,642 | 4,936 | 12.43% | 22,184,396 | Jun 30, 2024 |
| TWEEDY, BROWNE CO LLC | 1.24% | 1.00% | 43,677 | -205 | -0.47% | 21,704,848 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 1.00% | 0.01% | 35,295 | 7,667 | 27.75% | 17,540,556 | Jun 30, 2024 |
| GABELLI FUNDS LLC | 1.00% | 0.13% | 35,229 | 24,273 | 221.55% | 17,506,699 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.96% | 0.00% | 33,906 | -670 | -1.94% | 16,849,248 | Jun 30, 2024 |
| MORGAN STANLEY | 0.95% | 0.00% | 33,594 | -6,387 | -15.98% | 16,694,743 | Jun 30, 2024 |
| JANUS HENDERSON GROUP PLC | 0.88% | 0.01% | 31,032 | 7,551 | 32.16% | 15,414,991 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.69% | 0.00% | 24,496 | -836 | -3.30% | 12,173,042,000 | Jun 30, 2024 |
| WOODLINE PARTNERS LP | 0.64% | 0.11% | 22,510 | -24,291 | -51.90% | 11,186,119 | Jun 30, 2024 |
National Western Life Group's largest institutional shareholder is VANGUARD GROUP INC, holding 5.86% of the company's total share outstanding, currently valued at $103.05M. The top 10 institutional shareholders own together 32.94% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VAZIRANI ASSET MANAGEMENT LLC | 0.61% | 22.77% | 21,500 | 21,500 | 100.00% | 10,684,210 | Jun 30, 2024 |
| RK ASSET MANAGEMENT, LLC | 1.30% | 19.73% | 45,959 | -1,258 | -2.66% | 22,839,000 | Jun 30, 2024 |
| GLAZER CAPITAL, LLC | 4.46% | 6.08% | 157,834 | 37,749 | 31.44% | 78,434,000 | Jun 30, 2024 |
| CRABEL CAPITAL MANAGEMENT, LLC | 0.24% | 5.09% | 8,333 | - | - | 4,141,001 | Jun 30, 2024 |
| FNY INVESTMENT ADVISERS, LLC | 0.42% | 5.01% | 15,000 | 15,000 | 100.00% | 7,454,000 | Jun 30, 2024 |
| NEXPOINT ASSET MANAGEMENT, L.P. | 1.98% | 4.52% | 69,977 | - | - | 34,774,370 | Jun 30, 2024 |
| FCA CORP /TX | 0.30% | 1.68% | 10,551 | 14 | 0.13% | 5,243,158 | Jun 30, 2024 |
| GABELLI & CO INVESTMENT ADVISERS, INC. | 0.57% | 1.67% | 20,150 | 20,150 | 100.00% | 10,013,341 | Jun 30, 2024 |
| YAKIRA CAPITAL MANAGEMENT, INC. | 0.25% | 1.63% | 8,980 | - | - | 4,462,521 | Jun 30, 2024 |
| CHICAGO CAPITAL MANAGEMENT, LLC | 0.11% | 1.52% | 3,963 | - | - | 1,969,373 | Jun 30, 2024 |
| GARDNER LEWIS ASSET MANAGEMENT L P | 0.29% | 1.42% | 10,386 | 10,386 | 100.00% | 5,161,219 | Jun 30, 2024 |
| CRYSTALLINE MANAGEMENT INC. | 0.07% | 1.18% | 2,500 | 2,500 | 100.00% | 1,242,350 | Jun 30, 2024 |
| TRIUM CAPITAL LLP | 0.47% | 1.04% | 16,539 | 16,539 | 100.00% | 8,218,000 | Jun 30, 2024 |
| TWEEDY, BROWNE CO LLC | 1.24% | 1.00% | 43,677 | -205 | -0.47% | 21,704,848 | Jun 30, 2024 |
| BCK CAPITAL MANAGEMENT LP | 0.08% | 0.91% | 2,850 | - | - | 1,416,279 | Jun 30, 2024 |
| ABSOLUTE GESTAO DE INVESTIMENTOS LTDA. | 0.10% | 0.91% | 3,548 | - | - | 1,763,143 | Jun 30, 2024 |
| WESTCHESTER CAPITAL MANAGEMENT, LLC | 1.26% | 0.83% | 44,642 | 4,936 | 12.43% | 22,184,396 | Jun 30, 2024 |
| MAGNETAR FINANCIAL LLC | 1.91% | 0.70% | 67,482 | - | - | 33,534,505 | Jun 30, 2024 |
| GARRISON POINT ADVISORS, LLC | 0.05% | 0.62% | 1,900 | - | - | 944,186 | Jun 30, 2024 |
| CALDWELL SUTTER CAPITAL, INC. | 0.05% | 0.48% | 1,933 | -180 | -8.52% | 960,585 | Jun 30, 2024 |
The largest National Western Life Group shareholder by % of total assets is VAZIRANI ASSET MANAGEMENT LLC. The company owns 21.50K shares of National Western Life Group (NWLI), representing 22.77% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| TUDOR INVESTMENT CORP ET AL | 3.10% | 0.28% | 109,776 | 104,146 | 1849.84% | 54,552,085 | Jun 30, 2024 |
