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Compiled from SEC Form N-PX filings and NATIONAL WESTERN LIFE GROUP INC.’s Form 8-K, filed January 9, 2024 (Item 5.07 on EDGAR). Page generated October 14, 2026.
Meeting of January 8, 2024: 6 items on NATIONAL WESTERN LIFE GROUP INC.’s Form 8-K, filed January 9, 2024: 6 without a stated outcome.
None.
Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided
Proxy season: 2023-2024
Explore NATIONAL WESTERN LIFE GROUP INC. in the interactive database Compare manager voting policies
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 January 9, 2024 (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.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Support (of votes cast) | Reported outcome | Voting standard |
|---|---|---|---|---|---|---|---|---|
| Class A Common Stock | 2,525,286 | 319,559 | 2,632 | -- | 0 | 89% | Not verified | — |
| Class B Common Stock | 200,000 | 0 | 0 | -- | 0 | 100% | Not verified | — |
| Combined Classes of Common Stock | 2,725,286 | 319,559 | 2,632 | -- | 0 | 90% | Not verified | — |
| Class A Common Stock | 2,471,165 | 369,761 | 6,551 | -- | 0 | 87% | Not verified | — |
| Class B Common Stock | 200,000 | 0 | 0 | -- | 0 | 100% | Not verified | — |
| Combined Classes of Common Stock | 2,671,165 | 369,761 | 6,551 | -- | 0 | 88% | Not verified | — |
Source: NATIONAL WESTERN LIFE GROUP INC., Form 8-K, filed with the SEC on January 9, 2024 — read the filing on EDGAR.
Each item below shows how the 182 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.
Combines 2 wordings of this item as funds reported it.
100% of fund votes cast · no official result
Description as filed by funds: 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.
The 51 asset managers below reported 816,726 for, 2,160 abstained. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Dimensional | 207,161 | 0 | 0 | 0 | For |
| Vanguard | 188,352 | 0 | 0 | 0 | For |
| BlackRock | 94,636 | 0 | 0 | 0 | For |
| Fidelity | 88,616 | 0 | 0 | 0 | For |
| Allspring | 72,377 | 0 | 0 | 0 | For |
| TWEEDY, BROWNE FUND INC. | 33,708 | 0 | 0 | 0 | For |
| Charles Schwab | 17,586 | 0 | 0 | 0 | For |
| American Century | 15,098 | 0 | 0 | 0 | For |
| Invesco | 11,220 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 10,778 | 0 | 0 | 0 | For |
| MERGER FUND | 8,971 | 0 | 0 | 0 | For |
| Brighthouse | 7,418 | 0 | 0 | 0 | For |
| WisdomTree | 6,671 | 0 | 0 | 0 | For |
| TIAA | 6,531 | 0 | 0 | 0 | For |
| Equitable | 4,084 | 0 | 2,160 | 0 | Mixed |
| QUANTITATIVE MASTER SERIES LLC | 4,128 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 3,901 | 0 | 0 | 0 | For |
| New York Life | 3,609 | 0 | 0 | 0 | For |
| Lincoln Financial | 3,563 | 0 | 0 | 0 | For |
| First Trust | 3,405 | 0 | 0 | 0 | For |
| CREDIT SUISSE OPPORTUNITY FUNDS | 3,403 | 0 | 0 | 0 | For |
| Guggenheim | 3,088 | 0 | 0 | 0 | For |
| TARGET PORTFOLIO TRUST | 2,700 | 0 | 0 | 0 | For |
| Northern Trust | 2,455 | 0 | 0 | 0 | For |
| Virtus | 2,412 | 0 | 0 | 0 | For |
Showing the 25 largest of 51 asset managers. See all 51 in the interactive database.
100% of fund votes cast · no official result
Description as filed by funds: 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.
