National Western Life Insurance Co (NWLI) Ownership

499.98 ↑0.00 (0.00%)
As of July 8, 2024, 3:59pm EST.

Institutional Ownership

Moody National Bank Trust Division is the biggest individual institutional holder of National Western Life Insurance Co (NWLI), owning a total of 1.1 million shares. Combined, the top 42 institutional holders of NWLI own 94.76% of the company with a total of 3.4 million shares.

In the latest ownership report on June 30th 2024, the top 42 institutional holders increased their combined ownership of NWLI by 155 thousand shares. 8 institutions bought 200,653 total additional shares and increased their ownership by an average of 272.15%. However 7 institutions sold 45,909 total shares and decreased their ownership by an average of 2.77%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of National Western Life Insurance Co increased by a net total of 154,744 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Moody National Bank Trust Division29.492%-1.564%1,072,337-17,0402024-06-30
Vanguard Group Inc5.703%-0.853%207,365-1,7842024-06-30
BlackRock Inc5.436%5.537%197,65510,3692024-06-30
Dimensional Fund Advisors, Inc.5.326%-11.279%193,647-24,6192024-06-30
Glazer Capital, LLC4.341%31.435%157,83437,7492024-06-30
Tudor Investment Corp Et AL3.019%1,849.840%109,776104,1462024-06-30
HIGHLAND CAPITAL MANAGEMENT FUND ADVISORS1.925%0.000%69,97702024-06-30
Magnetar Financial LLC1.856%0.000%67,48202024-06-30
Qube Research & Technologies1.562%20.058%56,7859,4872024-06-30
Geode Capital Management, LLC1.470%4.175%53,4512,1422024-06-30
State Street Corp1.396%-0.652%50,754-3332024-06-30
RK Asset Management, LLC1.264%-2.664%45,959-1,2582024-06-30
Westchester Capital Management LLC1.228%12.431%44,6424,9362024-06-30
Tweedy, Browne Co LLC1.201%-0.467%43,677-2052024-06-30
Gabelli Funds LLC0.969%221.550%35,22924,2732024-06-30
Goldman Sachs Group Inc0.933%-1.938%33,906-6702024-06-30
HHG PLC0.854%32.158%31,0327,5512024-06-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Moody National Bank Trust Division29.492%-1.564%1,072,337-17,0402024-06-30
Vanguard Group Inc5.703%-0.853%207,365-1,7842024-06-30
BlackRock Inc5.436%5.537%197,65510,3692024-06-30
Dimensional Fund Advisors, Inc.5.326%-11.279%193,647-24,6192024-06-30
Glazer Capital, LLC4.341%31.435%157,83437,7492024-06-30
FMR Inc3.420%-17.270%124,361-25,9612023-09-30
Tudor Investment Corp Et AL3.019%1,849.840%109,776104,1462024-06-30
Allspring Global Investments Holdings, LLC2.445%10.822%88,8948,6812023-12-31
Envestnet Asset Management Inc2.118%0.000%77,01377,0132023-03-31
HIGHLAND CAPITAL MANAGEMENT FUND ADVISORS1.925%0.000%69,97702024-06-30
Brandes Investment Partners & Co1.923%-4.220%69,924-3,0812023-09-30
Magnetar Financial LLC1.856%0.000%67,48202024-06-30
Qube Research & Technologies1.562%20.058%56,7859,4872024-06-30
Cooke & Bieler LP1.470%-13.898%53,465-8,6302023-09-30
Geode Capital Management, LLC1.470%4.175%53,4512,1422024-06-30
State Street Corporation1.405%0.448%51,0872282024-03-31
State Street Corp1.396%-0.652%50,754-3332024-06-30
Ameriprise Financial Inc1.377%-2.446%50,052-1,2552023-09-30
Woodline Partners LP1.287%17.003%46,8016,8012024-03-31
RK Asset Management, LLC1.264%-2.664%45,959-1,2582024-06-30
Westchester Capital Management LLC1.228%12.431%44,6424,9362024-06-30
Tweedy, Browne Co LLC1.201%-0.467%43,677-2052024-06-30
Morgan Stanley - Brokerage Accounts1.100%-9.324%39,981-4,1112024-03-31
First Trust Capital Management L.P.1.088%72.379%39,56116,6112024-03-31
Gabelli Funds LLC0.969%221.550%35,22924,2732024-06-30
Millennium Management LLC0.965%107.591%35,08518,1842024-03-31
Goldman Sachs Group Inc0.933%-1.938%33,906-6702024-06-30
JPMorgan Chase & Co0.929%473.993%33,76827,8852024-03-31
M3F, Inc.0.875%-47.647%31,821-28,9612024-03-31
Balyasny Asset Management LLC0.866%-0.108%31,503-342024-03-31
HHG PLC0.854%32.158%31,0327,5512024-06-30
HSBC Holdings PLC0.760%11.732%27,6282,9012024-03-31
Northern Trust Corp0.711%0.937%25,8632402023-12-31
Hotchkis & Wiley Capital Management LLC0.577%-25.872%20,987-7,3252023-06-30
Fort Hoosac Management, LLC0.551%0.000%20,03002023-03-31
Charles Schwab Investment Management Inc0.477%-14.572%17,353-2,9602023-09-30
Cnh Partners, LLC0.463%0.000%16,82016,8202023-12-31
Bank of New York Mellon Corp0.451%3.782%16,3825972023-09-30
Bridgeway Capital Management, LLC0.420%-18.465%15,269-3,4582023-12-31
American Century Companies Inc0.415%3.084%15,0764512023-09-30
Prudential Financial Inc0.350%-15.368%12,721-2,3102022-06-30
Interval Partners, LLC0.347%274.096%12,6229,2482023-09-30