| GLAZER CAPITAL, LLC | 4.46% | 6.08% | 157,834 | 37,749 | 31.44% | 78,434,000 | Jun 30, 2024 |
| GABELLI FUNDS LLC | 1.00% | 0.13% | 35,229 | 24,273 | 221.55% | 17,506,699 | Jun 30, 2024 |
| VAZIRANI ASSET MANAGEMENT LLC | 0.61% | 22.77% | 21,500 | 21,500 | 100.00% | 10,684,210 | Jun 30, 2024 |
| GABELLI & CO INVESTMENT ADVISERS, INC. | 0.57% | 1.67% | 20,150 | 20,150 | 100.00% | 10,013,341 | Jun 30, 2024 |
| TRIUM CAPITAL LLP | 0.47% | 1.04% | 16,539 | 16,539 | 100.00% | 8,218,000 | Jun 30, 2024 |
| FNY INVESTMENT ADVISERS, LLC | 0.42% | 5.01% | 15,000 | 15,000 | 100.00% | 7,454,000 | Jun 30, 2024 |
| PALOMA PARTNERS MANAGEMENT CO | 0.33% | 0.16% | 11,646 | 11,646 | 100.00% | 5,787,363 | Jun 30, 2024 |
| GARDNER LEWIS ASSET MANAGEMENT L P | 0.29% | 1.42% | 10,386 | 10,386 | 100.00% | 5,161,219 | Jun 30, 2024 |
| BLACKROCK INC. | 5.59% | 0.00% | 197,655 | 10,369 | 5.54% | 98,222,675 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 1.61% | 0.04% | 56,785 | 9,487 | 20.06% | 28,218,738 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 1.00% | 0.01% | 35,295 | 7,667 | 27.75% | 17,540,556 | Jun 30, 2024 |
| JANUS HENDERSON GROUP PLC | 0.88% | 0.01% | 31,032 | 7,551 | 32.16% | 15,414,991 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.29% | 0.00% | 10,175 | 6,673 | 190.55% | 5,056,365 | Jun 30, 2024 |
| NORGES BANK | 0.19% | 0.00% | 6,600 | 6,600 | 100.00% | 3,279,804 | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | 0.59% | 0.00% | 20,865 | 6,225 | 42.52% | 10,390,770 | Jun 30, 2024 |
| NATIXIS | 0.32% | 0.03% | 11,286 | 5,766 | 104.46% | 5,608,465 | Jun 30, 2024 |
| PENTWATER CAPITAL MANAGEMENT LP | 0.14% | 0.03% | 5,000 | 5,000 | 100.00% | 2,484,700 | Jun 30, 2024 |
| WESTCHESTER CAPITAL MANAGEMENT, LLC | 1.26% | 0.83% | 44,642 | 4,936 | 12.43% | 22,184,396 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.58% | 0.02% | 20,500 | 4,318 | 26.68% | 10,187,270 | Jun 30, 2024 |
As of Jun 30 2024, National Western Life Group's largest institutional buyer is TUDOR INVESTMENT CORP ET AL. The company purchased 104.15K stocks of NWLI, valued at $54.55M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FIRST TRUST CAPITAL MANAGEMENT L.P. | 0.00% | 0.00% | 64 | -39,497 | -99.84% | 31,804 | Jun 30, 2024 |
| M3F, INC. | - | - | - | -31,821 | -100.00% | - | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -31,503 | -100.00% | - | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.14% | 0.00% | 5,088 | -28,680 | -84.93% | 2,528,431 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 5.48% | 0.03% | 193,647 | -24,619 | -11.28% | 96,231,175 | Jun 30, 2024 |
| WOODLINE PARTNERS LP | 0.64% | 0.11% | 22,510 | -24,291 | -51.90% | 11,186,119 | Jun 30, 2024 |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | - | - | - | -22,960 | -100.00% | - | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.51% | 0.00% | 18,110 | -16,975 | -48.38% | 8,999,583 | Jun 30, 2024 |
| CAPULA MANAGEMENT LTD | - | - | - | -9,424 | -100.00% | - | Jun 30, 2024 |
| LMR PARTNERS LLP | - | - | - | -9,213 | -100.00% | - | Jun 30, 2024 |
| MORGAN STANLEY | 0.95% | 0.00% | 33,594 | -6,387 | -15.98% | 16,694,743 | Jun 30, 2024 |
| POLAR ASSET MANAGEMENT PARTNERS INC. | - | - | - | -6,000 | -100.00% | - | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | - | - | - | -5,500 | -100.00% | - | Jun 30, 2024 |
