National Western Life Group, Inc. NWLI

Institutional shares held 216,167

0 calls

0 puts

Total value of holdings $108M

$0 calls

$0 puts

Market Cap $1.72B

3,436,020 Shares Out.

Institutional ownership 6.29%

# of Institutions 6

We take great care to ensure that the data presented and summarized in this overview for National Western Life Group, Inc. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.

Quarterly Institutional Activity in NWLI

Shares Bought

Shares Sold

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Top Institutions Holding NWLI

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Latest Institutional Activity in NWLI

Top Purchases

Q2 2024

Tudor Investment Corp Et Al Shares Held: 110K ($54.9M)

104K Shares purchased

1849.84% Added

Q2 2024

Glazer Capital, LLC Shares Held: 158K ($78.9M)

37.7K Shares purchased

31.44% Added

Q2 2024

Gabelli Funds LLC Shares Held: 35.2K ($17.6M)

24.3K Shares purchased

221.55% Added

Q2 2024

Vazirani Asset Management LLC Shares Held: 21.5K ($10.7M)

21.5K Shares purchased

New Holding

Q2 2024

Gabelli & CO Investment Advisers, Inc. Shares Held: 20.2K ($10.1M)

20.2K Shares purchased

New Holding

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Top Sells

Q3 2024

Moody National Bank Trust Division Shares Held: 2.5K ($1.25M)

1.07M Shares sold

99.77% Reduced

Q2 2024

First Trust Capital Management L.P. Shares Held: 64 ($32K)

39.5K Shares sold

99.84% Reduced

Q2 2024

Dimensional Fund Advisors LP Shares Held: 194K ($96.8M)

24.6K Shares sold

11.28% Reduced

Q2 2024

Woodline Partners LP Shares Held: 22.5K ($11.3M)

24.3K Shares sold

51.9% Reduced

Q2 2024

Millennium Management LLC Shares Held: 18.1K ($9.05M)

17K Shares sold

48.38% Reduced

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About NWLI

National Western Life Group, Inc., through its subsidiary, National Western Life Insurance Company, operates as a stock life insurance company. It operates through Domestic Life Insurance, International Life Insurance, Annuities, and ONL and Affiliates segments. The company provides life products, including universal life insurance, interest-sensitive whole life, and traditional products, such as term insurance coverage; and annuity products comprising flexible premium and single premium deferred annuities, equity-index annuities, and single premium immediate annuities. The company also engages in the real estate and other investment activities. It markets and distributes its insurance products primarily through independent national marketing organizations. The company was founded in 1956 and is based in Austin, Texas.

