Cherokee Insurance’s Kestrel Group KG Stock Holding History

Cherokee Insurance’s Portfolio KG Stock Details KG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-750	Closed	-$8.55K	–	124
2025 Q1	$8.55K	Hold	750	–	–	﹤0.01%	123
2024 Q4	$25.4K	Buy	+750	New	+$24K	0.01%	120

Other funds holding KG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WCM

Whitefort Capital Management New York $339M AUM 52.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cherokee Insurance's KG Position: Q2 2025 in Review

Cherokee Insurance sold out of Kestrel Group (KG) in Q2 2025, closing a stake of 750 shares — an estimated $8.55K sold.

Cherokee Insurance first reported a position in KG in Q4 2024 and held it in 2 quarters. The position peaked at $25.4K in Q4 2024. 43 funds tracked by Wall St. Rank hold KG as of Q2 2025.

Cherokee Insurance reported no remaining Kestrel Group position as of Q2 2025 after selling out during the quarter.
Cherokee Insurance sold 750 Kestrel Group shares in Q2 2025, an estimated $8.55K.
Cherokee Insurance first reported a position in Kestrel Group in Q4 2024 and held it in 2 quarters.
Cherokee Insurance's Kestrel Group position peaked at $25.4K in Q4 2024.
43 funds tracked by Wall St. Rank held Kestrel Group as of Q2 2025.

Based on Cherokee Insurance's 13F filing for Q2 2025, filed 8 Aug 2025.