DFA
KWY

DHK Financial Advisors’s Kingsway Corp KWY Stock Holding History

DHK Financial Advisors’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
2024
Q4 		– Sell
-36,803
Closed -$305K – 91
2024
Q3 		$305K Hold
36,803
– – 0.19% 69
2024
Q2 		$303K Buy
+36,803
New +$305K 0.21% 67

Other funds holding KWY

SV
Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $154M AUM 15.9% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 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

DHK Financial Advisors's KWY Position: Q4 2024 in Review

DHK Financial Advisors sold out of Kingsway Corp (KWY) in Q4 2024, closing a stake of 36,803 shares — an estimated $305K sold.

DHK Financial Advisors first reported a position in KWY in Q2 2024 and held it in 2 quarters. The position peaked at $305K in Q3 2024. 59 funds tracked by Wall St. Rank hold KWY as of Q4 2024.

  • DHK Financial Advisors reported no remaining Kingsway Corp position as of Q4 2024 after selling out during the quarter.
  • DHK Financial Advisors sold 36,803 Kingsway Corp shares in Q4 2024, an estimated $305K.
  • DHK Financial Advisors first reported a position in Kingsway Corp in Q2 2024 and held it in 2 quarters.
  • DHK Financial Advisors's Kingsway Corp position peaked at $305K in Q3 2024.
  • 59 funds tracked by Wall St. Rank held Kingsway Corp as of Q4 2024.

Based on DHK Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.