As of the latest SEC filings, Kestrel Group Ltd (KG) is held by 83 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $2,001,315.60 in market value, representing a significant portion of its portfolio.
Funds holding Kestrel Group Ltd (KG)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- KG
- CIK:
- 0002055116
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $2,001,315.60 | 185,307 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $752,932.80 | 69,716 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.00% | $681,728.40 | 63,123 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $546,083.37 | 35,483 | Feb 28, 2026 | Apr 24, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.00% | $253,031.04 | 26,032 | Apr 30, 2026 | Jun 26, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $221,277.42 | 14,378 | Feb 28, 2026 | Apr 24, 2026 |
|
RSCRX
U.S. Small Cap Equity Fund
|
MF | Russell Investments | 0.02% | $211,546.08 | 21,764 | Apr 30, 2026 | Jun 22, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.00% | $204,579.27 | 13,293 | Feb 28, 2026 | Apr 28, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $200,154.24 | 20,592 | Apr 30, 2026 | Jun 24, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.00% | $186,818.40 | 17,298 | Mar 31, 2026 | May 28, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $154,069.29 | 10,011 | Feb 28, 2026 | Apr 24, 2026 |
|
FNCMX
Fidelity Nasdaq Composite Index Fund
|
MF | Fidelity | 0.00% | $118,856.97 | 7,723 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $115,444.44 | 11,877 | Apr 30, 2026 | Jun 24, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $98,638.56 | 10,148 | Apr 30, 2026 | Jun 29, 2026 |
|
DFEOX
U.S. CORE EQUITY 1 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $96,471.00 | 9,925 | Apr 30, 2026 | Jun 24, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.01% | $72,349.20 | 6,699 | Mar 31, 2026 | May 28, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.00% | $65,668.32 | 6,756 | Apr 30, 2026 | Jun 25, 2026 |
|
RIFBX
U.S. Small Cap Equity Fund
|
MF | Russell Investments | 0.03% | $62,208.00 | 5,760 | Mar 31, 2026 | May 18, 2026 |
|
VBINX
VANGUARD BALANCED INDEX FUND
|
MF | Vanguard | 0.00% | $48,826.80 | 4,521 | Mar 31, 2026 | May 28, 2026 |
|
DFAC
Dimensional U.S. Core Equity 2 ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $36,936.00 | 3,800 | Apr 30, 2026 | Jun 29, 2026 |
|
DFQTX
U.S. CORE EQUITY 2 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $36,459.72 | 3,751 | Apr 30, 2026 | Jun 24, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.00% | $35,013.60 | 3,242 | Mar 31, 2026 | May 28, 2026 |
|
-
Master Small Cap Index Series
|
ETF | Independent / Boutique | 0.00% | $31,827.60 | 2,947 | Mar 31, 2026 | May 28, 2026 |
|
VTWG
VANGUARD RUSSELL 2000 GROWTH INDEX FUND
|
ETF | Vanguard | 0.00% | $29,918.16 | 1,944 | Feb 28, 2026 | Apr 28, 2026 |
|
-
EQ/2000 Managed Volatility Portfolio
|
ETF | Independent / Boutique | 0.00% | $27,594.00 | 2,555 | Mar 31, 2026 | May 26, 2026 |
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