Connor, Clark & Lunn Investment Management (CC&L)
KG

Connor, Clark & Lunn Investment Management (CC&L)’s Kestrel Group KG Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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
-1,238
Closed -$14.1K – 1614
2025
Q1 		$14.1K Buy
+1,238
New +$23.3K ﹤0.01% 1380
2024
Q3 		– Sell
-701
Closed -$28.9K – 1565
2024
Q2 		$28.9K Sell
701
-1,151
-62% -$48.6K ﹤0.01% 1339
2024
Q1 		$83.3K Buy
1,852
+993
+116% +$34K ﹤0.01% 1472
2023
Q4 		$39.3K Sell
859
-552
-39% -$20.5K ﹤0.01% 1342
2023
Q3 		$49.7K Buy
+1,411
New +$52.4K ﹤0.01% 1320

Other funds holding KG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WCM
Whitefort Capital Management New York $406M AUM 84.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s KG Position: Q2 2025 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Kestrel Group (KG) in Q2 2025, closing a stake of 1,238 shares — an estimated $14.1K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in KG in Q3 2023 and held it in 5 quarters. The position peaked at $83.3K in Q1 2024. 43 funds tracked by Wall St. Rank hold KG as of Q2 2025.

  • Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Kestrel Group position as of Q2 2025 after selling out during the quarter.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 1,238 Kestrel Group shares in Q2 2025, an estimated $14.1K.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Kestrel Group in Q3 2023 and held it in 5 quarters.
  • Connor, Clark & Lunn Investment Management (CC&L)'s Kestrel Group position peaked at $83.3K in Q1 2024.
  • 43 funds tracked by Wall St. Rank held Kestrel Group as of Q2 2025.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q2 2025, filed 7 Aug 2025.