Mutual Fund Ownership

Fidelity® Low-Priced Stock is the biggest individual fund holder of National Western Life Insurance Co (NWLI), owning a total of 96 thousand shares. Combined, the top 56 mutual fund holders of NWLI own 33.75% of the company with a total of 1.2 million shares.

In the latest ownership report on June 30th 2024, the top 56 fund holders increased their combined ownership of NWLI by 4 thousand shares. 16 funds bought 16,146 total additional shares and increased their ownership by an average of 19.37%. However 10 funds sold 12,087 total shares and decreased their ownership by an average of 6.72%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding National Western Life Insurance Co increased by a net total of 4,059 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv1.889%0.000%68,66602024-06-30
DFA US Small Cap Value I1.527%-10.182%55,506-6,2922024-06-30
Vanguard Small Cap Index1.425%-1.402%51,821-7372024-06-30
Vanguard Small Cap Value Index Inv0.959%-1.310%34,883-4632024-06-30
Tweedy, Browne Value0.927%0.000%33,70802024-06-30
The Merger Fund A0.918%13.408%33,3603,9442024-06-30
Vanguard Institutional Extnd Mkt Idx Tr0.910%1.794%33,0775832024-06-30
DFA US Targeted Value I0.758%-5.215%27,570-1,5172024-06-30
Fidelity Small Cap Index0.642%4.221%23,3599462024-06-30
DFA US Small Cap I0.473%0.000%17,18502024-06-30
DFA US Micro Cap I0.410%-3.040%14,893-4672024-06-30
State St Russell Sm/Mid Cp® Indx NL Cl C0.390%1.429%14,1932002024-06-30
Janus HndrsnGlbl Mlt-Strat E2 EUR0.376%0.000%13,67102024-06-30
Fidelity Extended Market Index0.348%1.103%12,6471382024-06-30
GDL Fund0.303%35.135%11,0002,8602024-06-30
State St Russell Sm Cap® Indx SL Cl I0.241%10.040%8,7688002024-06-30
Vanguard Russell 2000 ETF0.232%-0.764%8,438-652024-06-30
Virtus Westchester Event-Driven Fd I0.188%11.724%6,8527192024-06-30
Fidelity Low-Priced Stock0.157%-0.088%5,698-52024-06-30
NT R2000 Index Fund - NL0.148%-15.017%5,376-9502024-06-30
Gabelli ABC AAA0.133%107.945%4,8162,5002024-06-30
Fidelity Total Market Index0.132%21.356%4,7968442024-06-30
Russell 2000 Index Non-Lendable Fund E0.130%5.414%4,7312432024-06-30
BlackRock Extended Equity Market K0.130%-14.814%4,721-8212024-06-30
NT R2000 Value Index Fund - L0.124%1.987%4,518882024-06-30
Northern Trust Russell 2000 Value Index0.124%1.987%4,518882024-06-30
BlackRock Russell 2500™ Index F0.123%14.523%4,4795682024-06-30
NT R2000 Index Fund - DC - NL - 20.117%-15.326%4,254-7702024-06-30
Bridgeway Omni Small-Cap Value N0.099%0.000%3,60002024-06-30
Bridgeway Omni Small-Cap Value0.099%0.000%3,60002024-06-30
1290 VT GAMCO Mergers & Acquisitions IB0.094%70.000%3,4001,4002024-06-30
Nuveen Small Cap Blend Idx R60.084%7.911%3,0692252024-06-30

