NWLI — NATIONAL WESTN LIFE GROUP IN
Reported value held$267.45M
Funds holding (latest)34
Sector—
NWLI (NATIONAL WESTN LIFE GROUP IN) is tracked on HoldingsHub across five years of quarterly 13F filings. 34 funds have reported positions historically, with the sum of their latest reported stakes valued at $267.45M. No fund in our coverage reported a position in the latest filing period, which typically means the stock has fallen out of the tracked funds' portfolios rather than that it cannot be bought.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2024 — 25 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 207.37K | $103.05M | 0.00% | Reduce |
| Geode Capital Management history | 53.45K | $26.57M | 0.00% | Add |
| Goldman Sachs Group history | 33.91K | $16.85M | 0.00% | Reduce |
| Morgan Stanley history | 33.59K | $16.69M | 0.00% | Reduce |
| Janus Henderson Group history | 31.03K | $15.41M | 0.01% | Add |
| Northern Trust Corp history | 24.50K | $12.17M | 0.00% | Reduce |
| Renaissance Technologies history | 20.50K | $10.19M | 0.02% | Add |
| Millennium Management history | 18.11K | $9.00M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 18.02K | $8.96M | 0.00% | Add |
| BNY Mellon history | 13.03K | $6.47M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 10.03K | $4.98M | 0.00% | Add |
| Norges Bank Investment Management history | 6.60K | $3.28M | 0.00% | New |
| JPMorgan Chase & Co history | 5.09K | $2.53M | 0.00% | Reduce |
| Invesco Ltd history | 5.08K | $2.53M | 0.00% | Hold |
| Bank of America Corp history | 3.17K | $1.58M | 0.00% | Reduce |
| CPP Investments history | 3.00K | $1.49M | 0.00% | Hold |
| Legal & General Investment Management America history | 2.80K | $1.39M | 0.00% | Add |
| UBS Group AG history | 1.41K | $700.69K | 0.00% | Reduce |
| Wells Fargo & Co history | 1.06K | $525.89K | 0.00% | Add |
| Marshall Wace history | 939 | $466.63K | 0.00% | Reduce |
| Citigroup Inc history | 927 | $460.66K | 0.00% | Add |
| Deutsche Bank AG history | 918 | $456.19K | 0.00% | Reduce |
| Manulife Financial history | 865 | $429.85K | 0.00% | Reduce |
| D. E. Shaw & Co history | 484 | $240.52K | 0.00% | Hold |
| T. Rowe Price Associates history | 1.55K | $772 | 0.00% | Reduce |
Q1 2024 — 28 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 209.15K | $102.89M | 0.00% | Add |
| Geode Capital Management history | 51.31K | $25.25M | 0.00% | Add |
| Morgan Stanley history | 39.98K | $19.67M | 0.00% | Reduce |
| Millennium Management history | 35.09K | $17.26M | 0.01% | Add |
| Goldman Sachs Group history | 34.58K | $17.01M | 0.00% | Add |
| JPMorgan Chase & Co history | 33.77K | $16.61M | 0.00% | Add |
| Balyasny Asset Management history | 31.50K | $15.50M | 0.03% | Hold |
| Northern Trust Corp history | 25.33K | $12.46M | 0.00% | Reduce |
| Janus Henderson Group history | 23.48K | $11.54M | 0.01% | Add |
| Charles Schwab Investment Management history | 17.66K | $8.69M | 0.00% | Add |
| BNY Mellon history | 12.38K | $6.09M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 9.50K | $4.68M | 0.00% | Hold |
| Invesco Ltd history | 5.10K | $2.51M | 0.00% | Reduce |
| Bank of America Corp history | 3.31K | $1.63M | 0.00% | Reduce |
| CPP Investments history | 3.00K | $1.48M | 0.00% | Hold |
| UBS Group AG history | 2.83K | $1.39M | 0.00% | Reduce |
| Moore Capital Management history | 2.50K | $1.23M | 0.02% | Reduce |
