national western life insurance company is chartered by the state of colorado and a wholly owned subsidiary of national western life group, inc. national western’s domestic operations extend to forty-nine states, the district of columbia and four u.s. territories. the company is also licensed in haiti and accepts applications at its home office in austin, texas from – and issues policies to – non-u.s. residents. national western operations extend globally to domestic and foreign markets. our mission is to provide high quality insurance products on a global basis to meet the financial security needs of well-defined market segments. we provide professional and friendly service to our policyholders and agents and are responsive to the needs of our employees, shareholders and the community. opinions and comments posted on this site are not necessarily the opinions, views or positions of national western life, its management or employees. official company information can be obtained by goin
Company profile
Ticker
NWLI
Exchange
Website
CEO
Ross Moody
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
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
Latest filings (excl ownership)
8-K
National Western Life Group, Inc. Announces 2023 Full Year and Fourth Quarter Earnings
29 Feb 24
8-K
Submission of Matters to a Vote of Security Holders
9 Jan 24
8-K
Departure of Directors or Certain Officers
8 Jan 24
8-K
Departure of Directors or Certain Officers
14 Dec 23
DEFM14A
Proxy related to merger
30 Nov 23
PREM14A
Preliminary proxy related to merger
9 Nov 23
10-Q
2023 Q3
Quarterly report
9 Nov 23
8-K
National Western Life Group, Inc. Announces 2023 Third Quarter Earnings
8 Nov 23
8-K
Other Events
26 Oct 23
8-K
National Western and Prosperity Life Group Announce $1.9 Billion Cash Merger
10 Oct 23
Latest ownership filings
4
Natalie U Anderson
1 Apr 24
SC 13G/A
CONTINENTAL GENERAL INSURANCE CO
14 Feb 24
SC 13G/A
VANGUARD GROUP INC
13 Feb 24
SC 13G/A
DIMENSIONAL FUND ADVISORS LP
9 Feb 24
SC 13G/A
BlackRock Inc.
29 Jan 24
4
Brian Mark Pribyl
18 Dec 23
4
Brian Mark Pribyl
15 Dec 23
4
Gina Byrne Miller
15 Dec 23
4
Rey Perez JR
15 Dec 23
4
Joseph J Hathaway
15 Dec 23
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Change in cash | |||||
Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
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Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
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Net income | |||||
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Change in cash | |||||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 320.74 mm | 320.74 mm | 320.74 mm | 320.74 mm | 320.74 mm | 320.74 mm |
Cash burn (monthly) | (no burn) | 866.58 k | (no burn) | 1.00 mm | (no burn) | (no burn) |
Cash used (since last report) | n/a | 5.90 mm | n/a | 6.85 mm | n/a | n/a |
Cash remaining | n/a | 314.84 mm | n/a | 313.89 mm | n/a | n/a |
Runway (months of cash) | n/a | 363.3 | n/a | 312.4 | n/a | n/a |
Institutional ownership, Q3 2023
13F holders | Current |
---|---|
Total holders | 120 |
Opened positions | 14 |
Closed positions | 12 |
Increased positions | 30 |
Reduced positions | 46 |
13F shares | Current |
---|---|
Total value | 1.16 tn |
Total shares | 4.00 mm |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
Moody National Bank Trust Division | 1.17 mm | $511.06 bn |
Moody-Dahlberg Frances A | 289.47 k | $51.08 mm |
Moody Ross R | 289.47 k | $51.08 mm |
Moody RLM JR. Interest | 289.47 k | $83.06 mm |
Percy Rockdale | 244.02 k | $0.00 |
Dimensional Fund Advisors | 236.05 k | $103.27 bn |
Vanguard | 190.08 k | $83.16 bn |
Continental General Insurance | 182.44 k | $0.00 |
BLK Blackrock | 174.15 k | $76.19 bn |
FMR | 124.36 k | $54.41 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
14 Mar 24 | Natalie U Anderson | Class A Common Stock | Sale back to company | Dispose D | No | No | 486 | 586 | 284.80 k | 0 |
14 Mar 24 | Natalie U Anderson | Class A Common Stock | Option exercise | Acquire M | No | No | 192.1 | 586 | 112.57 k | 586 |
14 Mar 24 | Natalie U Anderson | Class A Common Stock | Sale back to company | Dispose D | No | No | 486 | 404 | 196.34 k | 0 |
14 Mar 24 | Natalie U Anderson | Class A Common Stock | Option exercise | Acquire M | No | No | 252.91 | 404 | 102.18 k | 404 |
14 Mar 24 | Natalie U Anderson | Class A Common Stock | Sale back to company | Dispose D | No | No | 486 | 260 | 126.36 k | 0 |
14 Mar 24 | Natalie U Anderson | Class A Common Stock | Option exercise | Acquire M | No | No | 303.77 | 260 | 78.98 k | 260 |
14 Mar 24 | Natalie U Anderson | Class A Common Stock | Sale back to company | Dispose D | No | No | 486 | 156 | 75.82 k | 0 |
14 Mar 24 | Natalie U Anderson | Class A Common Stock | Option exercise | Acquire M | No | No | 334.34 | 156 | 52.16 k | 156 |
14 Mar 24 | Natalie U Anderson | Class A Common Stock | Sale back to company | Dispose D | No | No | 486 | 168 | 81.65 k | 0 |
14 Mar 24 | Natalie U Anderson | Class A Common Stock | Option exercise | Acquire M | No | No | 311.16 | 168 | 52.27 k | 168 |