| PICTET ASSET MANAGEMENT HOLDING SA | - | - | - | -3,439 | -100.00% | - | Jun 30, 2024 |
| MOORE CAPITAL MANAGEMENT, LP | - | - | - | -2,500 | -100.00% | - | Jun 30, 2024 |
| DEUTERIUM CAPITAL MANAGEMENT, LLC | - | - | - | -2,349 | -100.00% | - | Jun 30, 2024 |
| CENTERBOOK PARTNERS LP | - | - | - | -2,303 | -100.00% | - | Jun 30, 2024 |
| DLD ASSET MANAGEMENT, LP | - | - | - | -2,200 | -100.00% | - | Jun 30, 2024 |
| ACR ALPINE CAPITAL RESEARCH, LLC | - | - | - | -2,138 | -100.00% | - | Jun 30, 2024 |
| VANGUARD GROUP INC | 5.86% | 0.00% | 207,365 | -1,784 | -0.85% | 103,047,962 | Jun 30, 2024 |
As of Jun 30 2024, National Western Life Group's biggest institutional seller is FIRST TRUST CAPITAL MANAGEMENT L.P.. The company sold -39.50K shares of NWLI, valued at $31.80K.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VAZIRANI ASSET MANAGEMENT LLC | 0.61% | 22.77% | 21,500 | 21,500 | 100.00% | 10,684,210 | Jun 30, 2024 |
| GABELLI & CO INVESTMENT ADVISERS, INC. | 0.57% | 1.67% | 20,150 | 20,150 | 100.00% | 10,013,341 | Jun 30, 2024 |
| TRIUM CAPITAL LLP | 0.47% | 1.04% | 16,539 | 16,539 | 100.00% | 8,218,000 | Jun 30, 2024 |
| FNY INVESTMENT ADVISERS, LLC | 0.42% | 5.01% | 15,000 | 15,000 | 100.00% | 7,454,000 | Jun 30, 2024 |
| PALOMA PARTNERS MANAGEMENT CO | 0.33% | 0.16% | 11,646 | 11,646 | 100.00% | 5,787,363 | Jun 30, 2024 |
| GARDNER LEWIS ASSET MANAGEMENT L P | 0.29% | 1.42% | 10,386 | 10,386 | 100.00% | 5,161,219 | Jun 30, 2024 |
| NORGES BANK | 0.19% | 0.00% | 6,600 | 6,600 | 100.00% | 3,279,804 | Jun 30, 2024 |
| PENTWATER CAPITAL MANAGEMENT LP | 0.14% | 0.03% | 5,000 | 5,000 | 100.00% | 2,484,700 | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | 0.07% | 0.02% | 2,530 | 2,530 | 100.00% | 1,257,258 | Jun 30, 2024 |
| CRYSTALLINE MANAGEMENT INC. | 0.07% | 1.18% | 2,500 | 2,500 | 100.00% | 1,242,350 | Jun 30, 2024 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 0.07% | 0.03% | 2,362 | 2,362 | 100.00% | 1,173,772 | Jun 30, 2024 |
| CLEARALPHA TECHNOLOGIES LP | 0.06% | 0.35% | 2,153 | 2,153 | 100.00% | 1,069,912 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.03% | 0.00% | 1,219 | 1,219 | 100.00% | 605,770 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.03% | 0.00% | 1,193 | 1,193 | 100.00% | 592,849 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.03% | 0.03% | 910 | 910 | 100.00% | 452,000 | Jun 30, 2024 |
| PRECISION WEALTH STRATEGIES, LLC | 0.02% | 0.32% | 625 | 625 | 100.00% | 310,588 | Jun 30, 2024 |
| DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 0.01% | 0.00% | 408 | 408 | 100.00% | 202,752 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.01% | 0.05% | 290 | 290 | 100.00% | 144,112 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 10 | 10 | 100.00% | 4,979 | Jun 30, 2024 |
| NISA INVESTMENT ADVISORS, LLC | - | - | 1 | 1 | 100.00% | 497 | Jun 30, 2024 |
National Western Life Group's largest new institutional shareholder by number of shares is VAZIRANI ASSET MANAGEMENT LLC, purchased 21.50K shares, valued at $10.68M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| M3F, INC. | - | - | - | -31,821 | -100.00% | - | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -31,503 | -100.00% | - | Jun 30, 2024 |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | - | - | - | -22,960 | -100.00% | - | Jun 30, 2024 |
