Nuveen’s Kestrel Group KG Stock Holding History

Nuveen’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	-8,070	Closed	-$92K	–	3348
2025 Q1	$92K	Hold	8,070	–	–	﹤0.01%	3223
2024 Q4	$273K	Hold	8,070	–	–	﹤0.01%	3147
2024 Q3	$286K	Hold	8,070	–	–	﹤0.01%	3155
2024 Q2	$332K	Hold	8,070	–	–	﹤0.01%	3123
2024 Q1	$363K	Hold	8,070	–	–	﹤0.01%	3058
2023 Q4	$370K	Hold	8,070	–	–	﹤0.01%	3097
2023 Q3	$284K	Hold	8,070	–	–	﹤0.01%	2976
2023 Q2	$339K	Buy	+8,070	New	+$345K	﹤0.01%	2996
2022 Q2	–	Sell	-9,000	Closed	-$452K	–	3397
2022 Q1	$452K	Buy	9,000 +176	+2%	+$9.27K	﹤0.01%	3045
2021 Q4	$538K	Sell	8,824 -1,330	-13%	-$84K	﹤0.01%	3060
2021 Q3	$689K	Buy	10,154 +170	+2%	+$11.1K	﹤0.01%	3107
2021 Q2	$673K	Buy	+9,984	New	+$694K	﹤0.01%	3124
2017 Q1	–	Sell	-1,058	Closed	-$369K	–	1431
2016 Q4	$369K	Sell	1,058 -868	-45%	-$266K	﹤0.01%	1376
2016 Q3	$489K	Buy	+1,926	New	+$513K	﹤0.01%	1245
2014 Q1	–	Sell	-21,116	Closed	-$4.62M	–	1603
2013 Q4	$4.62M	Sell	21,116 -7,934	-27%	-$1.86M	0.03%	533
2013 Q3	$6.86M	Sell	29,050 -9,276	-24%	-$2.3M	0.04%	451
2013 Q2	$8.6M	Buy	+38,326	New	+$8.12M	0.06%	382

Other funds holding KG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nuveen's KG Position: Q2 2025 in Review

Nuveen sold out of Kestrel Group (KG) in Q2 2025, closing a stake of 8,070 shares — an estimated $92K sold.

Nuveen first reported a position in KG in Q2 2013 and held it in 17 quarters. The position peaked at $8.6M in Q2 2013. 43 funds tracked by Wall St. Rank hold KG as of Q2 2025.

Nuveen reported no remaining Kestrel Group position as of Q2 2025 after selling out during the quarter.
Nuveen sold 8,070 Kestrel Group shares in Q2 2025, an estimated $92K.
Nuveen first reported a position in Kestrel Group in Q2 2013 and held it in 17 quarters.
Nuveen's Kestrel Group position peaked at $8.6M in Q2 2013.
43 funds tracked by Wall St. Rank held Kestrel Group as of Q2 2025.

Based on Nuveen's 13F filing for Q2 2025, filed 12 Aug 2025.