IAS
KG

Insigneo Advisory Services’s Kestrel Group KG Stock Holding History

Insigneo Advisory Services’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
-1,050
Closed -$12K – 692
2025
Q1 		$12K Buy
1,050
+300
+40% +$5.66K ﹤0.01% 612
2024
Q4 		$25.4K Hold
750
– – ﹤0.01% 576
2024
Q3 		$26.6K Hold
750
– – ﹤0.01% 591
2024
Q2 		$25.5K Hold
750
– – ﹤0.01% 548
2024
Q1 		$33.8K Buy
+750
New +$25.7K ﹤0.01% 483

Other funds holding KG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $339M AUM 52.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Insigneo Advisory Services's KG Position: Q2 2025 in Review

Insigneo Advisory Services sold out of Kestrel Group (KG) in Q2 2025, closing a stake of 1,050 shares — an estimated $12K sold.

Insigneo Advisory Services first reported a position in KG in Q1 2024 and held it in 5 quarters. The position peaked at $33.8K in Q1 2024. 43 funds tracked by Wall St. Rank hold KG as of Q2 2025.

  • Insigneo Advisory Services reported no remaining Kestrel Group position as of Q2 2025 after selling out during the quarter.
  • Insigneo Advisory Services sold 1,050 Kestrel Group shares in Q2 2025, an estimated $12K.
  • Insigneo Advisory Services first reported a position in Kestrel Group in Q1 2024 and held it in 5 quarters.
  • Insigneo Advisory Services's Kestrel Group position peaked at $33.8K in Q1 2024.
  • 43 funds tracked by Wall St. Rank held Kestrel Group as of Q2 2025.

Based on Insigneo Advisory Services's 13F filing for Q2 2025, filed 12 Aug 2025.