Corient Private Wealth’s Kingstone Companies KINS Stock Holding History

Corient Private Wealth’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 Q2	–	Sell	-26,536	Closed	-$387K	–	3154
2026 Q1	$387K	Buy	26,536 +1,500	+6%	+$23.6K	﹤0.01%	2173
2025 Q4	$421K	Hold	25,036	–	–	﹤0.01%	1963
2025 Q3	$368K	Buy	25,036 +36	+0.1%	+$528	﹤0.01%	1991
2025 Q2	$385K	Buy	25,000 +5,000	+25%	+$82.9K	﹤0.01%	1848
2025 Q1	$333K	Hold	20,000	–	–	﹤0.01%	1803
2024 Q4	$304K	Sell	20,000 -20,000	-50%	-$254K	﹤0.01%	1887
2024 Q3	$366K	Buy	40,000 +20,000	+100%	+$155K	﹤0.01%	1917
2024 Q2	$100K	Hold	20,000	–	–	﹤0.01%	2214
2024 Q1	$89K	Hold	20,000	–	–	﹤0.01%	2196
2023 Q4	$42.6K	Hold	20,000	–	–	﹤0.01%	2206
2023 Q3	$35.8K	Buy	+20,000	New	+$29.5K	﹤0.01%	2088

Other funds holding KINS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GCM

Gator Capital Management Tampa, Florida $477M AUM 48.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DLP

De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return

CCA

Cruiser Capital Advisors Stamford, Connecticut $162M AUM 78.28% 1-Year Est. Return

Corient Private Wealth's KINS Position: Q2 2026 in Review

Corient Private Wealth sold out of Kingstone Companies (KINS) in Q2 2026, closing a stake of 26,536 shares — an estimated $387K sold.

Corient Private Wealth first reported a position in KINS in Q3 2023 and held it in 11 quarters. The position peaked at $421K in Q4 2025. 104 funds tracked by Wall St. Rank hold KINS as of Q2 2026.

Corient Private Wealth reported no remaining Kingstone Companies position as of Q2 2026 after selling out during the quarter.
Corient Private Wealth sold 26,536 Kingstone Companies shares in Q2 2026, an estimated $387K.
Corient Private Wealth first reported a position in Kingstone Companies in Q3 2023 and held it in 11 quarters.
Corient Private Wealth's Kingstone Companies position peaked at $421K in Q4 2025.
104 funds tracked by Wall St. Rank held Kingstone Companies as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.