Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Genworth Financial GNW Stock Holding History

Kovitz Investment Group Partners’s Portfolio GNW Stock Details GNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-24,471
Closed -$218K – 800
2025
Q3 		$218K Buy
24,471
+2,807
+13% +$23.2K ﹤0.01% 1315
2025
Q2 		$169K Buy
21,664
+346
+2% +$2.42K ﹤0.01% 1296
2025
Q1 		$151K Buy
21,318
+216
+1% +$1.5K ﹤0.01% 1193
2024
Q4 		$148K Buy
21,102
+395
+2% +$2.84K ﹤0.01% 1191
2024
Q3 		$93.9K Buy
+20,707
New +$136K ﹤0.01% 984

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kovitz Investment Group Partners's GNW Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Genworth Financial (GNW) in Q4 2025, closing a stake of 24,471 shares — an estimated $218K sold.

Kovitz Investment Group Partners first reported a position in GNW in Q3 2024 and held it in 5 quarters. The position peaked at $218K in Q3 2025. 366 funds tracked by Wall St. Rank hold GNW as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Genworth Financial position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 24,471 Genworth Financial shares in Q4 2025, an estimated $218K.
  • Kovitz Investment Group Partners first reported a position in Genworth Financial in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's Genworth Financial position peaked at $218K in Q3 2025.
  • 366 funds tracked by Wall St. Rank held Genworth Financial as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.