Carson Wealth (CWM LLC)
KINS icon

Carson Wealth (CWM LLC)’s Kingstone Companies KINS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KINS Stock Details KINS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.24K Buy
154
+58
+60% +$912 ﹤0.01% 5245
2025
Q4 		$2K Buy
96
+48
+100% +$730 ﹤0.01% 5094
2025
Q3 		$1K Buy
+48
New +$704 ﹤0.01% 5143

Other funds holding KINS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CCA
Cruiser Capital Advisors Stamford, Connecticut $257M AUM 65.27% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GCM
Gator Capital Management Tampa, Florida $489M AUM 54.23% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carson Wealth (CWM LLC)'s KINS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Kingstone Companies (KINS) stake by 60% in Q1 2026, buying an estimated $912 and bringing the position to 154 shares worth $2.24K. The position accounts for ﹤0.01% of the portfolio, ranked #5245.

Carson Wealth (CWM LLC) first reported a position in KINS in Q3 2025 and has held it in 3 quarters since. 102 funds tracked by Wall St. Rank hold KINS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 154 shares of Kingstone Companies worth $2.24K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 58 Kingstone Companies shares in Q1 2026, an estimated $912.
  • Kingstone Companies made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5245 holding.
  • Carson Wealth (CWM LLC) first reported a position in Kingstone Companies in Q3 2025 and has held it in 3 quarters since.
  • 102 funds tracked by Wall St. Rank held Kingstone Companies as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.