Go Pro
→ Trump Takes Emergency Action - Plus Elon Musk's New Venture (From Altimetry) (Ad)tc pixel Free KWY Stock Alerts

Kingsway Financial Services (KWY) Institutional Ownership

Kingsway Financial Services logo
$10.43 +0.12 (+1.16%)
As of 06/30/2026 03:58 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Kingsway Financial Services (NYSE:KWY)

Current
Institutional Ownership
Percentage
72.38%
Number of
Institutional Buyers
(last 12 months)
32
Total
Institutional Inflows
(last 12 months)
$53.10M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$2.77M
Get KWY Insider Trade Alerts

Want to know when executives and insiders are buying or selling Kingsway Financial Services stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

KWY Institutional Buying and Selling by Quarter

Kingsway Financial Services Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026Bank of America Corp DE46,605$486K0.0%+6.7%0.161%
5/15/2026Waverly Advisors LLC125,000$1.30M0.0%N/A0.432%
5/14/2026Renaissance Technologies LLC319,670$3.33M0.0%+22.3%1.104%
5/5/2026Bank of New York Mellon Corp42,032$438K0.0%-4.7%0.145%
4/24/2026Capricorn Fund Managers Ltd1,784,893$18.62M2.9%N/A6.165%
2/19/2026Invesco Ltd.19,839$267K0.0%+10.7%0.069%
2/17/2026Russell Investments Group Ltd.5,048$68K0.0%-44.5%0.017%
2/17/2026State of Wisconsin Investment Board17,500$235K0.0%N/A0.060%
2/16/2026Squarepoint Ops LLC45,158$607K0.0%N/A0.156%
2/16/2026Barclays PLC32,931$443K0.0%+9.0%0.114%
2/16/2026Bard Associates Inc.279,074$3.75M1.0%-0.5%0.964%
2/13/2026Stifel Financial Corp78,250$1.05M0.0%+174.6%0.270%
2/13/2026State Street Corp286,318$3.85M0.0%+4.4%0.989%
2/13/2026Greenhaven Road Investment Management L.P.1,884,529$25.35M4.2%+43.8%6.507%
2/13/2026Wells Fargo & Company MN23,077$310K0.0%+78.1%0.080%
2/12/2026Jane Street Group LLC31,192$420K0.0%+101.7%0.108%
2/12/2026Renaissance Technologies LLC261,380$3.52M0.0%-3.7%0.903%
2/12/2026Informed Momentum Co LLC43,088$580K0.1%-32.5%0.149%
2/12/2026Steward Partners Investment Advisory LLC48,449$652K0.0%+2,045.7%0.167%
2/11/2026Deutsche Bank AG17,669$238K0.0%+9.8%0.061%
2/11/2026O Shaughnessy Asset Management LLC18,608$250K0.0%-43.0%0.064%
2/10/2026Goldman Sachs Group Inc.48,289$649K0.0%-62.7%0.167%
2/9/2026Geode Capital Management LLC470,407$6.33M0.0%+2.2%1.624%
1/27/2026Belpointe Asset Management LLC356,411$4.79M0.2%-4.3%1.231%
12/15/2025Mirabella Financial Services LLP2,189,905$32.02M2.7%+13.2%7.562%
11/17/2025Mirabella Financial Services LLP2,189,905$32.02M1.0%+13.2%7.563%
11/17/2025Bank of America Corp DE32,329$473K0.0%-7.6%0.112%
11/17/2025Bard Associates Inc.280,490$4.10M1.1%-1.3%0.969%
11/17/2025Alliancebernstein L.P.14,960$219K0.0%+17.2%0.052%
11/13/2025BNP Paribas Financial Markets4,141$61K0.0%+143.7%0.014%
11/13/2025Russell Investments Group Ltd.9,093$133K0.0%+170.2%0.031%
11/13/2025Private Advisor Group LLC10,912$160K0.0%-9.9%0.038%
11/7/2025Vanguard Group Inc.948,838$13.87M0.0%+12.5%3.286%
11/6/2025Rhumbline Advisers26,495$387K0.0%+2.9%0.092%
11/3/2025Belpointe Asset Management LLC372,361$5.44M0.2%-3.3%1.290%
10/28/2025Ritholtz Wealth Management18,951$277K0.0%N/A0.066%
9/4/2025Osaic Holdings Inc.6,925$94K0.0%+17.2%0.024%
8/15/2025Tower Research Capital LLC TRC 3,809$52K0.0%+220.9%0.013%
8/15/2025Bank of America Corp DE34,992$474K0.0%+4.8%0.121%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.9,924$134K0.0%+27.4%0.034%
Stranded On The Flood Plains of History (Ad)

