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

Institutional Holders (2016Q4)
Portfolio Summary: 103 Institutional holders with a total value of $855,999,038.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MOODY NATIONAL BANK TRUST DIVISION 1,157,396 359,719,000 42.02%
2 FMR LLC 238,599 74,157,000 8.66%
3 DIMENSIONAL FUND ADVISORS LP 182,754 56,800,000 6.64%
4 VANGUARD GROUP INC 173,229 53,839,000 6.29%
5 Tweedy, Browne Co LLC 87,657 27,244,000 3.18%
6 RK Asset Management, LLC 70,564 21,931,000 2.56%
7 BlackRock Fund Advisors 69,793 21,692,000 2.53%
8 COOKE & BIELER LP 65,735 20,430,000 2.39%
9 BlackRock Institutional Trust Company, N.A. 62,628 19,465,000 2.27%
10 SCHRODER INVESTMENT MANAGEMENT GROUP 57,209 17,780,000 2.08%
11 FRANKLIN RESOURCES INC 51,500 16,006,000 1.87%
12 SHUFRO ROSE & CO LLC 46,817 14,551,000 1.70%
13 AMERIPRISE FINANCIAL INC 43,495 13,518,000 1.58%
14 STATE STREET CORP 41,275 12,827,000 1.50%
15 NORTHERN TRUST CORP 30,155 9,373,000 1.09%
16 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 24,389 7,581,000 0.89%
17 BRIDGEWAY CAPITAL MANAGEMENT, LLC 21,764 6,764,000 0.79%
18 FIRST WILSHIRE SECURITIES MANAGEMENT INC 19,991 6,213,000 0.73%
19 GEODE CAPITAL MANAGEMENT, LLC 18,848 5,857,000 0.68%
20 Bank of New York Mellon Corp 15,724 4,886,000 0.57%
21 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 14,029 4,360,000 0.51%
22 PRUDENTIAL FINANCIAL INC 13,057 4,058,000 0.47%
23 BRANDES INVESTMENT PARTNERS, LP 12,377 3,847,000 0.45%
24 WESTPORT ASSET MANAGEMENT INC 11,554 3,591,000 0.42%
25 ROYCE & ASSOCIATES LP 10,700 3,326,000 0.39%
26 FCA CORP /TX 10,683 3,320,000 0.39%
27 Aviance Capital Partners, LLC 10,074 3,131,000 0.37%
28 Boston Partners 9,777 3,039,000 0.36%
29 BlackRock Investment Management, LLC 9,206 2,861,000 0.33%
30 RUSSELL INVESTMENTS GROUP, LTD. 8,707 2,685,000 0.31%
31 MORGAN STANLEY 8,450 2,627,000 0.31%
32 TIAA CREF INVESTMENT MANAGEMENT LLC 7,712 2,397,000 0.28%
33 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 7,600 2,362,000 0.28%
34 Invesco Ltd. 7,338 2,280,000 0.27%
35 LSV ASSET MANAGEMENT 6,775 2,105,000 0.25%
36 ACADIAN ASSET MANAGEMENT LLC 6,209 1,930,000 0.23%
37 Zebra Capital Management LLC 6,088 1,892,000 0.22%
38 LOS ANGELES CAPITAL MANAGEMENT LLC 5,198 1,616,000 0.19%
39 PARAMETRIC PORTFOLIO ASSOCIATES LLC 5,113 1,589,000 0.19%
40 MARTINGALE ASSET MANAGEMENT L P 5,103 1,587,000 0.19%
41 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 4,728 1,469,000 0.17%
42 AQR CAPITAL MANAGEMENT LLC 4,617 1,435,000 0.17%
43 JPMORGAN CHASE & CO 4,271 1,328,000 0.16%
44 Swiss National Bank 3,949 1,227,000 0.14%
45 MENTA CAPITAL LLC 3,932 1,222,000 0.14%
46 TEACHERS ADVISORS, LLC 3,748 1,165,000 0.14%
47 Aperio Group, LLC 3,650 1,135,000 0.13%
48 ROYAL BANK OF CANADA 3,594 1,117,000 0.13%
49 RHUMBLINE ADVISERS 3,592 1,116,000 0.13%
50 AMERICAN CENTURY COMPANIES INC 3,590 1,116,000 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.