The 14 asset managers below reported 83,826 for, 223 unknown. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| NEXPOINT FUNDS I | 58,373 | 0 | 0 | 0 | For |
| Jackson National | 6,170 | 0 | 0 | 0 | For |
| EA Series Trust | 5,815 | 0 | 0 | 0 | For |
| AltShares Trust | 5,764 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 2,560 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 1,614 | 0 | 0 | 0 | For |
| John Hancock | 1,107 | 0 | 0 | 0 | For |
| JPMorgan | 982 | 0 | 0 | 0 | For |
| Northern Lights Fund Trust IV | 756 | 0 | 0 | 0 | For |
| Allianz | 537 | 0 | 0 | 0 | For |
| NORTHERN LIGHTS FUND TRUST II | 0 | 0 | 0 | 0 | -- |
| GPS Funds I | 132 | 0 | 0 | 0 | For |
| WILSHIRE MUTUAL FUNDS INC | 12 | 0 | 0 | 0 | For |
| CITY NATIONAL ROCHDALE FUNDS | 4 | 0 | 0 | 0 | For |
Combines 2 wordings of this item as funds reported it.
94% of fund votes cast · no official result
Description as filed by funds: 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.
The 51 asset managers below reported 766,064 for, 50,662 against, 2,160 abstained. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Dimensional | 207,161 | 0 | 0 | 0 | For |
| Vanguard | 188,352 | 0 | 0 | 0 | For |
| BlackRock | 94,636 | 0 | 0 | 0 | For |
| Fidelity | 41,624 | 46,992 | 0 | 0 | Mixed |
| Allspring | 72,377 | 0 | 0 | 0 | For |
| TWEEDY, BROWNE FUND INC. | 33,708 | 0 | 0 | 0 | For |
| Charles Schwab | 17,586 | 0 | 0 | 0 | For |
| American Century | 15,098 | 0 | 0 | 0 | For |
| Invesco | 11,220 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 10,778 | 0 | 0 | 0 | For |
| MERGER FUND | 8,971 | 0 | 0 | 0 | For |
| Brighthouse | 7,418 | 0 | 0 | 0 | For |
| WisdomTree | 6,671 | 0 | 0 | 0 | For |
| TIAA | 6,531 | 0 | 0 | 0 | For |
| Equitable | 4,084 | 0 | 2,160 | 0 | Mixed |
| QUANTITATIVE MASTER SERIES LLC | 4,128 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 3,901 | 0 | 0 | 0 | For |
| New York Life | 3,609 | 0 | 0 | 0 | For |
| Lincoln Financial | 1,647 | 1,916 | 0 | 0 | Mixed |
| First Trust | 3,405 | 0 | 0 | 0 | For |
| CREDIT SUISSE OPPORTUNITY FUNDS | 3,403 | 0 | 0 | 0 | For |
| Guggenheim | 3,088 | 0 | 0 | 0 | For |
| TARGET PORTFOLIO TRUST | 2,700 | 0 | 0 | 0 | For |
| Northern Trust | 2,455 | 0 | 0 | 0 | For |
| Virtus | 2,412 | 0 | 0 | 0 | For |
Showing the 25 largest of 51 asset managers. See all 51 in the interactive database.
100% of fund votes cast · no official result
Description as filed by funds: 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.
The 14 asset managers below reported 83,826 for, 223 unknown. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| NEXPOINT FUNDS I | 58,373 | 0 | 0 | 0 | For |
| Jackson National | 6,170 | 0 | 0 | 0 | For |
| EA Series Trust | 5,815 | 0 | 0 | 0 | For |
| AltShares Trust | 5,764 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 2,560 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 1,614 | 0 | 0 | 0 | For |
| John Hancock | 1,107 | 0 | 0 | 0 | For |
| JPMorgan | 982 | 0 | 0 | 0 | For |
| Northern Lights Fund Trust IV | 756 | 0 | 0 | 0 | For |
| Allianz | 537 | 0 | 0 | 0 | For |
| NORTHERN LIGHTS FUND TRUST II | 0 | 0 | 0 | 0 | -- |
| GPS Funds I | 132 | 0 | 0 | 0 | For |
| WILSHIRE MUTUAL FUNDS INC | 12 | 0 | 0 | 0 | For |
| CITY NATIONAL ROCHDALE FUNDS | 4 | 0 | 0 | 0 | For |
Combines 8 wordings of this item as funds reported it.
