Carson Wealth (CWM LLC)
KWY

Carson Wealth (CWM LLC)’s Kingsway Corp KWY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KWY Stock Details KWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.22K Buy
213
+5
+2% +$61 ﹤0.01% 5250
2025
Q4 		$3K Buy
208
+6
+3% +$82 ﹤0.01% 4988
2025
Q3 		$3K Buy
202
+11
+6% +$157 ﹤0.01% 4907
2025
Q2 		$3K Buy
191
+36
+23% +$382 ﹤0.01% 4780
2025
Q1 		$1K Buy
155
+19
+14% +$150 ﹤0.01% 4927
2024
Q4 		$1K Buy
136
+59
+77% +$517 ﹤0.01% 4733
2024
Q3 		$1K Buy
77
+50
+185% +$406 ﹤0.01% 4612
2024
Q2 		$0 Buy
27
+19
+238% +$158 ﹤0.01% 4756
2024
Q1 		$0 Buy
+8
New +$69 ﹤0.01% 4528

Other funds holding KWY

SV
Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $154M AUM 15.9% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Kingsway Corp (KWY) stake by 2.4% in Q1 2026, buying an estimated $61 and bringing the position to 213 shares worth $2.22K. The position accounts for ﹤0.01% of the portfolio, ranked #5250.

Carson Wealth (CWM LLC) first reported a position in KWY in Q1 2024 and has held it in 9 quarters since. The position peaked at $3K in Q4 2025. 75 funds tracked by Wall St. Rank hold KWY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 213 shares of Kingsway Corp worth $2.22K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 5 Kingsway Corp shares in Q1 2026, an estimated $61.
  • Kingsway Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5250 holding.
  • Carson Wealth (CWM LLC) first reported a position in Kingsway Corp in Q1 2024 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s Kingsway Corp position peaked at $3K in Q4 2025.
  • 75 funds tracked by Wall St. Rank held Kingsway Corp as of Q1 2026.

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