| CAPULA MANAGEMENT LTD | - | - | - | -9,424 | -100.00% | - | Jun 30, 2024 |
| LMR PARTNERS LLP | - | - | - | -9,213 | -100.00% | - | Jun 30, 2024 |
| POLAR ASSET MANAGEMENT PARTNERS INC. | - | - | - | -6,000 | -100.00% | - | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | - | - | - | -5,500 | -100.00% | - | Jun 30, 2024 |
| PICTET ASSET MANAGEMENT HOLDING SA | - | - | - | -3,439 | -100.00% | - | Jun 30, 2024 |
| MOORE CAPITAL MANAGEMENT, LP | - | - | - | -2,500 | -100.00% | - | Jun 30, 2024 |
| DEUTERIUM CAPITAL MANAGEMENT, LLC | - | - | - | -2,349 | -100.00% | - | Jun 30, 2024 |
| CENTERBOOK PARTNERS LP | - | - | - | -2,303 | -100.00% | - | Jun 30, 2024 |
| DLD ASSET MANAGEMENT, LP | - | - | - | -2,200 | -100.00% | - | Jun 30, 2024 |
| ACR ALPINE CAPITAL RESEARCH, LLC | - | - | - | -2,138 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -1,122 | -100.00% | - | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | - | - | - | -1,110 | -100.00% | - | Jun 30, 2024 |
| XTX TOPCO LTD | - | - | - | -901 | -100.00% | - | Jun 30, 2024 |
| DIAMETRIC CAPITAL, LP | - | - | - | -879 | -100.00% | - | Jun 30, 2024 |
| VICTORY CAPITAL MANAGEMENT INC | - | - | - | -542 | -100.00% | - | Jun 30, 2024 |
| GRAHAM CAPITAL MANAGEMENT, L.P. | - | - | - | -528 | -100.00% | - | Jun 30, 2024 |
| FIRST FINANCIAL BANK - TRUST DIVISION | - | - | - | -500 | -100.00% | - | Jun 30, 2024 |
| PROSHARE ADVISORS LLC | - | - | - | -409 | -100.00% | - | Jun 30, 2024 |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | - | - | - | -234 | -100.00% | - | Jun 30, 2024 |
| CORECAP ADVISORS, LLC | - | - | - | -158 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -124 | -100.00% | - | Jun 30, 2024 |
| PIN OAK INVESTMENT ADVISORS INC | - | - | - | -37 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
National Western Life Group's largest sold out institutional shareholder by shares sold is M3F, INC., sold -31.82K 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 | - | - | Mar 31, 2024 |
| NEXPOINT FUNDS I | 0.01% | 55,801 | 55,801 | - | Dec 31, 2023 |
| Gabelli 787 Fund, Inc. | 0.01% | 500 | 500 | - | Jan 31, 2024 |
| Vericimetry Funds | 0.01% | 510 | - | - | Mar 31, 2024 |
| TWEEDY, BROWNE FUND INC. | 0.00% | 33,708 | - | - | Mar 28, 2024 |
| AltShares Trust | 0.00% | 835 | -4,024 | -82.82% | Feb 29, 2024 |
| MERGER FUND | 0.00% | 29,416 | 18,563 | 171.04% | Mar 28, 2024 |
| Investment Managers Series Trust II | 0.00% | 37,332 | 16,881 | 82.54% | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.00% | 1,444 | - | - | Mar 31, 2024 |
| MERGER FUND VL | 0.00% | 364 | 220 | 152.78% | Mar 28, 2024 |
| Virtus Event Opportunities Trust | 0.00% | 6,133 | 3,456 | 129.10% | Mar 28, 2024 |
| BRIDGEWAY FUNDS INC | 0.00% | 3,600 | -5,678 | -61.20% | Mar 28, 2024 |
| IndexIQ ETF Trust | 0.00% | 3,149 | 1,719 | 120.21% | Jan 31, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.00% | 3,068 | - | - | Mar 31, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 1,460 | 1,459 | 145900.00% | Dec 31, 2023 |
| Bernstein Fund Inc | 0.00% | 8,930 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.00% | 3,353 | - | - | Jan 31, 2024 |
| GDL FUND | 0.00% | 1,000 | 1,000 | - | Dec 29, 2023 |
| QUANTITATIVE MASTER SERIES LLC | 0.00% | 4,037 | -91 | -2.20% | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 6,451 | - | - | Mar 31, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 2,624 | 2,603 | 12395.24% | Dec 31, 2023 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 345 | - | - | Mar 31, 2024 |
