Home › Companies › NATIONAL WESTERN LIFE GROUP INC. › 2023-2024

NATIONAL WESTERN LIFE GROUP INC. 2023-2024 Proxy Voting Records

Compiled from SEC Form N-PX filings and NATIONAL WESTERN LIFE GROUP INC.’s Form 8-K, filed 2024-01-09 (Item 5.07 on EDGAR). Page generated 02 October 2026.

7Reported items
185Asset managers
740Fund votes
2024-01-08Meeting date

Proxy season: 2023-2024

Explore NATIONAL WESTERN LIFE GROUP INC. in the interactive database Compare manager voting policies

Official 2023-2024 meeting results reported by NATIONAL WESTERN LIFE GROUP INC.

These tallies are NATIONAL WESTERN LIFE GROUP INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2024-01-09 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.

NATIONAL WESTERN LIFE GROUP INC. — official shareholder meeting results, meeting held 2024-01-08
Ballot item	For	Against	Abstain	Withheld	Outcome
Elect Director: Class A Common Stock	2,525,286	319,559	2,632	--	Majority: yes
Elect Director: Class B Common Stock	200,000	0	0	--	Majority: yes
Elect Director: Combined Classes of Common Stock	2,725,286	319,559	2,632	--	Majority: yes
Elect Director: Class A Common Stock	2,471,165	369,761	6,551	--	Majority: yes
Elect Director: Class B Common Stock	200,000	0	0	--	Majority: yes
Elect Director: Combined Classes of Common Stock	2,671,165	369,761	6,551	--	Majority: yes

Source: NATIONAL WESTERN LIFE GROUP INC., Form 8-K, filed with the SEC on 2024-01-09 — read the filing on EDGAR.

How asset managers voted at the NATIONAL WESTERN LIFE GROUP INC. 2023-2024 meeting

Each item below shows how the 185 asset managers that disclosed a NATIONAL WESTERN LIFE GROUP INC. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of NATIONAL WESTERN LIFE GROUP INC.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.

1. Approve, on an advisory (non- binding) basis, the compensation that may be paid or become payable to National Western Life Group, Inc.'s named executive officers that is based on or otherwise relates to the proposed merger.

SECTION 14A SAY-ON-PAY VOTES

Combines 8 wordings of this item as funds reported it.

99.9% fund support · no official result

FOR 99.9%

The 142 asset managers below cast 99.9% of the shares they voted on this item FOR (666,608,910 for, 87,332 against).

FOR: 666,608,910 (100.0%)AGAINST: 87,332 (0.0%)ABSTAIN: 1,840 (0.0%)UNKNOWN: 455 (0.0%)

Largest asset managers voting on “Approve, on an advisory (non- binding) basis, the compensation that may be paid or become payable to National ” at NATIONAL WESTERN LIFE GROUP INC., 2023-2024
Asset manager	For	Against	Vote
AQR Arbitrage LLC	530,000,000	0	For
Ancora Advisors LLC	135,000,000	0	For
Dimensional	229,663	0	For
Vanguard	191,886	0	For
BlackRock	174,857	0	For
Allspring	157,920	0	For
Fidelity	136,935	0	For
GLAZER CAPITAL, LLC	96,180	0	For
Tweedy, Browne Co LLC	63,268	0	For
M3F, Inc.	0	60,782	Against
Neuberger Berman	54,922	0	For
GEODE CAPITAL MANAGEMENT, LLC	49,461	0	For
Magnetar Financial LLC	46,124	0	For
State Street	45,674	0	For
Woodline Partners LP	40,000	0	For
Charles Schwab	35,172	0	For
TWEEDY, BROWNE FUND INC.	33,708	0	For
American Century	30,220	0	For
Invesco	23,202	0	For
BALYASNY ASSET MANAGEMENT L.P.	19,741	0	For
MELLON INVESTMENTS Corp	11,842	0	For
BRIDGEWAY FUNDS INC	10,778	0	For
MERGER FUND	8,971	0	For
STATE OF WISCONSIN INVESTMENT BOARD	8,849	0	For
Janus Henderson	8,484	0	For

Showing the 25 largest of 142 asset managers. See all 142 in the interactive database.

