NATIONAL WESTN LIFE GROUP IN NWLI
CL A · Common Stock · CUSIP 638517102
113
institutional holders
-1 vs Q4 2022
3.2m
shares reported held*
$750.6mreported value*
6 new
38 added
34 reduced
7 sold out
net bought ≈ $40.6m (+244.1k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $236.71.
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 99 |
| Q4 2022 | 114 |
| Q1 2023 | 113 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 48 | 46 |
| Q1 2023 | 44 | 41 |
Biggest buyers
| FMR LLC | Added | +150.3k |
| ENVESTNET ASSET MANAGEMENT INC | New | +77.0k |
| CONTINENTAL GENERAL INSURANCE CO | Added | +15.6k |
| AMERICAN CENTURY COMPANIES INC | Added | +4.7k |
| DIMENSIONAL FUND ADVISORS LP | Added | +3.9k |
| BRANDES INVESTMENT PARTNERS, LP | Added | +3.3k |
| VANGUARD GROUP INC | Added | +2.4k |
| MORGAN STANLEY | Added | +2.2k |
| New York Life Investment Management LLC | New | +2.0k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +1.2k |
Biggest sellers
| COOKE & BIELER LP | Reduced | -3.4k |
| MOODY NATIONAL BANK TRUST DIVISION | Reduced | -3.0k |
| DENALI ADVISORS LLC | Reduced | -2.7k |
| Allspring Global Investments Holdings, LLC | Reduced | -2.4k |
| GOLDMAN SACHS GROUP INC | Reduced | -2.3k |
| NEW YORK STATE COMMON RETIREMENT FUND | Reduced | -1.9k |
| RK Asset Management, LLC | Reduced | -1.3k |
| AQR CAPITAL MANAGEMENT LLC | Reduced | -1.2k |
| GSA CAPITAL PARTNERS LLP | Sold out | -1.2k |
| Bank of New York Mellon Corp | Reduced | -1.1k |
Holders, Q1 2023
| Manager | Shares | Change |
|---|---|---|
| MOODY NATIONAL BANK TRUST DIVISION 24.22% of their portfolio | 1.2m $283.2m | Reduced -3.0k |
| FMR LLC 0.00% of their portfolio | 300.8k $73.0m | Added +150.3k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 230.8k $56.0m | Added +3.9k |
| VANGUARD GROUP INC 0.00% of their portfolio | 194.0k $47.1m | Added +2.4k |
| BlackRock Inc. 0.00% of their portfolio | 178.3k $43.3m | Added +513 |
| CONTINENTAL GENERAL INSURANCE CO 19.50% of their portfolio | 170.4k $41.3m | Added +15.6k |
| BRANDES INVESTMENT PARTNERS, LP 0.55% of their portfolio | 107.0k $26.0m | Added +3.3k |
| Allspring Global Investments Holdings, LLC 0.03% of their portfolio | 81.7k $19.8m | Reduced -2.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 77.0k $25.1k | New |
| COOKE & BIELER LP 0.15% of their portfolio | 62.4k $15.1m | Reduced -3.4k |
| RK Asset Management, LLC 13.71% of their portfolio | 57.1k $13.8m | Reduced -1.3k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 54.8k $13.3m | Reduced -334 |
| STATE STREET CORP 0.00% of their portfolio | 49.7k $12.1m | Reduced -511 |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 46.5k $11.3m | Added +1.2k |
| Tweedy, Browne Co LLC 0.59% of their portfolio | 44.3k $10.8m | Reduced -100 |
| M3F, Inc. 3.15% of their portfolio | 39.5k $9.6m | Reduced -200 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 28.3k $6.9m | Added +900 |
| NORTHERN TRUST CORP 0.00% of their portfolio | 24.4k $5.9m | Added +195 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 23.0k $5.6m | Reduced -382 |
| Arbiter Partners Capital Management LLC 6.17% of their portfolio | 20.0k $4.9m | Unchanged |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.11% of their portfolio | 17.8k $4.3m | Added +919 |
| Bank of New York Mellon Corp 0.00% of their portfolio | 16.0k $3.9m | Reduced -1.1k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 13.4k $3.2m | Added +4.7k |
| FCA CORP /TX 0.97% of their portfolio | 10.7k $2.6m | Added +257 |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 10.1k $2.5m | Reduced -2.3k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 9.6k $2.3m | Reduced -160 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 8.9k $2.2m | Added +227 |
| MORGAN STANLEY 0.00% of their portfolio | 8.9k $2.2m | Added +2.2k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 6.5k $1.6m | Reduced -670 |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 6.4k $1.6m | Added +488 |
| Linden Thomas Advisory Services, LLC 0.36% of their portfolio | 6.0k $1.5m | Added +405 |
| WESTPORT ASSET MANAGEMENT INC 0.81% of their portfolio | 5.5k $1.3m | Unchanged |
| Invesco Ltd. 0.00% of their portfolio | 5.3k $1.3m | Reduced -942 |
| Swiss National Bank 0.00% of their portfolio | 5.2k $1.3m | Reduced -600 |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 4.0k $970.0k | Added +156 |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 3.5k $853.0k | Added +1.1k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 3.4k $832.0k | Reduced -370 |
| Westhampton Capital, LLC 0.52% of their portfolio | 3.3k $804.3k | Unchanged |
| JUPITER ASSET MANAGEMENT LTD 0.01% of their portfolio | 3.1k $734.1k | Unchanged |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 3.0k $717.4k | Reduced -47 |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 2.8k $677.4k | Added +366 |
