Kestrel Group Ltd. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 265.63 K | $2.39 M | 1.46% | 3.41% |
| BLACKROCK, INC. | 08/07/2026 | 182.91 K | $1.65 M | -35.01% | 2.35% |
| WHITEFORT CAPITAL MANAGEMENT, LP | 08/14/2026 | 160.92 K | $1.45 M | 0.00% | 2.07% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 82.74 K | $745.09 K | -29.38% | 1.06% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 73.69 K | $663.21 K | -8.74% | 0.95% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 66.94 K | $602.42 K | 5.44% | 0.86% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 39.33 K | $354.01 K | -4.27% | 0.51% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 31.15 K | $280.36 K | 100.00% | 0.40% |
| STATE STREET CORP | 08/07/2026 | 26.73 K | $240.56 K | -59.37% | 0.34% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 24.97 K | $224.76 K | 100.00% | 0.32% |
| SOWELL FINANCIAL SERVICES LLC | 07/20/2026 | 20.66 K | $185.94 K | 0.00% | 0.27% |
| NORTHERN TRUST CORP | 08/13/2026 | 15.46 K | $139.17 K | -44.29% | 0.20% |
| RBF CAPITAL, LLC | 08/14/2026 | 11.87 K | $106.80 K | 100.00% | 0.15% |
| MORGAN STANLEY | 08/13/2026 | 11.66 K | $104.98 K | -35.30% | 0.15% |
| CREATIVE PLANNING | 08/13/2026 | 10.13 K | $91.13 K | -3.54% | 0.13% |
| UBS GROUP AG | 08/13/2026 | 3.85 K | $34.67 K | -57.70% | 0.05% |
| DEUTSCHE BANK AG\ | 08/07/2026 | 1.59 K | $14.27 K | 0.00% | 0.02% |
| VANGUARD GLOBAL ADVISERS, LLC | 08/13/2026 | 1.28 K | $11.51 K | 0.00% | 0.02% |
| ROYAL BANK OF CANADA | 08/14/2026 | 1.24 K | $11.00 K | 60.47% | 0.02% |
| FMR LLC | 08/13/2026 | 1.13 K | $10.21 K | -55.05% | 0.01% |
| JPMORGAN CHASE & CO | 08/12/2026 | 676 | $5.95 K | -61.92% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/11/2026 | 416 | $3.74 K | -70.50% | 0.01% |
| CITIGROUP INC | 08/03/2026 | 408 | $3.67 K | 195.65% | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 163 | $1.47 K | 100.00% | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 129 | $1.16 K | -80.37% | 0.00% |
| GAMMA INVESTING LLC | 07/07/2026 | 114 | $1.03 K | -30.91% | 0.00% |
| BARCLAYS PLC | 08/14/2026 | 112 | $1.01 K | -78.29% | 0.00% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 90 | $810 | 100.00% | 0.00% |
| EVERSOURCE WEALTH ADVISORS, LLC | 07/24/2026 | 21 | $189 | 200.00% | 0.00% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 16 | $144 | 1,500.00% | 0.00% |
| TRANSAMERICA FINANCIAL ADVISORS, INC. | 08/17/2026 | 14 | $126 | 0.00% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 12 | $108 | -50.00% | 0.00% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 12 | $108 | 100.00% | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 08/10/2026 | 6 | $54 | 0.00% | 0.00% |
| ESSENTIAL PARTNERS LLC | 08/10/2026 | 4 | $36 | -93.94% | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 08/06/2026 | 2 | $18 | 100.00% | 0.00% |
| CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 08/05/2026 | 2 | $18 | 100.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 2 | $18 | -90.00% | 0.00% |
| WEALTH ENHANCEMENT TRUST SERVICES, INC. | 07/22/2026 | 2 | $18 | 100.00% | 0.00% |
| SJS INVESTMENT CONSULTING INC. | 07/22/2026 | 1 | $9 | 100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| NEW YORK STATE COMMON RETIREMENT FUND | 07/29/2026 | 0 | $0 | -100.00% | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| AMERITAS INVESTMENT PARTNERS, INC. | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| RHUMBLINE ADVISERS | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| STERLING CAPITAL MANAGEMENT LLC | 07/28/2026 | 0 | $0 | -100.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| TRUE WEALTH DESIGN, LLC | 07/16/2026 | 0 | $0 | -100.00% | 0.00% |
Kestrel Group Ltd. institutional Ownership - FAQ's
During the previous two years, 68 institutional investors and hedge funds held shares of Kestrel Group Ltd.. The most heavily invested institutionals were:
VANGUARD CAPITAL MANAGEMENT LLC: 265,625
BlackRock, Inc.: 182,911
Whitefort Capital Management, LP: 160,916
GEODE CAPITAL MANAGEMENT, LLC: 82,744
DIMENSIONAL FUND ADVISORS LP: 73,693
Russell Investments Group, Ltd.: 66,935
13.30% of Kestrel Group Ltd. stock is owned by institutional investors.
Institutional investors have bought a total of 4.85 M shares in the last 24 months. This purchase volume represents approximately $69.12 M in transactions.