2. ADOPT THE AGREEMENT AND PLAN OF MERGER, DATED AS OF OCTOBER 8, 2023, AMONG NATIONAL WESTERN LIFE GROUP, INC., S. USA LIFE INSURANCE COMPANY, INC. AND PGH MERGER INC.

EXTRAORDINARY TRANSACTIONS

Combines 2 wordings of this item as funds reported it.

100% fund support · no official result

FOR 99.7%

The 51 asset managers below cast 100% of the shares they voted on this item FOR (816,726 for, 0 against).

FOR: 816,726 (99.7%)ABSTAIN: 2,160 (0.3%)

Largest asset managers voting on “ADOPT THE AGREEMENT AND PLAN OF MERGER, DATED AS OF OCTOBER 8, 2023, AMONG NATIONAL WESTERN LIFE GROUP, INC., ” at NATIONAL WESTERN LIFE GROUP INC., 2023-2024
Asset manager	For	Abstain	Vote
Dimensional	207,161	0	For
Vanguard	188,352	0	For
BlackRock	94,636	0	For
Fidelity	88,616	0	For
Allspring	72,377	0	For
TWEEDY, BROWNE FUND INC.	33,708	0	For
Charles Schwab	17,586	0	For
American Century	15,098	0	For
Invesco	11,220	0	For
BRIDGEWAY FUNDS INC	10,778	0	For
MERGER FUND	8,971	0	For
Brighthouse	7,418	0	For
WisdomTree	6,671	0	For
TIAA	6,531	0	For
Equitable	4,084	2,160	For
QUANTITATIVE MASTER SERIES LLC	4,128	0	For
AIG/SunAmerica	3,901	0	For
New York Life	3,609	0	For
Lincoln Financial	3,563	0	For
First Trust	3,405	0	For
CREDIT SUISSE OPPORTUNITY FUNDS	3,403	0	For
Guggenheim	3,088	0	For
TARGET PORTFOLIO TRUST	2,700	0	For
Northern Trust	2,455	0	For
Virtus	2,412	0	For

Showing the 25 largest of 51 asset managers. See all 51 in the interactive database.

3. APPROVE THE ADJOURNMENT OF THE NATIONAL WESTERN LIFE GROUP, INC. SPECIAL MEETING, IF NECESSARY OR APPROPRIATE, TO PERMIT FURTHER SOLICITATION OF PROXIES IN FAVOR OF THE PROPOSAL TO ADOPT THE MERGER AGREEMENT.

CORPORATE GOVERNANCE

Combines 2 wordings of this item as funds reported it.

94% fund support · no official result

FOR 94%

The 51 asset managers below cast 94% of the shares they voted on this item FOR (766,064 for, 50,662 against).

FOR: 766,064 (93.5%)AGAINST: 50,662 (6.2%)ABSTAIN: 2,160 (0.3%)

Largest asset managers voting on “APPROVE THE ADJOURNMENT OF THE NATIONAL WESTERN LIFE GROUP, INC. SPECIAL MEETING, IF NECESSARY OR APPROPRIATE,” at NATIONAL WESTERN LIFE GROUP INC., 2023-2024
Asset manager	For	Against	Abstain	Vote
Dimensional	207,161	0	0	For
Vanguard	188,352	0	0	For
BlackRock	94,636	0	0	For
Fidelity	41,624	46,992	0	Against
Allspring	72,377	0	0	For
TWEEDY, BROWNE FUND INC.	33,708	0	0	For
Charles Schwab	17,586	0	0	For
American Century	15,098	0	0	For
Invesco	11,220	0	0	For
BRIDGEWAY FUNDS INC	10,778	0	0	For
MERGER FUND	8,971	0	0	For
Brighthouse	7,418	0	0	For
WisdomTree	6,671	0	0	For
TIAA	6,531	0	0	For
Equitable	4,084	0	2,160	For
QUANTITATIVE MASTER SERIES LLC	4,128	0	0	For
AIG/SunAmerica	3,901	0	0	For
New York Life	3,609	0	0	For
Lincoln Financial	1,647	1,916	0	Against
First Trust	3,405	0	0	For
CREDIT SUISSE OPPORTUNITY FUNDS	3,403	0	0	For
Guggenheim	3,088	0	0	For
TARGET PORTFOLIO TRUST	2,700	0	0	For
Northern Trust	2,455	0	0	For
Virtus	2,412	0	0	For

