WA
KWY

Wasatch Advisors’s Kingsway Corp KWY Stock Holding History

Wasatch Advisors’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
2024
Q2 		– Sell
-828,552
Closed -$6.91M – 250
2024
Q1 		$6.91M Hold
828,552
– – 0.04% 189
2023
Q4 		$6.96M Buy
828,552
+105,751
+15% +$801K 0.04% 176
2023
Q3 		$5.46M Buy
722,801
+10,378
+1% +$86.5K 0.03% 195
2023
Q2 		$5.81M Buy
+712,423
New +$6.09M 0.04% 200

Other funds holding KWY

SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Annandale Capital Dallas, Texas $609M AUM 11.03% 1-Year Est. Return