| Legal & General Investment Management America history | 1.87K | $921.44K | 0.00% | Reduce |
| Two Sigma Investments history | 1.11K | $546.08K | 0.00% | New |
| Deutsche Bank AG history | 1.10K | $541.16K | 0.00% | Add |
| Marshall Wace history | 1.00K | $491.96K | 0.00% | Hold |
| Wells Fargo & Co history | 883 | $434.52K | 0.00% | Reduce |
| Manulife Financial history | 871 | $428.50K | 0.00% | Reduce |
| Citigroup Inc history | 755 | $371.43K | 0.00% | Add |
| Citadel Advisors history | 721 | $354.70K | 0.00% | Add |
| D. E. Shaw & Co history | 484 | $238.11K | 0.00% | Hold |
| Renaissance Technologies history | 16.18K | $7.96K | 0.01% | Add |
| T. Rowe Price Associates history | 1.79K | $881 | 0.00% | Add |
Q4 2023 — 27 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 191.61K | $92.55M | 0.00% | Add |
| Geode Capital Management history | 50.14K | $24.22M | 0.00% | Add |
| Morgan Stanley history | 44.09K | $21.30M | 0.00% | Add |
| Balyasny Asset Management history | 31.54K | $15.23M | 0.03% | Add |
| Northern Trust Corp history | 25.86K | $12.49M | 0.00% | Add |
| Goldman Sachs Group history | 20.69K | $9.99M | 0.00% | Add |
| Charles Schwab Investment Management history | 17.42K | $8.41M | 0.00% | Hold |
| Janus Henderson Group history | 17.26K | $8.34M | 0.01% | Add |
| Millennium Management history | 16.90K | $8.16M | 0.00% | Add |
| BNY Mellon history | 14.14K | $6.83M | 0.00% | Reduce |
| Bank of America Corp history | 10.49K | $5.07M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 9.52K | $4.60M | 0.00% | Reduce |
| Invesco Ltd history | 6.41K | $3.09M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 5.88K | $2.84M | 0.00% | Add |
| Moore Capital Management history | 5.00K | $2.42M | 0.04% | New |
| UBS Group AG history | 3.36K | $1.62M | 0.00% | Add |
| CPP Investments history | 3.00K | $1.45M | 0.00% | New |
| Legal & General Investment Management America history | 1.95K | $942.37K | 0.00% | Reduce |
| Manulife Financial history | 1.30K | $626.96K | 0.00% | Reduce |
| Deutsche Bank AG history | 1.07K | $518.76K | 0.00% | Reduce |
| Marshall Wace history | 1.00K | $483.02K | 0.00% | New |
| Wells Fargo & Co history | 963 | $465.03K | 0.00% | Add |
| Citigroup Inc history | 580 | $280.15K | 0.00% | Add |
| Citadel Advisors history | 569 | $274.84K | 0.00% | Reduce |
| D. E. Shaw & Co history | 484 | $233.78K | 0.00% | New |
| Renaissance Technologies history | 13.50K | $6.52K | 0.01% | Add |
| T. Rowe Price Associates history | 1.71K | $826 | 0.00% | Reduce |
Q3 2023 — 27 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 190.08K | $83.16M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 124.36K | $54.41M | 0.01% | Reduce |
| Geode Capital Management history | 48.56K | $21.25M | 0.00% | Add |
| Northern Trust Corp history | 25.62K | $11.21M | 0.00% | Add |
| Charles Schwab Investment Management history | 17.35K | $7.59M | 0.00% | Reduce |
| BNY Mellon history | 16.38K | $7.17M | 0.00% | Add |
| Invesco Ltd history | 12.18K | $5.33M | 0.00% | Hold |
| Balyasny Asset Management history | 11.01K | $4.82M | 0.01% | Add |
| Millennium Management history | 8.84K | $3.87M | 0.00% | New |
| Bank of America Corp history | 8.56K | $3.74M | 0.00% | Hold |
| Goldman Sachs Group history | 6.41K | $2.80M | 0.00% | Add |
| Morgan Stanley history | 5.33K | $2.33M | 0.00% | Reduce |
| Citadel Advisors history | 5.33K | $2.33M | 0.00% | New |
| Prudential Financial history | 4.30K | $1.88M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 2.57K | $1.13M | 0.00% | Reduce |