Showing the 25 largest of 51 asset managers. See all 51 in the interactive database.

4. Approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to National Western Life Group, Inc's named executive officers that is based on or otherwise related to the proposed merger.

SECTION 14A SAY-ON-PAY VOTES

Combines 3 wordings of this item as funds reported it.

95% fund support · no official result

FOR 95%

The 40 asset managers below cast 95% of the shares they voted on this item FOR (116,791 for, 5,998 against).

FOR: 116,791 (94.9%)AGAINST: 5,998 (4.9%)ABSTAIN: 91 (0.1%)UNKNOWN: 223 (0.2%)

Largest asset managers voting on “Approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to National W” at NATIONAL WESTERN LIFE GROUP INC., 2023-2024
Asset manager	For	Against	Vote
NEXPOINT FUNDS I	58,373	0	For
COOKE & BIELER LP	13,407	0	For
Jackson National	6,170	0	For
EA Series Trust	5,815	0	For
AltShares Trust	5,764	0	For
WATER ISLAND CAPITAL LLC	5,764	0	For
Goldman Sachs	4,390	0	For
TUDOR INVESTMENT CORP ET AL	4,284	0	For
Northern Trust	3	3,288	Against
JPMorgan	3,021	0	For
RBC FUNDS TRUST	0	2,560	Against
Westchester Capital Management, LLC	1,766	0	For
Bridge Builder Trust	1,614	0	For
PenderFund Capital Management Ltd.	1,512	0	For
John Hancock	1,107	0	For
KARPAS STRATEGIES, LLC	826	0	For
Northern Lights Fund Trust IV	756	0	For
Allianz	537	0	For
ROCKEFELLER FINANCIAL LLC	358	0	For
OPPENHEIMER & CO INC	350	0	For
NORTHERN LIGHTS FUND TRUST II	0	0	Unknown
ENVESTNET ASSET MANAGEMENT INC	214	0	For
CAHILL FINANCIAL ADVISORS INC	200	0	For
WESTCHESTER CAPITAL PARTNERS, LLC	139	0	For
GPS Funds I	132	0	For

Showing the 25 largest of 40 asset managers. See all 40 in the interactive database.

5. Adop the Agreement and Plan of Merger, dated as of October 8, 2023, among National Western Life Group, Inc., S. USA Life Insurance Company, Inc. and PGH Merger Inc.

CORPORATE GOVERNANCE

100% fund support · no official result

FOR 99.7%

The 14 asset managers below cast 100% of the shares they voted on this item FOR (83,826 for, 0 against).

FOR: 83,826 (99.7%)UNKNOWN: 223 (0.3%)

Largest asset managers voting on “Adop the Agreement and Plan of Merger, dated as of October 8, 2023, among National Western Life Group, Inc., S” at NATIONAL WESTERN LIFE GROUP INC., 2023-2024
Asset manager	For	Vote
NEXPOINT FUNDS I	58,373	For
Jackson National	6,170	For
EA Series Trust	5,815	For
AltShares Trust	5,764	For
RBC FUNDS TRUST	2,560	For
Bridge Builder Trust	1,614	For
John Hancock	1,107	For
JPMorgan	982	For
Northern Lights Fund Trust IV	756	For
Allianz	537	For
NORTHERN LIGHTS FUND TRUST II	0	Unknown
GPS Funds I	132	For
WILSHIRE MUTUAL FUNDS INC	12	For
CITY NATIONAL ROCHDALE FUNDS	4	For

6. Approve the adjournment of the National Western Life Group, Inc. special meeting, if necessary of proxies in favor of the proposal to adopt the merger agreement.

