National Western Life Group Inc - Ordinary Shares (NWLI)

National Western Life Insurance Company • The Westcap Corporation • NWL Financial, Inc. • NWL Services, Inc. • NWLSM, Inc. • Regent Care San Marcos Holdings, LLC • Braker P III, LLC ...

NWLI stock data

1M 3M 6M 1Y

Latest filings (excl ownership)

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15-12G

Securities registration termination

19 Jul 24

S-8 POS

Registration of securities for employees (post-effective amendment)

12 Jul 24

S-8 POS

Registration of securities for employees (post-effective amendment)

12 Jul 24

8-K

National Western and Prosperity Life Group Announce Closing of $1.9 Billion Cash Merger

National Western and Prosperity Life Group Announce Expected Closing Date for $1.9 Billion Cash Merger

9 May 24

National Western Life Group, Inc. Announces 2024 First Quarter Earnings

9 May 24

10-K/A

2023 FY

Annual report (amended)

29 Apr 24

8-K

National Western Life Group, Inc. Announces 2023 Full Year and Fourth Quarter Earnings

29 Feb 24

Latest ownership filings

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SC 13G/A

DIMENSIONAL FUND ADVISORS LP

Financial summary

Financial statements Chart NWLI financial data

Quarter (USD)	Mar 24	Sep 23	Jun 23	Mar 23
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 22	Dec 21	Dec 20	Dec 19
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Institutional ownership, Q2 2024

NWLI institutional ownership history Ownership history

13F holders	Current	Prev Q	Change
Total holders	155	154	+0.6%
Opened positions	28	139	-79.9%
Closed positions	27	2	+1250.0%
Increased positions	40	0	NEW
Reduced positions	40	6	+566.7%

13F shares	Current	Prev Q	Change
Total value	1.40 tn	1.36 tn	+3.3%
Total shares	4.18 mm	4.10 mm	+1.8%
Total puts	0.00	0.00
Total calls	0.00	0.00
Total put/call ratio	–	–	–

Largest owners	Shares	Value	Change
Moody National Bank Trust Division	1.07 mm	$532.89 bn	-1.6%
Moody-Dahlberg Frances A	289.47 k	$51.08 mm	0.0%
Moody Ross R	289.47 k	$51.08 mm	0.0%
Moody RLM JR. Interest	289.47 k	$83.06 mm	0.0%
Percy Rockdale	244.02 k	$0.00	0.0%
Vanguard	207.37 k	$103.05 bn	-0.9%
BLK BlackRock	197.66 k	$98.22 bn	+5.5%
Dimensional Fund Advisors	193.65 k	$96.23 bn	-11.3%
Glazer Capital	157.83 k	$78.43 mm	+31.4%
Tudor Investment Corp Et Al	109.78 k	$54.55 bn	+1849.8%

Largest transactions	Shares	Bought/sold	Change
Tudor Investment Corp Et Al	109.78 k	+104.15 k	+1849.8%
Vivaldi Asset Management	64.00	-39.50 k	-99.8%
Glazer Capital	157.83 k	+37.75 k	+31.4%
M3F	0.00	-31.82 k	EXIT
Balyasny Asset Management	0.00	-31.50 k	EXIT
JPM JPMorgan Chase & Co.	5.09 k	-28.68 k	-84.9%
Dimensional Fund Advisors	193.65 k	-24.62 k	-11.3%
Woodline Partners	22.51 k	-24.29 k	-51.9%
Gabelli Funds	35.23 k	+24.27 k	+221.5%
Tokio Marine Asset Management	0.00	-22.96 k	EXIT

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

NWLI insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
9 Jul 24	Allison L Lounsbury	Class A Common Stock	Option exercise	Dispose M	No	No	500	76	38.00 k	0
9 Jul 24	Allison L Lounsbury	Class A Common Stock	Option exercise	Acquire M	No	No	0	76	0.00	76
9 Jul 24	Allison L Lounsbury	Class A Common Stock	Option exercise	Dispose M	No	No	500	74	37.00 k	0
9 Jul 24	Allison L Lounsbury	Class A Common Stock	Option exercise	Acquire M	No	No	0	74	0.00	74
9 Jul 24	Allison L Lounsbury	Class A Common Stock	Sale back to company	Dispose D	No	No	500	420	210.00 k	0
9 Jul 24	Allison L Lounsbury	Class A Common Stock	Option exercise	Acquire M	No	No	220.61	420	92.66 k	420
9 Jul 24	Allison L Lounsbury	Class A Common Stock	Sale back to company	Dispose D	No	No	500	164	82.00 k	0
9 Jul 24	Allison L Lounsbury	Class A Common Stock	Option exercise	Acquire M	No	No	218.44	164	35.82 k	164
9 Jul 24	Allison L Lounsbury	RSU Class A Common Stock	Option exercise	Dispose M	No	No	0	76	0.00	0
9 Jul 24	Allison L Lounsbury	RSU Class A Common Stock	Option exercise	Dispose M	No	No	0	74	0.00	0

Data from 3, 4 and 5 filings. Values as filed, not updated for current price.