| Humankind Benefit Corp | 0.00% | 10 | -2 | -16.67% | Dec 31, 2023 |
| VANGUARD INDEX FUNDS | 0.00% | 189,914 | -15,684 | -7.63% | Mar 31, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.00% | 900 | - | - | Mar 31, 2024 |
| HOTCHKIS & WILEY FUNDS /DE/ | 0.00% | 4,955 | - | - | Mar 31, 2024 |
| CLEARWATER INVESTMENT TRUST | 0.00% | 2,539 | - | - | Mar 28, 2024 |
| Legg Mason ETF Investment Trust | 0.00% | 431 | - | - | Mar 31, 2024 |
| 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 |
| ALLSPRING FUNDS TRUST | 0.00% | 73,277 | - | - | Jan 31, 2024 |
| Lattice Strategies Trust | 0.00% | 239 | -295 | -55.24% | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 6,227 | -59 | -0.94% | 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 PURITAN TRUST | 0.00% | 6,486 | -101,279 | -93.98% | Jan 31, 2024 |
| 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 |
| Dimensional ETF Trust | 0.00% | 38,981 | - | - | Jan 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 224 | - | - | Mar 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 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 14 | -78 | -84.78% | Mar 31, 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% | 246 | 36 | 17.14% | Mar 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 902 | 20 | 2.27% | Jan 31, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 170 | - | - | Mar 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 1,234 | -91 | -6.87% | Mar 31, 2024 |
| SunAmerica Specialty Series | 0.00% | 21 | - | - | Apr 30, 2021 |
| BRANDES INVESTMENT TRUST | 0.00% | 536 | - | - | Mar 28, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 751 | 12 | 1.62% | Mar 31, 2024 |
| Global X Funds | 0.00% | 1,332 | - | - | Jan 31, 2024 |
| GPS Funds I | 0.00% | 132 | - | - | Mar 31, 2024 |
| NORTHERN LIGHTS FUND TRUST II | 0.00% | 276 | - | - | Mar 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 736 | -184 | -20.00% | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.00% | 120 | - | - | Mar 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 104 | -7 | -6.31% | Mar 31, 2024 |
| Dunham Funds | 0.00% | 1,458 | - | - | Jan 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 11,739 | 436 | 3.86% | Feb 29, 2024 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 0.00% | 11,423 | - | - | Mar 31, 2024 |
| OLD WESTBURY FUNDS INC | 0.00% | 2,400 | - | - | Jan 31, 2024 |
| RBC FUNDS TRUST | 0.00% | 2,140 | -420 | -16.41% | Mar 28, 2024 |
| Invesco Exchange-Traded Fund Trust II | 0.00% | 5,611 | - | - | Jan 31, 2024 |
| NORTHERN FUNDS | 0.00% | 2,087 | -7 | -0.33% | Mar 28, 2024 |
| VANGUARD WORLD FUND | 0.00% | 3,429 | 17 | 0.50% | Feb 29, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 880 | 100 | 12.82% | Mar 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 35 | - | - | Mar 31, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.00% | 300 | - | - | Jan 31, 2024 |
| Virtus Investment Trust | 0.00% | 390 | - | - | Mar 28, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 127 | 6 | 4.96% | Mar 31, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 537 | - | - | Dec 31, 2023 |
| THRIVENT MUTUAL FUNDS | 0.00% | 816 | - | - | Mar 28, 2024 |
