IIM
KG

INTECH Investment Management’s Kestrel Group KG Stock Holding History

INTECH Investment Management’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
-4,395
Closed -$50.1K – 2588
2025
Q1 		$50.1K Buy
4,395
+2,506
+133% +$47.3K ﹤0.01% 2431
2024
Q4 		$63.8K Buy
+1,889
New +$60.4K ﹤0.01% 2296

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

INTECH Investment Management's KG Position: Q2 2025 in Review

INTECH Investment Management sold out of Kestrel Group (KG) in Q2 2025, closing a stake of 4,395 shares — an estimated $50.1K sold.

INTECH Investment Management first reported a position in KG in Q4 2024 and held it in 2 quarters. The position peaked at $63.8K in Q4 2024. 43 funds tracked by Wall St. Rank hold KG as of Q2 2025.

  • INTECH Investment Management reported no remaining Kestrel Group position as of Q2 2025 after selling out during the quarter.
  • INTECH Investment Management sold 4,395 Kestrel Group shares in Q2 2025, an estimated $50.1K.
  • INTECH Investment Management first reported a position in Kestrel Group in Q4 2024 and held it in 2 quarters.
  • INTECH Investment Management's Kestrel Group position peaked at $63.8K in Q4 2024.
  • 43 funds tracked by Wall St. Rank held Kestrel Group as of Q2 2025.

Based on INTECH Investment Management's 13F filing for Q2 2025, filed 8 Aug 2025.