TWD
KWY

True Wealth Design’s Kingsway Corp KWY Stock Holding History

True Wealth Design’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
2025
Q2 		– Sell
-5
Closed -$40 – 2704
2025
Q1 		$40 Sell
5
-34
-87% -$268 ﹤0.01% 2438
2024
Q4 		$327 Buy
+39
New +$342 ﹤0.01% 1156

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
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $154M AUM 15.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 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

True Wealth Design's KWY Position: Q2 2025 in Review

True Wealth Design sold out of Kingsway Corp (KWY) in Q2 2025, closing a stake of 5 shares — an estimated $40 sold.

True Wealth Design first reported a position in KWY in Q4 2024 and held it in 2 quarters. The position peaked at $327 in Q4 2024. 65 funds tracked by Wall St. Rank hold KWY as of Q2 2025.

  • True Wealth Design reported no remaining Kingsway Corp position as of Q2 2025 after selling out during the quarter.
  • True Wealth Design sold 5 Kingsway Corp shares in Q2 2025, an estimated $40.
  • True Wealth Design first reported a position in Kingsway Corp in Q4 2024 and held it in 2 quarters.
  • True Wealth Design's Kingsway Corp position peaked at $327 in Q4 2024.
  • 65 funds tracked by Wall St. Rank held Kingsway Corp as of Q2 2025.

Based on True Wealth Design's 13F filing for Q2 2025, filed 6 Aug 2025.