National Western Life Group, Inc.
National Western Life Group, Inc. (NWLI) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · NWLI · as of Sep 30, 2024
Ownership Breakdown
1
Institutional Holders
▼ 152 vs Q2
$1.25M
Total Inst. Value
▼ $1.53B vs Q2
3.64M
Shares Outstanding
freeFloat 61.70%
2,500
13F Shares Held
▼ 3.07M vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
NWLI largest shareholders · institutional ownership
Q3 2024 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
MOODY NATIONAL BANK TRUST DIVISION life insurance | 2.5K | 7.07% | 7.07% | $1.25B | Oct 3, 2024 | ▼ 1.07M |
HUNTINGTON NATIONAL BANK life insurance | 0 | 0.00% | 0.00% | $0 | Nov 6, 2024 | EXIT |
STATE STREET CORP life insurance | 0 | 0.00% | 0.00% | $0 | Nov 14, 2024 | EXIT |
WELLS FARGO & COMPANY/MN life insurance | 0 | 0.00% | 0.00% | $0 | Nov 13, 2024 | EXIT |
NORTHERN TRUST CORP life insurance | 0 | 0.00% | 0.00% | $0 | Nov 13, 2024 | EXIT |
PRICE T ROWE ASSOCIATES INC /MD/ life insurance | 0 | 0.00% | 0.00% | $0 | Nov 14, 2024 | EXIT |
BANK OF AMERICA CORP /DE/ life insurance | 0 | 0.00% | 0.00% | $0 | Nov 14, 2024 | EXIT |
VANGUARD GROUP INC life insurance | 0 | 0.00% | 0.00% | $0 | Nov 13, 2024 | EXIT |
WILEY BROS.-AINTREE CAPITAL, LLC life insurance | 0 | 0.00% | 0.00% | $0 | Nov 14, 2024 | EXIT |
US BANCORP \DE\ life insurance | 0 | 0.00% | 0.00% | $0 | Oct 28, 2024 | EXIT |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2024 vs prior quarter
Q3 2024
0
Increased
+0 shares0
New Positions
first time holders1
Decreased
−1.07M shares49
Sold Out
fully exitedNet shares change (top 50)
1.07M
+0 / −1.07M
Net new holders
-50
0 new / 49 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
NWLI insider trading · insider activity
Source: SEC Form 4
50
Buy transactions
60
Sell transactions
0.83
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Hathaway Joseph J NWLIC - SVP - CA | Jul 9, 2024 | D-Return | 1,164 | $500.00 | $582.0K | 0 | Form 4 ↗ |
Lounsbury Allison L NWLIC - VP Controller | Jul 9, 2024 | D-Return | 420 | $500.00 | $210.0K | 0 | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
National Western Life Group, Inc. (NWLI) is primarily owned by institutional investors, who hold approximately 0.1% of total shares outstanding. Company insiders own approximately 38.30%, while retail and public investors account for the remaining 61.63%.
The largest institutional shareholder of National Western Life Group, Inc. is MOODY NATIONAL BANK TRUST DIVISION, holding approximately 2,500 shares — equal to 7.07% of outstanding shares — as of September 30, 2024.
A total of 1 institutional investors currently hold NWLI stock, with a combined institutional value of approximately $1,249,950 as of the most recent 13F filing period.
Frequently asked questions
NWLI ownershipNational Western Life Group, Inc. (NWLI) is primarily owned by institutional investors, who hold approximately 0.1% of shares. The largest shareholder is MOODY NATIONAL BANK TRUST DIVISION with a 7.07% stake. Company insiders hold 38.30%. Data sourced from SEC Form 13F as of September 30, 2024.