| Legal & General Investment Management America history | 2.05K | $898.17K | 0.00% | Add |
| Manulife Financial history | 1.32K | $578.80K | 0.00% | Add |
| AQR Capital Management history | 1.17K | $513.18K | 0.00% | Reduce |
| Deutsche Bank AG history | 1.10K | $480.80K | 0.00% | Add |
| Janus Henderson Group history | 1.06K | $462.68K | 0.00% | Hold |
| Franklin Resources history | 1.05K | $457.62K | 0.00% | Add |
| Wells Fargo & Co history | 772 | $337.70K | 0.00% | Reduce |
| UBS Group AG history | 640 | $279.99K | 0.00% | Reduce |
| Citigroup Inc history | 135 | $59.06K | 0.00% | Reduce |
| Renaissance Technologies history | 2.40K | $1.05K | 0.00% | Reduce |
| T. Rowe Price Associates history | 1.75K | $768 | 0.00% | Reduce |
| Lazard Asset Management history | 1.21K | $528 | 0.00% | New |
Q2 2023 — 25 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 191.50K | $79.58M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 150.32K | $62.47M | 0.01% | Hold |
| Geode Capital Management history | 48.04K | $19.96M | 0.00% | Add |
| Northern Trust Corp history | 25.48K | $10.59M | 0.00% | Add |
| Charles Schwab Investment Management history | 20.31K | $8.44M | 0.00% | Reduce |
| BNY Mellon history | 15.79K | $6.56M | 0.00% | Reduce |
| Invesco Ltd history | 12.14K | $5.04M | 0.00% | Add |
| Bank of America Corp history | 8.52K | $3.54M | 0.00% | Reduce |
| Balyasny Asset Management history | 7.08K | $2.94M | 0.01% | New |
| Morgan Stanley history | 5.91K | $2.46M | 0.00% | Reduce |
| Goldman Sachs Group history | 5.65K | $2.35M | 0.00% | Reduce |
| Prudential Financial history | 5.12K | $2.13M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 2.74K | $1.14M | 0.00% | Add |
| Legal & General Investment Management America history | 1.81K | $754.24K | 0.00% | Add |
| UBS Group AG history | 1.57K | $653.68K | 0.00% | Add |
| AQR Capital Management history | 1.18K | $492.02K | 0.00% | Reduce |
| Wells Fargo & Co history | 1.11K | $462.06K | 0.00% | Add |
| Citigroup Inc history | 1.06K | $439.25K | 0.00% | Add |
| Janus Henderson Group history | 1.06K | $438.29K | 0.00% | Hold |
| Franklin Resources history | 1.01K | $420.13K | 0.00% | New |
| Deutsche Bank AG history | 940 | $390.63K | 0.00% | Reduce |
| Manulife Financial history | 879 | $365.28K | 0.00% | Add |
| D. E. Shaw & Co history | 669 | $278.01K | 0.00% | Reduce |
| Renaissance Technologies history | 2.70K | $1.12K | 0.00% | Add |
| T. Rowe Price Associates history | 1.91K | $793 | 0.00% | Reduce |
Q1 2023 — 24 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 194.04K | $47.08M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 150.38K | $36.49M | 0.00% | Hold |
| Geode Capital Management history | 46.52K | $11.29M | 0.00% | Add |
| Northern Trust Corp history | 24.41K | $5.92M | 0.00% | Add |
| Charles Schwab Investment Management history | 22.97K | $5.57M | 0.00% | Reduce |
| BNY Mellon history | 16.04K | $3.89M | 0.00% | Reduce |
| Goldman Sachs Group history | 10.12K | $2.45M | 0.00% | Reduce |
| Prudential Financial history | 9.62K | $2.33M | 0.00% | Reduce |
| Bank of America Corp history | 8.90K | $2.16M | 0.00% | Add |
| Morgan Stanley history | 8.88K | $2.16M | 0.00% | Add |
| Invesco Ltd history | 5.28K | $1.28M | 0.00% | Reduce |
| AQR Capital Management history | 1.73K | $419.25K | 0.00% | Reduce |
| Deutsche Bank AG history | 1.39K | $337.73K | 0.00% | Add |