The petrodollar arrangement that Kissinger brokered in 1974 officially expired in June 2024. China has slashed U.S. Treasury holdings by 45% from peak, and central banks are swapping dollars for gold at the fastest pace since the Cold War. Porter Stansberry believes Trump is channeling more than $3 trillion toward securing the minerals, chips, and infrastructure that make AI possible - and companies at those chokepoints like Vertiv (up 500%), GE Vernova (up 700%), and Arista Networks (up 750%) are already moving. Porter's new briefing names one asset to buy today plus five stocks positioned at the narrowest chokepoints of what he calls the Silicon Dollar.tc pixel

Read Porter's full briefing and get the ticker names today
8/14/20251060 Capital LLC75,400$1.02M2.1%N/A0.261%
8/13/2025Greenhaven Road Investment Management L.P.1,310,536$17.75M6.1%+73.4%4.539%
8/13/2025Mirabella Financial Services LLP1,934,586$26.19M2.7%+10.4%6.701%
8/12/2025Ameritas Investment Partners Inc.1,851$25K0.0%+110.6%0.006%
8/12/2025Rhumbline Advisers25,754$349K0.0%+149.4%0.089%
8/12/2025Legal & General Group Plc2,009$27K0.0%+66.2%0.007%
8/12/2025JPMorgan Chase & Co.8,568$116K0.0%-56.3%0.030%
8/8/2025Intech Investment Management LLC10,406$141K0.0%N/A0.038%
8/8/2025Police & Firemen s Retirement System of New Jersey3,108$42K0.0%N/A0.011%
8/8/2025Geode Capital Management LLC426,836$5.78M0.0%+20.2%1.550%
7/31/2025Nisa Investment Advisors LLC1,918$26K0.0%N/A0.007%
7/22/2025Belpointe Asset Management LLC385,058$5.21M0.2%-5.8%1.398%
6/27/2025Goldman Sachs Group Inc.102,386$811K0.0%+11.2%0.372%
5/29/2025Rhumbline Advisers10,327$82K0.0%-14.7%0.038%
5/20/2025Belpointe Asset Management LLC408,855$3.24M0.2%-0.7%1.485%
5/19/2025Jane Street Group LLC18,811$149K0.0%N/A0.068%
5/16/2025Goldman Sachs Group Inc.102,386$811K0.0%+11.2%0.372%
5/12/2025Nuveen LLC17,555$139K0.0%N/A0.064%
5/12/2025Virtu Financial LLC16,607$132K0.0%N/A0.060%
5/5/2025Greenhaven Road Investment Management L.P.755,645$5.99M2.4%+47.9%2.744%
5/5/2025Private Advisor Group LLC13,362$106K0.0%+9.5%0.049%
4/8/2025Rhumbline Advisers10,327$82K0.0%-14.7%0.038%
2/17/2025Janus Henderson Group PLC12,770$107K0.0%-15.1%0.046%
2/17/2025Bridgeway Capital Management LLC49,000$410K0.0%N/A0.178%
2/17/2025Citadel Advisors LLC17,213$144K0.0%N/A0.062%
2/17/2025Bank of America Corp DE12,334$103K0.0%+36.5%0.045%
2/14/2025Northern Trust Corp141,751$1.19M0.0%+9.8%0.514%
2/14/2025Stilwell Value LLC6,700,527$56.08M42.7%-8.5%24.304%
2/14/2025Mirabella Financial Services LLP1,600,000$13.39M1.2%N/A5.803%
2/14/2025Dimensional Fund Advisors LP89,411$748K0.0%+14.5%0.324%
2/14/2025Greenhaven Road Investment Management L.P.511,060$4.28M0.7%+0.3%1.854%
2/13/2025Marshall Wace LLP10,642$89K0.0%-22.5%0.039%
2/13/2025Belpointe Asset Management LLC411,893$3.42M0.2%-0.6%1.494%
2/13/2025Barclays PLC20,126$169K0.0%+10.2%0.073%
2/13/2025Townsquare Capital LLC12,894$108K0.0%N/A0.047%
2/13/2025Renaissance Technologies LLC263,715$2.21M0.0%-3.6%0.957%
2/13/2025Wells Fargo & Company MN5,937$50K0.0%+50.0%0.022%
2/12/2025Geode Capital Management LLC345,539$2.89M0.0%-0.5%1.253%
2/12/2025JPMorgan Chase & Co.46,627$390K0.0%+63.4%0.169%
2/7/2025Sequoia Financial Advisors LLC23,586$197K0.0%-29.6%0.086%
2/6/2025Bard Associates Inc.296,059$2.48M0.8%+2.8%1.074%
2/4/2025Bank of New York Mellon Corp26,309$220K0.0%-17.8%0.095%
2/3/2025Private Advisor Group LLC12,208$102K0.0%N/A0.044%
1/30/2025Rhumbline Advisers12,104$101K0.0%-12.5%0.044%
12/26/2024JPMorgan Chase & Co.28,532$236K0.0%+368.2%0.103%
11/19/2024Barclays PLC18,269$150K0.0%+325.5%0.066%
11/16/2024Geode Capital Management LLC347,235$2.88M0.0%+2.0%1.259%
11/15/2024Barclays PLC18,269$150K0.0%+325.5%0.066%
11/15/2024Jane Street Group LLC10,103$84K0.0%-42.0%0.037%
11/15/2024State Street Corp151,477$1.25M0.0%+4.8%0.549%
SpaceX IPO hides a much bigger story (Ad)