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Fidelity® Low-Priced Stock2.643%-0.104%96,094-1002023-10-31
Allspring Special Small Cap Value A2.015%0.826%73,2776002023-12-31
Vanguard Total Stock Mkt Idx Inv1.889%0.000%68,66602024-06-30
NexPoint Merger Arbitrage Z1.738%19.136%63,19110,1502024-03-31
iShares Russell 2000 ETF1.567%4.940%56,9742,6822024-06-28
Vanguard Instl Ttl Stck Mkt Idx Tr1.537%0.000%55,87302023-03-31
DFA US Small Cap Value I1.527%-10.182%55,506-6,2922024-06-30
Vanguard Small Cap Index1.425%-1.402%51,821-7372024-06-30
First Trust Merger Arbitrage Cl I0.978%79.867%35,55615,7882024-03-31
Vanguard Small Cap Value Index Inv0.959%-1.310%34,883-4632024-06-30
Vanguard Extended Market Index Investor0.941%-0.306%34,198-1052023-08-31
Tweedy, Browne Value0.927%0.000%33,70802024-06-30
The Merger Fund A0.918%13.408%33,3603,9442024-06-30
Vanguard Institutional Extnd Mkt Idx Tr0.910%1.794%33,0775832024-06-30
Columbia Small Cap Value I0.765%5.464%27,7961,4402023-09-30
Columbia Small Cap Value I A0.765%1.460%27,7964002023-09-30
DFA US Targeted Value I0.758%-5.215%27,570-1,5172024-06-30
Fidelity Small Cap Index0.642%4.221%23,3599462024-06-30
JNL Multi-Manager Small Cap Value I0.623%0.000%22,64402022-09-30
Fidelity® Small Cap Index0.602%2.649%21,8955652023-10-31
iShares Russell 2000 Value ETF0.588%5.403%21,3811,0962024-06-28
Fidelity Global Intrinsic Value Cl F50.495%0.000%18,00002023-06-30
DFA US Small Cap I0.473%0.000%17,18502024-06-30
Dimensional US Targeted Value ETF0.463%0.000%16,82302024-06-28
Fidelity LowPriced Stock Commingled PlA0.420%0.000%15,26502023-07-31
Fidelity LowPriced Stock Commingled Pl0.420%0.000%15,26502023-06-30
DFA US Micro Cap I0.410%-3.040%14,893-4672024-06-30
Fidelity LowPriced Stock Commingled Pl A0.399%0.000%14,50402023-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.390%1.429%14,1932002024-06-30
Brandes Global Small Cap Equity Cl F0.384%0.000%13,97802023-04-30
Janus HndrsnGlbl Mlt-Strat E2 EUR0.376%0.000%13,67102024-06-30
Avantis US Small Cap Value ETF0.354%0.000%12,88302023-12-30
Fidelity Extended Market Index0.348%1.103%12,6471382024-06-30
Fidelity® Extended Market Index0.333%0.717%12,089862023-11-30
Fidelity Low-Priced Stock K60.321%0.864%11,6711002023-10-31
Fidelity® Low-Priced Stock K60.321%0.864%11,6711002023-10-31
GDL Fund0.303%35.135%11,0002,8602024-06-30
Schwab US Small-Cap ETF™0.287%0.029%10,45032024-06-29
State St Russell Sm Cap® Indx SL Cl I0.241%10.040%8,7688002024-06-30
Vanguard Russell 2000 ETF0.232%-0.764%8,438-652024-06-30
Virtus Westchester Event-Driven Fd I0.188%11.724%6,8527192024-06-30
NT R2000 Value Index Fund - NL0.181%-0.932%6,594-622023-12-31
Fidelity Low-Priced Stock0.157%-0.088%5,698-52024-06-30
NT R2000 Index Fund - NL0.148%-15.017%5,376-9502024-06-30
Gabelli ABC AAA0.133%107.945%4,8162,5002024-06-30
Fidelity Total Market Index0.132%21.356%4,7968442024-06-30
Russell 2000 Index Non-Lendable Fund E0.130%5.414%4,7312432024-06-30
BlackRock Extended Equity Market K0.130%-14.814%4,721-8212024-06-30
NT R2000 Value Index Fund - L0.124%1.987%4,518882024-06-30
Northern Trust Russell 2000 Value Index0.124%1.987%4,518882024-06-30
BlackRock Russell 2500™ Index F0.123%14.523%4,4795682024-06-30
NT R2000 Index Fund - DC - NL - 20.117%-15.326%4,254-7702024-06-30
Bridgeway Omni Small-Cap Value N0.099%0.000%3,60002024-06-30
Bridgeway Omni Small-Cap Value0.099%0.000%3,60002024-06-30
1290 VT GAMCO Mergers & Acquisitions IB0.094%70.000%3,4001,4002024-06-30
Nuveen Small Cap Blend Idx R60.084%7.911%3,0692252024-06-30

Discussions

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delaina

$NWLI when's the offering?

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BroughtToMyKnees

$NWLI TRUST THE PROCESS! BUY AND HOLD! OUR TIME IS COMING$$$

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