| CALDWELL SUTTER CAPITAL, INC. 0.42% of their portfolio | 2.4k $582.3k | Unchanged |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 2.4k $582.3k | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 2.3k $566.0k | Added +673 |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 2.1k $510.0k | Unchanged |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 2.0k $485.2k | Reduced -100 |
| GARRISON POINT ADVISORS, LLC 0.36% of their portfolio | 2.0k $485.2k | Unchanged |
| New York Life Investment Management LLC 0.01% of their portfolio | 2.0k $477.5k | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 2.0k $478.0k | Added +28 |
| Ziegler Capital Management, LLC 0.02% of their portfolio | 1.9k $468.5k | Added +18 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 1.9k $458.3k | Reduced -1.9k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 1.9k $452.5k | Added +983 |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.7k $419.2k | Reduced -1.2k |
| MARTINGALE ASSET MANAGEMENT L P 0.01% of their portfolio | 1.7k $408.8k | Unchanged |
| MACKENZIE FINANCIAL CORP 0.00% of their portfolio | 1.6k $400.1k | Reduced -1.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 1.6k $397.2k | Unchanged |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 1.6k $383.3k | Added +550 |
| RBF Capital, LLC 0.03% of their portfolio | 1.5k $363.9k | Unchanged |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.5k $361.5k | Reduced -84 |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 1.4k $337.7k | Added +446 |
| Zebra Capital Management LLC 1.60% of their portfolio | 1.3k $320.0k | Reduced -655 |
| DENALI ADVISORS LLC 0.13% of their portfolio | 1.3k $315.4k | Reduced -2.7k |
| SHUFRO ROSE & CO LLC 0.03% of their portfolio | 1.2k $283.9k | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 1.2k $281.4k | Added +240 |
| BARCLAYS PLC 0.00% of their portfolio | 1.2k $279.5k | Added +541 |
| MetLife Investment Management, LLC 0.00% of their portfolio | 1.1k $276.1k | Unchanged |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 1.1k $265.7k | Added +21 |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.00% of their portfolio | 1.1k $263.0k | Added +57 |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 1.1k $258.0k | Unchanged |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 1.1k $256.1k | New |
| SG Americas Securities, LLC 0.00% of their portfolio | 1.0k $248.0k | Added +194 |
| Beacon Pointe Advisors, LLC 0.00% of their portfolio | 1.0k $244.3k | Unchanged |
| &PARTNERS 0.12% of their portfolio | 1.0k $242.6k | Unchanged |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 989 $240.0k | Added +14 |
| UBS Group AG 0.00% of their portfolio | 946 $229.5k | Reduced -249 |
| KARPAS STRATEGIES, LLC 0.08% of their portfolio | 926 $224.7k | Unchanged |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 908 $220.3k | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 907 $220.1k | Added +64 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 835 $202.6k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 773 $187.7k | Added +399 |
| State of Wyoming 0.06% of their portfolio | 712 $172.7k | Reduced -60 |
| LSV ASSET MANAGEMENT 0.00% of their portfolio | 700 $170.0k | Reduced -100 |
| CITIGROUP INC 0.00% of their portfolio | 247 $59.9k | Added +99 |
| AMALGAMATED BANK 0.00% of their portfolio | 247 $60.0k | Reduced -72 |
| ELKHORN PARTNERS LIMITED PARTNERSHIP 0.03% of their portfolio | 200 $49.0k | Added +100 |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 193 $46.8k | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 179 $43.0k | Added +138 |
| Ancora Advisors LLC 0.00% of their portfolio | 170 $41.2k | Unchanged |
| Gladius Capital Management LP 0.01% of their portfolio | 133 $32.3k | Reduced -47 |
| Metropolitan Life Insurance Co/NY 0.00% of their portfolio | 129 $31.3k | Reduced -30 |
| US BANCORP \DE\ 0.00% of their portfolio | 114 $27.7k | Added +30 |
| CWM, LLC 0.00% of their portfolio | 98 $24.0k | Unchanged |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 77 $19.0k | Reduced -81 |
| HALL LAURIE J TRUSTEE 0.01% of their portfolio | 73 $18.0k | Unchanged |
| SIGNATUREFD, LLC 0.00% of their portfolio | 68 $16.5k | Added +58 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC 0.00% of their portfolio | 53 $12.9k | Reduced -2 |
| WR Wealth Planners, LLC 0.00% of their portfolio | 46 $11.2k | New |
| Lindbrook Capital, LLC 0.00% of their portfolio | 41 $9.9k | Reduced -1 |
| PIN OAK INVESTMENT ADVISORS INC 0.01% of their portfolio | 37 $9.0k | Unchanged |
| TCI Wealth Advisors, Inc. 0.00% of their portfolio | 24 $5.8k | Unchanged |