Insider Transactions at NWLI

Insider Transaction List

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Date	Insider	Transaction	Ownership Type	Shares Traded	Value / Price
Date	Insider	Transaction	Ownership Type	Shares Traded	Value / Price
Jul 09 2024	Natalie U Anderson	SELL Exercise of conversion of derivative security	Direct	221 -100.0%	$110,500 $500.0 P/Share
Jul 09 2024	Natalie U Anderson	BUY Exercise of conversion of derivative security	Direct	3,624 +50.0%	$395,016 $109.76 P/Share
Jul 09 2024	Natalie U Anderson	SELL Sale (or disposition) back to the issuer	Direct	3,403 -100.0%	$1,701,500 $500.0 P/Share
Jul 09 2024	Allison L Lounsbury	SELL Exercise of conversion of derivative security	Direct	150 -100.0%	$75,000 $500.0 P/Share
Jul 09 2024	Allison L Lounsbury	BUY Exercise of conversion of derivative security	Direct	734 +50.0%	$80,006 $109.76 P/Share
Jul 09 2024	Allison L Lounsbury	SELL Sale (or disposition) back to the issuer	Direct	584 -100.0%	$292,000 $500.0 P/Share
Jul 09 2024	Joseph J Hathaway NWLIC - SVP - CA	SELL Exercise of conversion of derivative security	Direct	290 -100.0%	$145,000 $500.0 P/Share
Jul 09 2024	Joseph J Hathaway NWLIC - SVP - CA	BUY Exercise of conversion of derivative security	Direct	1,634 +50.0%	$178,106 $109.76 P/Share
Jul 09 2024	Joseph J Hathaway NWLIC - SVP - CA	SELL Sale (or disposition) back to the issuer	Direct	1,344 -100.0%	$672,000 $500.0 P/Share
Jul 09 2024	Gregory J Owen	SELL Exercise of conversion of derivative security	Direct	270 -100.0%	$135,000 $500.0 P/Share
Jul 09 2024	Gregory J Owen	BUY Exercise of conversion of derivative security	Direct	4,248 +50.0%	$535,248 $126.23 P/Share
Jul 09 2024	Gregory J Owen	SELL Sale (or disposition) back to the issuer	Direct	3,978 -100.0%	$1,989,000 $500.0 P/Share
Jul 09 2024	Gina Byrne Miller	SELL Exercise of conversion of derivative security	Direct	231 -100.0%	$115,500 $500.0 P/Share
Jul 09 2024	Gina Byrne Miller	BUY Exercise of conversion of derivative security	Direct	2,279 +50.0%	$248,411 $109.76 P/Share
Jul 09 2024	Gina Byrne Miller	SELL Sale (or disposition) back to the issuer	Direct	2,048 -100.0%	$1,024,000 $500.0 P/Share
Jul 09 2024	Charles D Milos NWLIC Sr VP - Loans & Real Est	SELL Sale (or disposition) back to the issuer	Direct	2,279 -5.21%	$1,139,500 $500.0 P/Share
Jul 09 2024	Charles D Milos NWLIC Sr VP - Loans & Real Est	BUY Exercise of conversion of derivative security	Direct	2,279 +4.91%	$610,772 $268.46 P/Share
Jul 09 2024	Brian Mark Pribyl Sr VP - CFO	SELL Exercise of conversion of derivative security	Direct	452 -100.0%	$226,000 $500.0 P/Share
Jul 09 2024	Brian Mark Pribyl Sr VP - CFO	BUY Exercise of conversion of derivative security	Direct	4,386 +50.0%	$478,074 $109.76 P/Share
Jul 09 2024	Brian Mark Pribyl Sr VP - CFO	SELL Sale (or disposition) back to the issuer	Direct	3,934 -100.0%	$1,967,000 $500.0 P/Share

View All Transactions

Last 12 Months Summary

Buy / Acquisition

204K Shares

From 18 Insiders

Exercise of conversion of derivative security	204K shares

Sell / Disposition

204K Shares

From 28 Insiders

Exercise of conversion of derivative security	12.1K shares
Sale (or disposition) back to the issuer	192K shares

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Operation

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Value

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Type

P - Open market or private purchase×

S - Open market or private sale×

V - Transaction voluntarily reported earlier than required×

A - Grant, award, or other acquisition×

D - Sale (or disposition) back to the issuer×

F - Payment of exercise price or tax liability×

I - Discretionary transaction×

M - Exercise of conversion of derivative security×

C - Conversion of derivative security×

E - Expiration of short derivative position×

H - Expiration (or cancellation) of long derivative position with value received×

O - Exercise of out-of-the-money derivative securities×

X - Exercise of in-the-money or at-the-money derivatives securities×

G - Bona fide gift×

L - Small Acquisition×

W - Acquisition or disposition by will or laws×

Z - Deposit into or withdrawal from voting trust×

J - Other acquisition or disposition×

K - Transaction in equity swap or similar instrument×

U - Disposition due to a tender of shares in a change of control transaction×

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National Western Life Group, Inc. NWLI

Quarterly Institutional Activity in NWLI

Top Institutions Holding NWLI

Latest Institutional Activity in NWLI

Top Purchases

Top Sells

About NWLI

Insider Transactions at NWLI

Insider Transaction List

Last 12 Months Summary

Track Institutional and Insider Activities on NWLI

Institutional Portfolio Updates

Insider Trading

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