| Janus Henderson Group history | 1.06K | $256.06K | 0.00% | New |
| D. E. Shaw & Co history | 989 | $239.95K | 0.00% | Add |
| UBS Group AG history | 946 | $229.52K | 0.00% | Reduce |
| Legal & General Investment Management America history | 907 | $220.06K | 0.00% | Add |
| Manulife Financial history | 835 | $202.59K | 0.00% | Hold |
| Wells Fargo & Co history | 773 | $187.72K | 0.00% | Add |
| JPMorgan Chase & Co history | 595 | $144.00K | 0.00% | Reduce |
| Citigroup Inc history | 247 | $59.93K | 0.00% | Add |
| Millennium Management history | 3.52K | $853 | 0.00% | Add |
| Renaissance Technologies history | 2.10K | $510 | 0.00% | Hold |
| T. Rowe Price Associates history | 1.97K | $478 | 0.00% | Add |
New Positions (latest)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 | Q2 2021 | Q1 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Vanguard Group | 207.37K | 209.15K | 191.61K | 190.08K | 191.50K | 194.04K | 191.60K | 188.11K | 185.63K | 184.38K | 183.38K | 179.72K | 266.64K | 262.29K |
| Geode Capital Management | 53.45K | 51.31K | 50.14K | 48.56K | 48.04K | 46.52K | 45.35K | 41.14K | 40.55K | 43.67K | 42.23K | 41.91K | — | — |
| Goldman Sachs Group | 33.91K | 34.58K | 20.69K | 6.41K | 5.65K | 10.12K | 12.43K | 22.08K | 16.02K | 18.66K | 17.92K | 18.83K | — | — |
| Morgan Stanley | 33.59K | 39.98K | 44.09K | 5.33K | 5.91K | 8.88K | 6.70K | 6.95K | 6.26K | 3.10K | 3.23K | 3.86K | — | — |
| Janus Henderson Group | 31.03K | 23.48K | 17.26K | 1.06K | 1.06K | 1.06K | — | — | — | — | — | — | — | — |
| Northern Trust Corp | 24.50K | 25.33K | 25.86K | 25.62K | 25.48K | 24.41K | 24.21K | 23.98K | 24.11K | 26.99K | 27.22K | 26.98K | — | — |
| Renaissance Technologies | 20.50K | 16.18K | 13.50K | 2.40K | 2.70K | 2.10K | 2.10K | 4.00K | 5.50K | 4.20K | 5.40K | 5.50K | — | — |
| Millennium Management | 18.11K | 35.09K | 16.90K | 8.84K | — | 3.52K | 2.40K | 3.94K | 4.32K | 1.91K | 1.28K | 5.21K | — | — |
| Charles Schwab Investment Management | 18.02K | 17.66K | 17.42K | 17.35K | 20.31K | 22.97K | 23.35K | 23.14K | 22.00K | 23.01K | 22.66K | 22.37K | — | — |
| BNY Mellon | 13.03K | 12.38K | 14.14K | 16.38K | 15.79K | 16.04K | 17.12K | 15.64K | 14.44K | 16.49K | 13.73K | 15.42K | — | — |
| Fidelity Management & Research (FMR) | 10.03K | 9.50K | 9.52K | 124.36K | 150.32K | 150.38K | 150.47K | 149.69K | 143.65K | 152.16K | 152.34K | 150.94K | — | — |
| Norges Bank Investment Management | 6.60K | — | — | — | — | — | — | — | — | — | — | — | — | — |
| JPMorgan Chase & Co | 5.09K | 33.77K | 5.88K | 2.57K | 2.74K | 595 | 1.66K | 1.53K | 1.44K | 1.41K | 3.76K | 1.10K | — | — |
| Invesco Ltd | 5.08K | 5.10K | 6.41K | 12.18K | 12.14K | 5.28K | 6.22K | 3.69K | 4.21K | 3.40K | 4.12K | 4.30K | — | — |
| Bank of America Corp | 3.17K | 3.31K | 10.49K | 8.56K | 8.52K | 8.90K | 8.67K | 7.37K | 8.33K | 8.63K | 8.58K | 7.69K | — | — |
| CPP Investments | 3.00K | 3.00K | 3.00K | — | — | — | — | — | — | — | — | — | — | — |
| Legal & General Investment Management America | 2.80K | 1.87K | 1.95K | 2.05K | 1.81K | 907 | 843 | 872 | 996 | 975 | 975 | 975 | — | — |
| UBS Group AG | 1.41K | 2.83K | 3.36K | 640 | 1.57K | 946 | 1.20K | 297 | 136 | 132 | 1.08K | 15 | — | — |
| Wells Fargo & Co | 1.06K | 883 | 963 | 772 | 1.11K | 773 | 374 | 390 | 463 | 1.44K | 2.64K | 88.44K | — | — |
| Marshall Wace | 939 | 1.00K | 1.00K | — | — | — | — | 2.63K | 2.63K | 3.12K | 3.71K | 3.89K | — | — |