99.9% of fund votes cast · no official result
Description as filed by funds: 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.
The 142 asset managers below reported 666,608,910 for, 87,332 against, 1,840 abstained, 455 unknown. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| AQR Arbitrage LLC | 530,000,000 | 0 | 0 | 0 | For |
| Ancora Advisors LLC | 135,000,000 | 0 | 0 | 0 | For |
| Dimensional | 229,663 | 0 | 0 | 0 | For |
| Vanguard | 191,886 | 0 | 0 | 0 | For |
| BlackRock | 174,857 | 0 | 0 | 0 | For |
| Allspring | 157,920 | 0 | 0 | 0 | For |
| Fidelity | 136,935 | 0 | 0 | 0 | For |
| GLAZER CAPITAL, LLC | 96,180 | 0 | 0 | 0 | For |
| Tweedy, Browne Co LLC | 63,268 | 0 | 0 | 0 | For |
| M3F, Inc. | 0 | 60,782 | 0 | 0 | Against |
| Neuberger Berman | 54,922 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 49,461 | 0 | 0 | 0 | For |
| Magnetar Financial LLC | 46,124 | 0 | 0 | 0 | For |
| State Street | 45,674 | 0 | 0 | 0 | For |
| Woodline Partners LP | 40,000 | 0 | 0 | 0 | For |
| Charles Schwab | 35,172 | 0 | 0 | 0 | For |
| TWEEDY, BROWNE FUND INC. | 33,708 | 0 | 0 | 0 | For |
| American Century | 30,220 | 0 | 0 | 0 | For |
| Invesco | 23,202 | 0 | 0 | 0 | For |
| BALYASNY ASSET MANAGEMENT L.P. | 19,741 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 11,842 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 10,778 | 0 | 0 | 0 | For |
| MERGER FUND | 8,971 | 0 | 0 | 0 | For |
| STATE OF WISCONSIN INVESTMENT BOARD | 8,849 | 0 | 0 | 0 | For |
| Janus Henderson | 8,484 | 0 | 0 | 0 | For |
Showing the 25 largest of 142 asset managers. See all 142 in the interactive database.
Combines 3 wordings of this item as funds reported it.
95% Fund and manager reports combined; may count the same shares twice · no official result
Description as filed by funds: 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.
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| NEXPOINT FUNDS I | 58,373 | 0 | 0 | 0 | For |
| Jackson National | 6,170 | 0 | 0 | 0 | For |
| EA Series Trust | 5,815 | 0 | 0 | 0 | For |
| AltShares Trust | 5,764 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 0 | 2,560 | 0 | 0 | Against |
| Bridge Builder Trust | 1,614 | 0 | 0 | 0 | For |
| John Hancock | 1,107 | 0 | 0 | 0 | For |
| JPMorgan | 982 | 0 | 0 | 0 | For |
| Northern Lights Fund Trust IV | 756 | 0 | 0 | 0 | For |
| Allianz | 537 | 0 | 0 | 0 | For |
| NORTHERN LIGHTS FUND TRUST II | 0 | 0 | 0 | 0 | -- |
| GPS Funds I | 132 | 0 | 0 | 0 | For |
| WILSHIRE MUTUAL FUNDS INC | 12 | 0 | 0 | 0 | For |
| CITY NATIONAL ROCHDALE FUNDS | 4 | 0 | 0 | 0 | For |
Fund voting reports, all 14 managers: 81,266 for, 2,560 against, 223 unknown.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| COOKE & BIELER LP | 13,407 | 0 | 0 | 0 | For |
| WATER ISLAND CAPITAL LLC | 5,764 | 0 | 0 | 0 | For |
| Goldman Sachs | 4,390 | 0 | 0 | 0 | For |
| TUDOR INVESTMENT CORP ET AL | 4,284 | 0 | 0 | 0 | For |
| Northern Trust | 3 | 3,288 | 0 | 0 | Against |
| JPMorgan | 2,039 | 0 | 0 | 0 | For |
| Westchester Capital Management, LLC | 1,766 | 0 | 0 | 0 | For |