| Goldman Sachs ETF Trust | 0.00% | 818 | -13 | -1.56% | Feb 29, 2024 |
| MAINSTAY VP FUNDS TRUST | 0.00% | 900 | - | - | Mar 31, 2024 |
| 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% | 7,028 | 330 | 4.93% | Mar 31, 2024 |
| 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 |
| iSHARES TRUST | 0.00% | 88,373 | -6,536 | -6.89% | Mar 31, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 10,114 | 1,183 | 13.25% | Feb 29, 2024 |
| J.P. Morgan Exchange-Traded Fund Trust | 0.00% | 2,243 | 1,266 | 129.58% | Jan 31, 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 |
| MAINSTAY FUNDS TRUST | 0.00% | 700 | - | - | Jan 31, 2024 |
| RUSSELL INVESTMENT FUNDS | 0.00% | 359 | - | - | Mar 31, 2024 |
| VALIC Co I | 0.00% | 874 | -2,768 | -76.00% | Feb 29, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 364 | 17 | 4.90% | Mar 31, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 74 | - | - | Mar 28, 2024 |
| RUSSELL INVESTMENT CO | 0.00% | 755 | - | - | Jan 31, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 10 | - | - | Dec 31, 2023 |
| Guggenheim Active Allocation Fund | 0.00% | 14 | - | - | Feb 29, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 304 | -28 | -8.43% | Jan 31, 2024 |
| WisdomTree Trust | 0.00% | 4,695 | 45 | 0.97% | Mar 31, 2024 |
| Northern Lights Fund Trust IV | 0.00% | 719 | -37 | -4.89% | 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 % |
|---|---|---|
| 30 Jun, 24 | 148 | -3.90% |
| 31 Mar, 24 | 154 | 1.32% |
| 31 Dec, 23 | 152 | 31.03% |
| 30 Sep, 23 | 116 | -0.85% |
| 30 Jun, 23 | 117 | 4.46% |
| 31 Mar, 23 | 112 | -1.75% |
| 31 Dec, 22 | 114 | 16.33% |
| 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 | -3.96% |
| 31 Mar, 20 | 101 | -5.61% |
| 31 Dec, 19 | 107 | -3.60% |
| 30 Sep, 19 | 111 | 0.91% |
| 30 Jun, 19 | 110 | 0.92% |
| 31 Mar, 19 | 109 | -2.68% |
| 31 Dec, 18 | 112 | 3.70% |
| 30 Sep, 18 | 108 | -1.82% |
| 30 Jun, 18 | 110 | -3.51% |
| 31 Mar, 18 | 114 | 0.88% |
| 31 Dec, 17 | 113 | 8.65% |
| 30 Sep, 17 | 104 | -0.95% |
| 30 Jun, 17 | 105 | 6.06% |
| 31 Mar, 17 | 99 | -3.88% |
| 31 Dec, 16 | 103 | 8.42% |
| 30 Sep, 16 | 95 | -4.04% |
| 30 Jun, 16 | 99 | 6.45% |
| 31 Mar, 16 | 93 | -1.06% |
| 31 Dec, 15 | 94 | 840.00% |
| 30 Sep, 15 | 10 | - |
As of 30 Jun 24, 148 institutions are holding National Western Life Group's shares, representing a decrease of -3.90% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 1,986,073 | -34.00% |
| 31 Mar, 24 | 3,008,981 | 1.65% |
| 31 Dec, 23 | 2,960,126 | -1.63% |
| 30 Sep, 23 | 3,009,290 | 0.88% |
| 30 Jun, 23 | 2,983,123 | -1.24% |
| 31 Mar, 23 | 3,020,433 | 3.18% |
| 31 Dec, 22 | 2,927,285 | 4.37% |
| 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 | 2,864,300 | -2.44% |
| 31 Dec, 19 | 2,935,817 | 0.57% |
| 30 Sep, 19 | 2,919,179 | 0.78% |
| 30 Jun, 19 | 2,896,545 | 0.34% |
| 31 Mar, 19 | 2,886,643 | -0.29% |
| 31 Dec, 18 | 2,894,950 | -0.23% |
| 30 Sep, 18 | 2,901,755 | 0.15% |
| 30 Jun, 18 | 2,897,276 | 0.73% |
| 31 Mar, 18 | 2,876,405 | -0.89% |
| 31 Dec, 17 | 2,902,207 | 0.69% |
| 30 Sep, 17 | 2,882,255 | 1.08% |
| 30 Jun, 17 | 2,851,476 | 1.62% |
| 31 Mar, 17 | 2,805,994 | 1.88% |
| 31 Dec, 16 | 2,754,289 | 0.24% |
| 30 Sep, 16 | 2,747,603 | -1.41% |
| 30 Jun, 16 | 2,786,961 | 69.33% |
| 31 Mar, 16 | 1,645,909 | -22.35% |
| 31 Dec, 15 | 2,119,667 | 1118.70% |
| 30 Sep, 15 | 173,928 | - |
