Citadel Advisors
NWLI

Citadel Advisors’s National Western Life Group, Inc. Class A NWLI Stock Holding History

Citadel Advisors’s Portfolio NWLI Stock Details NWLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-721
Closed -$355K – 15738
2024
Q1 		$355K Buy
721
+152
+27% +$73.7K ﹤0.01% 9122
2023
Q4 		$275K Sell
569
-4,760
-89% -$2.26M ﹤0.01% 9330
2023
Q3 		$2.33M Buy
+5,329
New +$2.34M ﹤0.01% 4936
2022
Q4 		– Sell
-4,820
Closed -$823K – 15612
2022
Q3 		$823K Sell
4,820
-491
-9% -$95.6K ﹤0.01% 7413
2022
Q2 		$1.08M Buy
5,311
+471
+10% +$96.4K ﹤0.01% 6850
2022
Q1 		$1.02M Sell
4,840
-1,485
-23% -$317K ﹤0.01% 7652
2021
Q4 		$1.36M Sell
6,325
-7,980
-56% -$1.74M ﹤0.01% 7132
2021
Q3 		$3.01M Buy
14,305
+8,464
+145% +$1.84M ﹤0.01% 5348
2021
Q2 		$1.31M Buy
5,841
+203
+4% +$48.4K ﹤0.01% 7649
2021
Q1 		$1.4M Sell
5,638
-3,732
-40% -$801K ﹤0.01% 7271
2020
Q4 		$1.93M Buy
9,370
+4,565
+95% +$886K ﹤0.01% 5418
2020
Q3 		$878K Sell
4,805
-878
-15% -$180K ﹤0.01% 6265
2020
Q2 		$1.15M Sell
5,683
-2,842
-33% -$542K ﹤0.01% 5567
2020
Q1 		$1.47M Buy
8,525
+4,160
+95% +$1.02M ﹤0.01% 4665
2019
Q4 		$1.27M Sell
4,365
-292
-6% -$78.2K ﹤0.01% 5168
2019
Q3 		$1.25M Sell
4,657
-2,335
-33% -$615K ﹤0.01% 5212
2019
Q2 		$1.8M Buy
6,992
+3,145
+82% +$837K ﹤0.01% 4702
2019
Q1 		$1.01M Buy
3,847
+904
+31% +$265K ﹤0.01% 5567
2018
Q4 		$885K Buy
2,943
+1,022
+53% +$299K ﹤0.01% 5484
2018
Q3 		$613K Sell
1,921
-567
-23% -$182K ﹤0.01% 6366
2018
Q2 		$764K Buy
2,488
+1,677
+207% +$523K ﹤0.01% 5671
2018
Q1 		$247K Buy
+811
New +$258K ﹤0.01% 7028
2017
Q3 		– Sell
-1,102
Closed -$352K – 8173
2017
Q2 		$352K Buy
+1,102
New +$344K ﹤0.01% 5643
2017
Q1 		– Sell
-671
Closed -$209K – 8167
2016
Q4 		$209K Buy
+671
New +$169K ﹤0.01% 6251
2016
Q1 		– Sell
-1,506
Closed -$380K – 8206
2015
Q4 		$380K Buy
+1,506
New +$383K ﹤0.01% 4859

Other funds holding NWLI

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors's NWLI Position: Q2 2024 in Review

Citadel Advisors sold out of National Western Life Group, Inc. Class A (NWLI) in Q2 2024, closing a stake of 721 shares — an estimated $355K sold.

Citadel Advisors first reported a position in NWLI in Q4 2015 and held it in 25 quarters. The position peaked at $3.01M in Q3 2021. 153 funds tracked by Wall St. Rank hold NWLI as of Q2 2024.

  • Citadel Advisors reported no remaining National Western Life Group, Inc. Class A position as of Q2 2024 after selling out during the quarter.
  • Citadel Advisors sold 721 National Western Life Group, Inc. Class A shares in Q2 2024, an estimated $355K.
  • Citadel Advisors first reported a position in National Western Life Group, Inc. Class A in Q4 2015 and held it in 25 quarters.
  • Citadel Advisors's National Western Life Group, Inc. Class A position peaked at $3.01M in Q3 2021.
  • 153 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q2 2024.

Based on Citadel Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.