CORPORATE GOVERNANCE

100% fund support · no official result

FOR 99.7%

The 14 asset managers below cast 100% of the shares they voted on this item FOR (83,826 for, 0 against).

FOR: 83,826 (99.7%)UNKNOWN: 223 (0.3%)

Largest asset managers voting on “Approve the adjournment of the National Western Life Group, Inc. special meeting, if necessary of proxies in f” at NATIONAL WESTERN LIFE GROUP INC., 2023-2024
Asset manager	For	Vote
NEXPOINT FUNDS I	58,373	For
Jackson National	6,170	For
EA Series Trust	5,815	For
AltShares Trust	5,764	For
RBC FUNDS TRUST	2,560	For
Bridge Builder Trust	1,614	For
John Hancock	1,107	For
JPMorgan	982	For
Northern Lights Fund Trust IV	756	For
Allianz	537	For
NORTHERN LIGHTS FUND TRUST II	0	Unknown
GPS Funds I	132	For
WILSHIRE MUTUAL FUNDS INC	12	For
CITY NATIONAL ROCHDALE FUNDS	4	For

7. ADVISORY VOTE ON GOLDEN PARACHUTES

SECTION 14A SAY-ON-PAY VOTES

100% fund support · no official result

FOR 100%

The 2 asset managers below cast 100% of the shares they voted on this item FOR (1,194 for, 0 against).

FOR: 1,194 (100.0%)

Largest asset managers voting on “ADVISORY VOTE ON GOLDEN PARACHUTES” at NATIONAL WESTERN LIFE GROUP INC., 2023-2024
Asset manager	For	Against	Abstain	Withheld	Vote
JPMorgan	984	0	0	0	For
TIMOTHY PLAN	210	0	0	0	For

Largest NATIONAL WESTERN LIFE GROUP INC. shareholders voting in 2023-2024

Ranked by the number of NATIONAL WESTERN LIFE GROUP INC. shares each manager voted on the most widely held ballot item of the 2023-2024 meeting.

Top NATIONAL WESTERN LIFE GROUP INC. shareholders by shares voted, 2023-2024
#	Asset manager	Shares voted
1	AQR Arbitrage LLC	530,000,000
2	Ancora Advisors LLC	135,000,000
3	Dimensional	229,663
4	Vanguard	191,886
5	BlackRock	174,857
6	Allspring	157,920
7	Fidelity	136,935
8	GLAZER CAPITAL, LLC	96,180
9	Tweedy, Browne Co LLC	63,268
10	M3F, Inc.	60,782

Shown as share counts, not percentages: no shares-outstanding figure has been matched to NATIONAL WESTERN LIFE GROUP INC. for the 2023-2024 season, so there is no denominator to divide by.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.

At NATIONAL WESTERN LIFE GROUP INC.'s shareholder meeting held 2024-01-08, in the 2023-2024 proxy season, 185 asset managers reported how they voted in their SEC Form N-PX filings, covering 740 separate fund positions. Their filings are grouped here into 7 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. NATIONAL WESTERN LIFE GROUP INC.'s own Form 8-K tally for this meeting is published below, but no row in it could be matched to the most widely held item, so this page states no certified outcome for that item. On that item — Approve, on an advisory (non- binding) basis, the compensation that may be paid or become… — the reporting funds cast 99.9% of the shares they voted in favour (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side). That is the aggregate of those managers' own N-PX disclosures, not the company's certified result, and the funds are a subset of all shareholders.

NATIONAL WESTERN LIFE GROUP INC. proxy season coverage: 2023-2024 (this page).