National Western Life Group (NWLI) has 1.99M shares outstanding as of 30 Jun 24, down -34.00% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 56.17% | 0.78% |
| 31 Mar, 24 | 85.10% | 1.15% |
| 31 Dec, 23 | 86.15% | 1.26% |
| 30 Sep, 23 | 82.76% | 1.23% |
| 30 Jun, 23 | 82.04% | 1.19% |
| 31 Mar, 23 | 83.07% | 1.28% |
| 31 Dec, 22 | 80.51% | 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 | 80.29% | 1.20% |
| 30 Jun, 19 | 81.92% | 1.30% |
| 31 Mar, 19 | 79.39% | 1.18% |
| 31 Dec, 18 | 81.89% | 1.29% |
| 30 Sep, 18 | 79.81% | 1.26% |
| 30 Jun, 18 | 79.68% | 1.27% |
| 31 Mar, 18 | 79.11% | 1.18% |
| 31 Dec, 17 | 82.04% | 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 | 77.89% | 1.36% |
| 30 Sep, 16 | 75.57% | 1.29% |
| 30 Jun, 16 | 76.65% | 4.28% |
| 31 Mar, 16 | 42.34% | 1.23% |
| 31 Dec, 15 | 58.57% | 255.98% |
| 30 Sep, 15 | 4.78% | - |
As of 30 Jun 24, National Western Life Group is held by 56.17% institutional shareholders, representing a 0.78% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 68 | 9.68% |
| 31 Mar, 24 | 62 | -35.42% |
| 31 Dec, 23 | 96 | 123.26% |
| 30 Sep, 23 | 43 | -17.31% |
| 30 Jun, 23 | 52 | 18.18% |
| 31 Mar, 23 | 44 | -18.52% |
| 31 Dec, 22 | 54 | 50.00% |
| 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 | -12.50% |
| 31 Dec, 19 | 40 | -6.98% |
| 30 Sep, 19 | 43 | -14.00% |
| 30 Jun, 19 | 50 | -1.96% |
| 31 Mar, 19 | 51 | 10.87% |
| 31 Dec, 18 | 46 | 15.00% |
| 30 Sep, 18 | 40 | -21.57% |
| 30 Jun, 18 | 51 | 24.39% |
| 31 Mar, 18 | 41 | -26.79% |
| 31 Dec, 17 | 56 | 7.69% |
| 30 Sep, 17 | 52 | 1.96% |
| 30 Jun, 17 | 51 | 10.87% |
| 31 Mar, 17 | 46 | -16.36% |
| 31 Dec, 16 | 55 | 7.84% |
| 30 Sep, 16 | 51 | 8.51% |
| 30 Jun, 16 | 47 | 14.63% |
| 31 Mar, 16 | 41 | -54.44% |
| 31 Dec, 15 | 90 | 800.00% |
| 30 Sep, 15 | 10 | - |
68 institutional shareholders have increased their position in NWLI stock as of 30 Jun 24 compared to 62 in the previous quarter (a 9.68% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 38 | -26.92% |
| 31 Mar, 24 | 52 | 44.44% |
| 31 Dec, 23 | 36 | -21.74% |
| 30 Sep, 23 | 46 | 17.95% |
| 30 Jun, 23 | 39 | 11.43% |
| 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 | -21.74% |
| 31 Mar, 20 | 46 | 6.98% |
| 31 Dec, 19 | 43 | -6.52% |
| 30 Sep, 19 | 46 | 53.33% |
| 30 Jun, 19 | 30 | -6.25% |
| 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 30 Jun 24 compared to 52 in the previous quarter (a -26.92% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 148 | -3.90% | 1,986,073 | -34.00% | 56.17% | 0.78% | 68 | 9.68% | 38 | -26.92% |
| 31 Mar, 24 | 154 | 1.32% | 3,008,981 | 1.65% | 85.10% | 1.15% | 62 | -35.42% | 52 | 44.44% |
| 31 Dec, 23 | 152 | 31.03% | 2,960,126 | -1.63% | 86.15% | 1.26% | 96 | 123.26% | 36 | -21.74% |
| 30 Sep, 23 | 116 | -0.85% | 3,009,290 | 0.88% | 82.76% | 1.23% | 43 | -17.31% | 46 | 17.95% |
| 30 Jun, 23 | 117 | 4.46% | 2,983,123 | -1.24% | 82.04% | 1.19% | 52 | 18.18% | 39 | 11.43% |
| 31 Mar, 23 | 112 | -1.75% | 3,020,433 | 3.18% | 83.07% | 1.28% | 44 | -18.52% | 35 | -7.89% |
| 31 Dec, 22 | 114 | 16.33% | 2,927,285 | 4.37% | 80.51% | 1.35% | 54 | 50.00% | 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 | -3.96% | 2,916,732 | 1.83% | 80.22% | 1.29% | 47 | 34.29% | 36 | -21.74% |
| 31 Mar, 20 | 101 | -5.61% | 2,864,300 | -2.44% | 78.78% | 1.21% | 35 | -12.50% | 46 | 6.98% |
| 31 Dec, 19 | 107 | -3.60% | 2,935,817 | 0.57% | 80.74% | 1.25% | 40 | -6.98% | 43 | -6.52% |
