National Western Life Group Ownership | Who Owns National Western Life Group?
National Western Life Group Ownership Summary
National Western Life Group is owned by 56.37% institutional investors, 1.35% insiders, and 42.28% retail investors. Blackrock is the largest institutional shareholder, holding 5.59% of NWLI shares. NexPoint Merger Arbitrage Z is the top mutual fund, with 1.74% of its assets in National Western Life Group shares.
NWLI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | National Western Life Group | 56.37% | 1.35% | 42.28% |
| Sector | Financial Services Stocks | 43.55% | 12.63% | 43.82% |
| Industry | Life Insurance Stocks | 60.14% | 7.66% | 32.20% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 197.66K | 5.59% | $98.22M |
| Dimensional fund advisors lp | 193.65K | 5.48% | $96.23M |
| Geode capital management | 53.45K | 1.51% | $26.57M |
| State street | 50.75K | 1.44% | $25.22M |
| Goldman sachs group | 33.91K | 0.96% | $16.85M |
| Morgan stanley | 33.59K | 0.95% | $16.69M |
| Millennium management | 18.11K | 0.51% | $9.00M |
| Charles schwab investment management | 18.02K | 0.51% | $8.96M |
| Bank of new york mellon | 13.03K | 0.37% | $6.47M |
| Public employees retirement system of ohio | 8.40K | 0.24% | $4.17M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Westport asset management | 1.54K | 0.38% | $766.28K |
| Karpas strategies | 927.00 | 0.14% | $460.63K |
| Bridgeway capital management | 3.60K | 0.04% | $1.79M |
| Virtu financial | 975.00 | 0.03% | $484.00K |
| Susquehanna fundamental investments | 2.36K | 0.03% | $1.17M |
| Dimensional fund advisors lp | 193.65K | 0.03% | $96.23M |
| Public employees retirement system of ohio | 8.40K | 0.02% | $4.17M |
| Millennium management | 18.11K | 0.00% | $9.00M |
| Goldman sachs group | 33.91K | 0.00% | $16.85M |
| Geode capital management | 53.45K | 0.00% | $26.57M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 197.66K | 0.00% | 10.37K |
| Norges bank | 6.60K | 0.00% | 6.60K |
| Susquehanna fundamental investments | 2.36K | 0.03% | 2.36K |
| Geode capital management | 53.45K | 0.00% | 2.14K |
| Two sigma advisers, lp | 2.12K | 0.00% | 2.12K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard group | - | - | -207.37K |
| Glazer capital | - | - | -157.83K |
| Tudor investment corp et al | - | - | -109.78K |
| Nexpoint asset management | - | - | -69.98K |
| Magnetar financial | - | - | -67.48K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 6.60K | 0.00% | 6.60K | $3.28M |
| Susquehanna fundamental investments | 2.36K | 0.03% | 2.36K | $1.17M |
Sold Out
| Holder | Change |
|---|---|
| Quadrant capital group | -1.00 |
| Nelson, van denburg & campbell wealth management group | -1.00 |
| Nisa investment advisors | -1.00 |
| Tfc financial management | -1.00 |
| Carolinas wealth consulting | -4.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 149 | -3.25% | 1,993,277 | -33.76% | 56 | 0.78% | 68 | 9.68% | 39 | -25.00% |
| Mar 31, 2024 | 154 | 1.32% | 3,008,981 | 1.65% | 85 | 1.15% | 62 | -35.42% | 52 | 44.44% |
| Dec 31, 2023 | 152 | 31.03% | 2,960,126 | -1.63% | 86 | 1.26% | 96 | 123.26% | 36 | -21.74% |
| Sep 30, 2023 | 116 | -0.85% | 3,009,290 | 0.88% | 82 | 1.23% | 43 | -17.31% | 46 | 17.95% |
| Jun 30, 2023 | 117 | 4.46% | 2,983,123 | -1.24% | 82 | 1.19% | 52 | 18.18% | 39 | 11.43% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| NexPoint Merger Arbitrage Z | 63.19K | 1.74% | 10.15K |
| Tweedy, Browne Value | 33.71K | 0.93% | - |
| The Merger Fund A | 33.36K | 0.92% | 3.94K |
| Fidelity Small Cap Index | 23.36K | 0.64% | 946.00 |
| GDL Fund | 11.00K | 0.30% | 2.86K |
| Virtus Westchester Event-Driven Fd I | 6.85K | 0.19% | 719.00 |
| NT R2000 Value Index Fund - NL | 6.59K | 0.18% | -62.00 |
| Fidelity Low-Priced Stock | 5.70K | 0.16% | -5.00 |
| NT R2000 Index Fund - NL | 5.38K | 0.15% | -950.00 |
| Gabelli ABC AAA | 4.82K | 0.13% | 2.50K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
| 2023 Q4 | - | - |
| 2023 Q2 | - | - |
NWLI Ownership FAQ
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