Kovitz Investment Group Partners, LLC Incresed Positions in Q3 2024

Kovitz Investment Group Partners, LLC

  • $15 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
WRB
Berkley W R Corp

Financial Services
12.6K
+ 112.78%
$51.54 - $79.62 $651K - $1.01M
23.8K $1.35M
FAST
Fastenal CO

Industrials
5.73K
+ 91.81%
$62.09 - $71.83 $356K - $412K
12K $855K
WDAY
Workday, Inc.

Technology
1.57K
+ 43.38%
$207.75 - $264.68 $327K - $416K
5.2K $1.27M
JCI
Johnson Controls International PLC

Industrials
3.19K
+ 16.94%
$65.52 - $77.61 $209K - $248K
22K $1.71M
MTD
Mettler Toledo International Inc

Healthcare
275
+ 64.1%
$1308.0 - $1521.03 $360K - $418K
704 $1.06M
ORI
Old Republic International Corp

Financial Services
11.2K
+ 99.17%
$29.89 - $35.9 $334K - $401K
22.4K $794K
CSL
Carlisle Companies Inc

Industrials
653
+ 19.88%
$376.5 - $449.34 $246K - $293K
3.94K $1.77M
VRSK
Verisk Analytics, Inc.

Industrials
1.67K
+ 30.21%
$260.31 - $285.99 $434K - $477K
7.19K $1.93M
XAR
Spdr S&P Aerospace & Defense E

ETFs
2.49K
+ 102.13%
$139.03 - $157.34 $346K - $392K
4.93K $776K
ENPH
Enphase Energy, Inc.

Technology
2.05K
+ 13.42%
$95.77 - $123.65 $196K - $253K
17.3K $1.95M
TKR
Timken CO

Industrials
3.98K
+ 19.56%
$78.36 - $87.89 $312K - $350K
24.3K $2.05M
TRMB
Trimble Inc.

Technology
3.36K
+ 9.8%
$49.82 - $62.06 $168K - $209K
37.7K $2.34M
TOL
Toll Brothers, Inc.

Consumer Cyclical
792
+ 10.64%
$109.16 - $155.35 $86.5K - $123K
8.24K $1.27M
TTD
Trade Desk, Inc.

Technology
2.81K
+ 31.9%
$83.08 - $110.79 $233K - $311K
11.6K $1.27M
CINF
Cincinnati Financial Corp

Financial Services
2.15K
+ 32.21%
$115.7 - $138.2 $249K - $297K
8.82K $1.2M
ROK
Rockwell Automation, Inc

Industrials
1.74K
+ 20.49%
$248.27 - $294.37 $432K - $512K
10.2K $2.75M
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.71K
+ 3.79%
$97.81 - $108.79 $167K - $186K
46.8K $5.09M
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.7K
+ 7.33%
$84.81 - $93.54 $229K - $253K
39.6K $3.64M
WSM
Williams Sonoma Inc

Consumer Cyclical
9.9K
+ 109.65%
$128.47 - $280.94 $1.27M - $2.78M
18.9K $2.93M
EQIX
Equinix Inc

Real Estate
53
+ 2.08%
$749.0 - $890.01 $39.7K - $47.2K
2.6K $2.31M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
218
+ 0.38%
$90.87 - $102.43 $19.8K - $22.3K
56.9K $5.62M
HUM
Humana Inc

Healthcare
1.59K
+ 61.6%
$310.25 - $404.52 $494K - $644K
4.18K $1.32M
DVN
Devon Energy Corp

Energy
15.9K
+ 49.64%
$37.87 - $48.65 $602K - $773K
47.9K $1.87M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.18K
+ 27.65%
$218.05 - $243.47 $257K - $287K
5.44K $1.33M
ENB
Enbridge Inc

Energy
5.81K
+ 27.4%
$35.27 - $41.18 $205K - $239K
27K $1.1M
HBAN
Huntington Bancshares Inc

Financial Services
21.4K
+ 131.56%
$12.84 - $15.15 $274K - $324K
37.6K $552K
F
Ford Motor CO

Consumer Cyclical
59.2K
+ 40.81%
$9.71 - $14.55 $574K - $861K
204K $2.16M
AWK
American Water Works Company, Inc.

Utilities
1.98K
+ 76.17%
$127.76 - $149.9 $253K - $297K
4.58K $670K
CMS
Cms Energy Corp

Utilities
2.91K
+ 26.25%
$58.7 - $70.62 $171K - $206K
14K $989K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.72K
+ 18.62%
$77.02 - $85.06 $209K - $231K
17.3K $1.46M
RL
Ralph Lauren Corp

Consumer Cyclical
1.46K
+ 62.02%
$158.53 - $197.61 $231K - $288K
3.81K $738K
XLY
Select Sector Spdr Consumer Di

ETFs
1.53K
+ 128.15%
$170.05 - $200.86 $259K - $306K
2.72K $544K
FLIN
Franklin Templeton ETF Tr

ETFs
2.51K
+ 2.41%
$39.24 - $42.42 $98.6K - $107K
107K $4.48M
DGX
Quest Diagnostics Inc

Healthcare
2.31K
+ 151.78%
$137.09 - $137.09 $316K - $316K
3.83K $524K
HYD
Vaneck High Yield Muni ETF

ETFs
1.48K
+ 0.92%
$51.46 - $53.07 $76.2K - $78.5K
163K $8.64M
UHS
Universal Health Services Inc

Healthcare
1.12K
+ 100.63%
$178.68 - $241.52 $200K - $271K
2.24K $512K
SPIB
Spdr Portfolio Intermediate Te

ETFs
6.67K
+ 12.19%
$32.36 - $33.78 $216K - $225K
61.4K $2.07M
SCHX
Schwab Strategic Tr Us Large C

ETFs
920
+ 1.47%
$61.11 - $67.85 $56.2K - $62.4K
63.4K $4.3M
EPD
Enterprise Products Partners L.P.

Energy
9.04K
+ 6.02%
$27.88 - $30.0 $252K - $271K
159K $4.63M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.45K
+ 14.43%
$111.9 - $124.28 $163K - $181K
11.5K $1.42M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
2.87K
+ 44.45%
$81.14 - $92.39 $232K - $265K
9.31K $826K
UGI
Ugi Corp

Utilities
2.26K
+ 2.22%
$22.23 - $25.05 $50.2K - $56.6K
104K $2.6M
AIZ
Assurant, Inc.

Financial Services
1.1K
+ 81.98%
$161.28 - $199.95 $178K - $220K
2.44K $485K
VTRS
Viatris Inc

Healthcare
19.7K
+ 105.95%
$10.32 - $12.13 $204K - $239K
38.4K $445K
RY
Royal Bank Of Canada

Financial Services
800
+ 10.03%
$105.65 - $124.73 $84.5K - $99.8K
8.78K $1.09M
GGG
Graco Inc

Industrials
1.44K
+ 10.65%
$77.82 - $87.64 $112K - $126K
15K $1.31M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.18K
+ 7.11%
$87.56 - $95.49 $104K - $113K
17.8K $1.7M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
5.02K
+ 65.99%
$38.03 - $42.06 $191K - $211K
12.6K $528K
EW
Edwards Lifesciences Corp

Healthcare
9.09K
+ 65.2%
$59.7 - $93.78 $543K - $853K
23K $1.52M
Activity Summary
Buys All Purchases 828 New Holdings 300 Increased Positions 528 Sells All Sells 208 Reductions 208 Sold out 0 Options Calls 2 Puts 1
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