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NATIONAL WESTN LIFE INS CO
NATIONAL WESTN LIFE INS CO. Institutional holdings reported to the SEC.

Institutional Holders (2014Q2)
Portfolio Summary: 96 Institutional holders with a total value of $377,863,944.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 DIMENSIONAL FUND ADVISORS LP 167,475 41,770,000 11.05%
2 FMR LLC 157,720 39,337,000 10.41%
3 FRANKLIN RESOURCES INC 138,500 34,543,000 9.14%
4 VANGUARD GROUP INC 124,568 31,069,000 8.22%
5 Tweedy, Browne Co LLC 97,747 24,379,000 6.45%
6 WESTPORT ASSET MANAGEMENT INC 65,166 16,253,000 4.30%
7 BlackRock Institutional Trust Company, N.A. 64,489 16,084,000 4.26%
8 SCHRODER INVESTMENT MANAGEMENT GROUP 63,155 15,751,489 4.17%
9 Arbiter Partners Capital Management LLC 58,576 14,609,000 3.87%
10 AMERIPRISE FINANCIAL INC 56,649 14,130,000 3.74%
11 SHUFRO ROSE & CO LLC 56,112 13,994,000 3.70%
12 BlackRock Fund Advisors 51,396 12,819,000 3.39%
13 RK Asset Management, LLC 46,160 11,513,000 3.05%
14 FIRST WILSHIRE SECURITIES MANAGEMENT INC 43,994 10,973,000 2.90%
15 STATE STREET CORP 37,808 9,432,000 2.50%
16 NORTHERN TRUST CORP 26,839 6,694,000 1.77%
17 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 17,882 4,460,000 1.18%
18 GEODE CAPITAL MANAGEMENT, LLC 12,438 3,102,000 0.82%
19 ROYCE & ASSOCIATES LP 11,833 2,951,000 0.78%
20 Boston Partners 10,949 2,731,000 0.72%
21 MENTA CAPITAL LLC 10,790 2,691,000 0.71%
22 Bank of New York Mellon Corp 10,481 2,614,000 0.69%
23 TIAA CREF INVESTMENT MANAGEMENT LLC 9,839 2,454,000 0.65%
24 WHITEBOX ADVISORS LLC 9,165 2,286,000 0.60%
25 PRUDENTIAL FINANCIAL INC 8,724 2,176,000 0.58%
26 Zebra Capital Management LLC 8,454 2,109,000 0.56%
27 PARAMETRIC PORTFOLIO ASSOCIATES LLC 7,708 1,922,000 0.51%
28 BRIDGEWAY CAPITAL MANAGEMENT, LLC 7,475 1,864,000 0.49%
29 BlackRock Investment Management, LLC 6,988 1,743,000 0.46%
30 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 6,549 1,633,000 0.43%
31 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 5,826 1,454,000 0.38%
32 Aperio Group, LLC 5,189 1,294,000 0.34%
33 AXA S.A. 5,000 1,247,000 0.33%
34 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 4,105 1,024,000 0.27%
35 Invesco Ltd. 3,955 986,000 0.26%
36 AMP Capital Investors Ltd 3,682 927,000 0.25%
37 MARTINGALE ASSET MANAGEMENT L P 3,526 880,000 0.23%
38 ROYAL BANK OF CANADA 3,500 873,000 0.23%
39 MORGAN STANLEY 3,472 866,000 0.23%
40 RHUMBLINE ADVISERS 3,455 862,000 0.23%
41 Brandywine Global Investment Management, LLC 3,441 859,000 0.23%
42 Aviance Capital Partners, LLC 3,436 857,000 0.23%
43 ACADIAN ASSET MANAGEMENT LLC 3,400 850,000 0.22%
44 Neuberger Berman Group LLC 3,398 847,000 0.22%
45 TEACHERS ADVISORS, LLC 3,076 767,000 0.20%
46 ALLIANCEBERNSTEIN L.P. 3,030 756,000 0.20%
47 SPECTRUM ADVISORY SERVICES INC 3,025 754,000 0.20%
48 BRANDES INVESTMENT PARTNERS, LP 2,823 704,000 0.19%
49 PANAGORA ASSET MANAGEMENT INC 2,715 677,000 0.18%
50 WEDBUSH SECURITIES INC 2,373 592,000 0.16%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.