Kestrel Group, Ltd. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/07/2025 | 309.94 K | $8.46 M | 138.65% | 6.69% |
| BLACKROCK, INC. | 11/12/2025 | 254.00 K | $6.94 M | -7.55% | 5.48% |
| WHITEFORT CAPITAL MANAGEMENT, LP | 11/14/2025 | 160.92 K | $4.39 M | 57.44% | 3.47% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 112.75 K | $3.08 M | 111.94% | 2.43% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 84.37 K | $2.30 M | 0.00% | 1.82% |
| STATE STREET CORP | 11/14/2025 | 63.88 K | $1.74 M | 5.18% | 1.38% |
| NORTHERN TRUST CORP | 11/14/2025 | 29.63 K | $809.09 K | 86.59% | 0.64% |
| SOWELL FINANCIAL SERVICES LLC | 10/17/2025 | 23.17 K | $632.86 K | -1.12% | 0.50% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 15.75 K | $430.08 K | -10.77% | 0.34% |
| CREATIVE PLANNING | 11/14/2025 | 10.74 K | $293.42 K | 4.84% | 0.23% |
| CITADEL ADVISORS LLC | 11/14/2025 | 10.72 K | $292.76 K | 100.00% | 0.23% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 10.26 K | $280.09 K | 100.00% | 0.22% |
| MORGAN STANLEY | 11/14/2025 | 7.68 K | $209.69 K | 16.00% | 0.17% |
| BARCLAYS PLC | 11/12/2025 | 3.81 K | $103.92 K | 78.39% | 0.08% |
| RHUMBLINE ADVISERS | 11/06/2025 | 3.18 K | $86.73 K | -20.84% | 0.07% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 1.75 K | $47.82 K | 40.76% | 0.04% |
| UBS GROUP AG | 11/13/2025 | 1.44 K | $39.41 K | -81.29% | 0.03% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 1.30 K | $35.37 K | -58.12% | 0.03% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2025 | 1.25 K | $34.22 K | 33.72% | 0.03% |
| ROYAL BANK OF CANADA | 11/14/2025 | 1.25 K | $34.00 K | 28.03% | 0.03% |
| CWM, LLC | 10/15/2025 | 1.22 K | $33.00 K | 100.00% | 0.03% |
| NEW YORK STATE COMMON RETIREMENT FUND | 11/03/2025 | 1.18 K | $32.20 K | 0.00% | 0.03% |
| JPMORGAN CHASE & CO | 11/26/2025 | 1.13 K | $30.83 K | -80.15% | 0.02% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2025 | 1.10 K | $29.96 K | 88.81% | 0.02% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2025 | 834 | $22.78 K | -54.92% | 0.02% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 447 | $12.21 K | 123.50% | 0.01% |
| FMR LLC | 11/13/2025 | 413 | $11.28 K | -11.75% | 0.01% |
| POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 11/12/2025 | 386 | $10.54 K | 0.00% | 0.01% |
| AMERITAS INVESTMENT PARTNERS, INC. | 11/10/2025 | 374 | $10.21 K | 0.00% | 0.01% |
| CITIGROUP INC | 11/10/2025 | 348 | $9.50 K | -52.33% | 0.01% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 340 | $9.29 K | 71.72% | 0.01% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 11/14/2025 | 319 | $8.71 K | 0.00% | 0.01% |
| GAMMA INVESTING LLC | 10/02/2025 | 190 | $5.19 K | 1,257.14% | 0.00% |
| AMALGAMATED BANK | 10/29/2025 | 153 | $4.00 K | 0.00% | 0.00% |
| STERLING CAPITAL MANAGEMENT LLC | 11/12/2025 | 46 | $1.26 K | 253.85% | 0.00% |
| FORTITUDE FAMILY OFFICE, LLC | 10/17/2025 | 36 | $983 | 100.00% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/07/2025 | 29 | $792 | 625.00% | 0.00% |
| SRS CAPITAL ADVISORS, INC. | 11/14/2025 | 26 | $710 | 100.00% | 0.00% |
| EVERSOURCE WEALTH ADVISORS, LLC | 11/10/2025 | 8 | $218 | 0.00% | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 11/14/2025 | 6 | $164 | 0.00% | 0.00% |
| GROUP ONE TRADING, L.P. | 11/12/2025 | 5 | $137 | -79.17% | 0.00% |
| TRANSAMERICA FINANCIAL ADVISORS, INC. | 11/14/2025 | 5 | $137 | 100.00% | 0.00% |
| ALLWORTH FINANCIAL LP | 12/02/2025 | 5 | $137 | 100.00% | 0.00% |
| TRUE WEALTH DESIGN, LLC | 10/21/2025 | 1 | $28 | 0.00% | 0.00% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| JANE STREET GROUP, LLC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| Y-INTERCEPT (HONG KONG) LTD | 10/31/2025 | 0 | $0 | -100.00% | 0.00% |
Kestrel Group, Ltd. institutional Ownership - FAQ's
During the previous two years, 61 institutional investors and hedge funds held shares of Kestrel Group, Ltd.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 309,937
BlackRock, Inc.: 254,000
Whitefort Capital Management, LP: 160,916
GEODE CAPITAL MANAGEMENT, LLC: 112,753
DIMENSIONAL FUND ADVISORS LP: 84,372
STATE STREET CORP: 63,879
24.08% of Kestrel Group, Ltd. stock is owned by institutional investors.
Institutional investors have bought a total of 4.62 M shares in the last 24 months. This purchase volume represents approximately $62.88 M in transactions.