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NATIONAL WESTN LIFE GROUP IN
NATIONAL WESTN LIFE GROUP IN. Institutional holdings reported to the SEC.

Institutional Holders (2016Q3)
Portfolio Summary: 95 Institutional holders with a total value of $564,275,216.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MOODY NATIONAL BANK TRUST DIVISION 1,157,396 237,694,000 42.12%
2 FMR LLC 232,141 47,675,000 8.45%
3 DIMENSIONAL FUND ADVISORS LP 177,202 36,392,000 6.45%
4 VANGUARD GROUP INC 164,744 33,834,000 6.00%
5 Tweedy, Browne Co LLC 88,445 18,164,000 3.22%
6 RK Asset Management, LLC 74,184 15,235,000 2.70%
7 COOKE & BIELER LP 68,237 14,014,000 2.48%
8 BlackRock Institutional Trust Company, N.A. 63,015 12,941,000 2.29%
9 BlackRock Fund Advisors 58,268 11,966,000 2.12%
10 SCHRODER INVESTMENT MANAGEMENT GROUP 56,114 11,524,000 2.04%
11 FRANKLIN RESOURCES INC 51,500 10,577,000 1.87%
12 SHUFRO ROSE & CO LLC 50,122 10,294,000 1.82%
13 AMERIPRISE FINANCIAL INC 44,380 9,115,000 1.62%
14 STATE STREET CORP 39,034 8,021,000 1.42%
15 Blue Clay Capital Management, LLC 33,472 6,874,000 1.22%
16 NORTHERN TRUST CORP 29,699 6,099,000 1.08%
17 BRIDGEWAY CAPITAL MANAGEMENT, LLC 21,764 4,470,000 0.79%
18 FIRST WILSHIRE SECURITIES MANAGEMENT INC 20,514 4,213,000 0.75%
19 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 18,673 3,835,000 0.68%
20 NUANCE INVESTMENTS, LLC 17,471 3,588,000 0.64%
21 GEODE CAPITAL MANAGEMENT, LLC 17,097 3,511,000 0.62%
22 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13,699 2,813,000 0.50%
23 Bank of New York Mellon Corp 12,228 2,511,000 0.44%
24 BRANDES INVESTMENT PARTNERS, LP 11,811 2,425,000 0.43%
25 EMERALD ACQUISITION LTD. 10,898 2,237,000 0.40%
26 FCA CORP /TX 10,533 2,163,000 0.38%
27 RENAISSANCE TECHNOLOGIES LLC 10,500 2,156,000 0.38%
28 PRUDENTIAL FINANCIAL INC 10,207 2,097,000 0.37%
29 Aviance Capital Partners, LLC 10,174 2,089,000 0.37%
30 Boston Partners 9,777 2,008,000 0.36%
31 BlackRock Investment Management, LLC 9,335 1,917,000 0.34%
32 FIRST TRUST ADVISORS LP 9,098 1,868,000 0.33%
33 Invesco Ltd. 7,937 1,630,000 0.29%
34 TIAA CREF INVESTMENT MANAGEMENT LLC 7,708 1,583,000 0.28%
35 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 6,249 1,283,000 0.23%
36 LSV ASSET MANAGEMENT 6,100 1,252,000 0.22%
37 Zebra Capital Management LLC 5,959 1,224,000 0.22%
38 ROYCE & ASSOCIATES LP 5,900 1,212,000 0.21%
39 PARAMETRIC PORTFOLIO ASSOCIATES LLC 5,317 1,092,000 0.19%
40 LOS ANGELES CAPITAL MANAGEMENT LLC 5,198 1,068,000 0.19%
41 AQR CAPITAL MANAGEMENT LLC 5,107 1,049,000 0.19%
42 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 4,728 971,000 0.17%
43 Aperio Group, LLC 4,438 911,000 0.16%
44 MARTINGALE ASSET MANAGEMENT L P 4,423 909,000 0.16%
45 CREDIT SUISSE AG/ 4,403 904,000 0.16%
46 MENTA CAPITAL LLC 3,952 812,000 0.14%
47 DEUTSCHE BANK AG\ 3,798 778,000 0.14%
48 RHUMBLINE ADVISERS 3,764 773,000 0.14%
49 TEACHERS ADVISORS, LLC 3,658 751,000 0.13%
50 Swiss National Bank 3,649 749,000 0.13%
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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.