The SpaceX IPO could be the biggest in history at $1.75 trillion - but the real story isn't the IPO itself. Elon believes what Michael Robinson calls 'Project Unlimited' could unlock $100 trillion in potential growth. One little-known company sits at the center of it all, and most investors have no idea it exists. Position yourself before this company potentially hits the front page.tc pixel

Click here to see the details before the crowd catches on
11/13/2024BNP Paribas Financial Markets6,526$54K0.0%+36.4%0.024%
11/6/2024Bard Associates Inc.288,113$2.39M0.8%+0.6%1.036%
8/16/2024Annandale Capital LLC128,200$1.06M0.2%+2.6%0.459%
8/9/2024DHK Financial Advisors Inc.36,803$303K0.2%N/A0.132%
8/9/2024Renaissance Technologies LLC273,815$2.26M0.0%-0.9%0.981%
8/9/2024Dimensional Fund Advisors LP18,415$152K0.0%-32.0%0.066%
8/2/2024Belpointe Asset Management LLC413,593$3.41M0.2%+0.9%1.462%
8/1/2024Rhumbline Advisers12,352$102K0.0%+25.8%0.044%
7/26/2024Bank of New York Mellon Corp37,793$311K0.0%+21.9%0.134%
5/21/2024Swedbank AB250,000$2.09M0.0%N/A0.895%


KWY Institutional Ownership - Frequently Asked Questions

During the previous two years, 53 institutional investors and hedge funds held shares of Kingsway Financial Services. The most heavily invested institutionals were Stilwell Value LLC ($56.08M), Mirabella Financial Services LLP ($32.02M), Greenhaven Road Investment Management L.P. ($25.35M), Capricorn Fund Managers Ltd ($18.62M), Vanguard Group Inc. ($13.87M), Geode Capital Management LLC ($6.33M), and Belpointe Asset Management LLC ($4.79M).Learn more on Kingsway Financial Services' institutional investors.

72.38% of Kingsway Financial Services' stock is owned by institutional investors. Learn more on KWY's institutional investor holdings.

Of the 47 institutional investors that purchased Kingsway Financial Services' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Mirabella Financial Services LLP ($2.29M), Capricorn Fund Managers Ltd ($1.78M), Greenhaven Road Investment Management L.P. ($1.38M), Waverly Advisors LLC ($125K), Vanguard Group Inc. ($105.08K), Geode Capital Management LLC ($88.80K), and 1060 Capital LLC ($75.40K).

Institutional investors have bought a total of 4,328,215 shares in the last 24 months. This purchase volume represents approximately $53.10M in transactions.

Of the 11 institutional investors that sold Kingsway Financial Services' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Goldman Sachs Group Inc. ($81.07K), Belpointe Asset Management LLC ($52.44K), Informed Momentum Co LLC ($20.73K), O Shaughnessy Asset Management LLC ($14.04K), JPMorgan Chase & Co. ($11.03K), Renaissance Technologies LLC ($10.04K), and Bard Associates Inc. ($5.10K).

Institutional investors have sold a total of 204,392 shares in the last 24 months. This volume of shares sold represents approximately $2.77M in transactions.


Related Companies

This page (NYSE:KWY) was last updated on 7/1/2026 by MarketBeat.com Staff.
From Our Partners
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Better than SpaceX? Grab this ticker instead.
Larry Benedict generated $274 million for his clients by finding the trades most investors missed. Now he says...
Brownstone Research | Sponsoredtc pixel
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
Buy this stock today
Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to mo...
Chaikin Analytics | Sponsoredtc pixel