| 30 Sep, 19 | 111 | 0.91% | 2,919,179 | 0.78% | 80.29% | 1.20% | 43 | -14.00% | 46 | 53.33% |
| 30 Jun, 19 | 110 | 0.92% | 2,896,545 | 0.34% | 81.92% | 1.30% | 50 | -1.96% | 30 | -6.25% |
| 31 Mar, 19 | 109 | -2.68% | 2,886,643 | -0.29% | 79.39% | 1.18% | 51 | 10.87% | 32 | -25.58% |
| 31 Dec, 18 | 112 | 3.70% | 2,894,950 | -0.23% | 81.89% | 1.29% | 46 | 15.00% | 43 | 30.30% |
| 30 Sep, 18 | 108 | -1.82% | 2,901,755 | 0.15% | 79.81% | 1.26% | 40 | -21.57% | 33 | 3.13% |
| 30 Jun, 18 | 110 | -3.51% | 2,897,276 | 0.73% | 79.68% | 1.27% | 51 | 24.39% | 32 | -25.58% |
| 31 Mar, 18 | 114 | 0.88% | 2,876,405 | -0.89% | 79.11% | 1.18% | 41 | -26.79% | 43 | 13.16% |
| 31 Dec, 17 | 113 | 8.65% | 2,902,207 | 0.69% | 82.04% | 1.31% | 56 | 7.69% | 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 | -3.88% | 2,805,994 | 1.88% | 77.17% | 1.27% | 46 | -16.36% | 31 | 10.71% |
| 31 Dec, 16 | 103 | 8.42% | 2,754,289 | 0.24% | 77.89% | 1.36% | 55 | 7.84% | 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 | 14.63% | 34 | 13.33% |
| 31 Mar, 16 | 93 | -1.06% | 1,645,909 | -22.35% | 42.34% | 1.23% | 41 | -54.44% | 30 | 900.00% |
| 31 Dec, 15 | 94 | 840.00% | 2,119,667 | 1118.70% | 58.57% | 255.98% | 90 | 800.00% | 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 Hathaway Joseph J on Jul 11 2024, selling 209 shares at $500.00 per share (valued at $104.50K).
National Western Life Group Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 50 | 60 | 83.33% |
| Q2 2024 | 20 | 10 | 200.00% |
| Q1 2024 | 5 | 6 | 83.33% |
| Q4 2023 | 65 | 96 | 67.71% |
| Q2 2023 | 26 | 10 | 260.00% |
| Q4 2022 | 60 | 10 | 600.00% |
| Q2 2022 | 13 | 1 | 1300.00% |
| 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% |
50 total buy trades, and 60 total sell trades (buy/sell ratio of 0.83%) were made by National Western Life Group's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | - | - |
| Q2 2024 | - | - | - |
| Q1 2024 | - | - | - |
| 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 | - |
As of Q3 2024, 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 (56.17%), insiders (1.35%), and public (42.48%). The largest institutional shareholder of National Western Life Group is VANGUARD GROUP INC (5.86% 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 VANGUARD GROUP INC, BLACKROCK INC., DIMENSIONAL FUND ADVISORS LP, GLAZER CAPITAL, LLC, and TUDOR INVESTMENT CORP ET AL. The top five shareholders own together 24.50% of the company's share outstanding.
How many National Western Life Group shareholders are there?
As of Jun 2024, there are 148 institutional shareholders of National Western Life Group.
What percentage of National Western Life Group is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 207.36K shares of National Western Life Group, representing 5.86% of the company's total shares outstanding, valued at $103.05M (as of Jun 2024).
What percentage of National Western Life Group is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 197.66K shares of National Western Life Group (NWLI), compromising 5.59% of the company, valued at $98.22M.
What percentage of National Western Life Group is owned by DIMENSIONAL FUND ADVISORS LP?
DIMENSIONAL FUND ADVISORS LP is the third largest holder of National Western Life Group. The company owns 193.65K of the company's shares outstanding (worth $96.23M).