| PenderFund Capital Management Ltd. | 1,512 | 0 | 0 | 0 | For |
| KARPAS STRATEGIES, LLC | 826 | 0 | 0 | 0 | For |
| ROCKEFELLER FINANCIAL LLC | 358 | 0 | 0 | 0 | For |
| OPPENHEIMER & CO INC | 350 | 0 | 0 | 0 | For |
| ENVESTNET ASSET MANAGEMENT INC | 214 | 0 | 0 | 0 | For |
| CAHILL FINANCIAL ADVISORS INC | 200 | 0 | 0 | 0 | For |
| WESTCHESTER CAPITAL PARTNERS, LLC | 139 | 0 | 0 | 0 | For |
| XPONANCE, INC. | 0 | 115 | 0 | 0 | Against |
| DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 0 | 0 | 91 | 0 | Abstain |
| US BANK NATIONAL ASSOCIATION | 74 | 0 | 0 | 0 | For |
| TRUIST FINANCIAL CORP | 50 | 0 | 0 | 0 | For |
| Kovitz Investment Group Partners, LLC | 0 | 35 | 0 | 0 | Against |
| MERCER GLOBAL ADVISORS INC /ADV | 33 | 0 | 0 | 0 | For |
| Capital Group | 30 | 0 | 0 | 0 | For |
| WHITTIER TRUST CO | 20 | 0 | 0 | 0 | For |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 19 | 0 | 0 | 0 | For |
| GAMMA Investing LLC | 18 | 0 | 0 | 0 | For |
| Callan Family Office, LLC | 16 | 0 | 0 | 0 | For |
Institutional-manager reports, all 27 managers: 35,525 for, 3,438 against, 91 abstained. Showing the 25 largest; see all in the interactive database.
100% Fund and manager reports combined; may count the same shares twice · no official result
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| TIMOTHY PLAN | 210 | 0 | 0 | 0 | For |
Fund voting reports, all 1 managers: 210 for.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| JPMorgan | 984 | 0 | 0 | 0 | For |
Institutional-manager reports, all 1 managers: 984 for.
Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported.
| # | Asset manager | Shares voted |
|---|---|---|
| 1 | Dimensional | 207,161 |
| 2 | Vanguard | 188,352 |
| 3 | BlackRock | 94,636 |
| 4 | Fidelity | 88,616 |
| 5 | Allspring | 72,377 |
| 6 | TWEEDY, BROWNE FUND INC. | 33,708 |
| 7 | Charles Schwab | 17,586 |
| 8 | American Century | 15,098 |
| 9 | Invesco | 11,220 |
| 10 | BRIDGEWAY FUNDS INC | 10,778 |
| # | Asset manager | Shares voted |
|---|---|---|
| 1 | AQR Arbitrage LLC | 530,000,000 |
| 2 | Ancora Advisors LLC | 135,000,000 |
| 3 | GLAZER CAPITAL, LLC | 96,180 |
| 4 | Allspring | 85,543 |
| 5 | BlackRock | 80,221 |
| 6 | Tweedy, Browne Co LLC | 63,268 |
| 7 | M3F, Inc. | 60,782 |
| 8 | Neuberger Berman | 54,922 |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 49,461 |
| 10 | Fidelity | 48,319 |
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.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), 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 October 14, 2026; a live search always shows the current data.
At NATIONAL WESTERN LIFE GROUP INC.'s shareholder meeting held January 8, 2024, in the 2023-2024 proxy season, 182 asset managers reported how they voted in their SEC Form N-PX filings, covering 732 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 plus WITHHELD; abstained and unvoted shares are excluded because neither 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).
Download data (CSV): ballot items · votes by manager · column guide.