Kovitz Investment Group Partners, LLC Sells in Q2 2025

Kovitz Investment Group Partners, LLC

  • $21.5 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AIZ
Assurant, Inc.

Financial Services
-151
- 6.19%
$179.73 - $211.56 $27.1K - $31.9K
2.29K $452K
TDY
Teledyne Technologies Inc

Technology
-133
- 21.95%
$435.54 - $512.31 $57.9K - $68.1K
473 $242K
DLB
Dolby Laboratories, Inc.

Industrials
-435
- 9.98%
$69.36 - $81.21 $30.2K - $35.3K
3.93K $291K
HLLY
Holley Inc.

Consumer Cyclical
-14.6K
- 30.44%
$1.77 - $2.57 $25.9K - $37.6K
33.4K $66K
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
-7.29K
- 6.45%
$29.61 - $35.32 $216K - $257K
106K $3.42M
OBNK
Origin Bancorp, Inc.

Financial Services
-1.73K
- 6.13%
N/A
26.4K $851K
GRMN
Garmin LTD

Technology
-125
- 3.7%
$173.63 - $218.07 $21.7K - $27.3K
3.26K $679K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
-2.6K
- 59.6%
$49.95 - $128.54 $130K - $334K
1.76K $219K
MKC
Mccormick & CO Inc

Consumer Defensive
-225
- 3.99%
$71.11 - $82.25 $16K - $18.5K
5.41K $410K
GUG
Guggenheim Active Allocation Fund

ETFs
-10.6K
- 5.41%
$13.98 - $15.75 $148K - $167K
185K $2.9M
DGRO
Ishares Core Dividend Growth E

ETFs
-2.04K
- 5.6%
$55.22 - $63.94 $113K - $131K
34.4K $2.2M
SUI
Sun Communities Inc

Real Estate
-360
- 13.28%
$114.62 - $132.25 $41.3K - $47.6K
2.35K $297K
SOXX
Ishares Semiconductor ETF

ETFs
-1.05K
- 26.52%
$154.86 - $239.07 $162K - $251K
2.91K $693K
LUV
Southwest Airlines CO

Industrials
-1.1K
- 8.5%
$24.04 - $34.36 $26.5K - $37.9K
11.9K $385K
GIL
Gildan Activewear Inc.

Consumer Cyclical
-2.56K
- 16.48%
$37.68 - $50.22 $96.5K - $129K
13K $638K
BIDU
Baidu, Inc.

Communication Services
-303
- 8.32%
$76.86 - $92.5 $23.3K - $28K
3.34K $286K
WAT
Waters Corp

Healthcare
-69
- 5.81%
$307.71 - $366.67 $21.2K - $25.3K
1.12K $390K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
-1.32K
- 20.45%
$65.42 - $80.7 $86.4K - $107K
5.14K $414K
IWR
Ishares Russell Mid Cap ETF

ETFs
-4.51K
- 8.44%
$74.88 - $91.97 $338K - $415K
48.9K $4.5M
HUBB
Hubbell Inc

Industrials
-328
- 28.45%
$315.94 - $408.41 $104K - $134K
825 $336K
WTFC
Wintrust Financial Corp

Financial Services
-895
- 15.54%
$95.17 - $124.21 $85.2K - $111K
4.87K $603K
FCNCA
First Citizens Bancshares Inc

Financial Services
-28
- 20.29%
$1561.69 - $1966.55 $43.7K - $55.1K
110 $215K
BLFY
Blue Foundry Bancorp

Financial Services
-4.5K
- 31.03%
$8.56 - $10.2 $38.5K - $45.9K
10K $95K
FLC
Flaherty & Crumrine Total Return Fund Inc

Financial Services
-2.79K
- 5.4%
$15.35 - $17.0 $42.9K - $47.5K
48.9K $831K
EXLS
Exl Service Holdings, Inc.

Technology
-71
- 0.74%
$41.85 - $48.48 $2.97K - $3.44K
9.57K $419K
IYH
Ishares Tr

ETFs
-281
- 6.94%
$53.97 - $60.17 $15.2K - $16.9K
3.77K $212K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-1.01K
- 25.69%
$60.22 - $80.1 $60.8K - $80.8K
2.92K $233K
PTC
Ptc Inc.

Technology
-373
- 20.35%
$136.74 - $173.24 $51K - $64.6K
1.46K $251K
VEEV
Veeva Systems Inc

Healthcare
-511
- 25.25%
$209.39 - $289.94 $107K - $148K
1.51K $435K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
-7.19K
- 14.55%
$7.19 - $8.75 $51.7K - $62.9K
42.2K $369K
BY
Byline Bancorp, Inc.

Financial Services
-2.29K
- 4.59%
$23.25 - $27.19 $53.3K - $62.3K
47.7K $1.28M
TRIN
Trinity Capital Inc.

Financial Services
-787
- 4.07%
$13.53 - $15.52 $10.6K - $12.2K
18.6K $261K
CSGP
Costar Group, Inc.

Real Estate
-505
- 6.18%
$72.62 - $83.22 $36.7K - $42K
7.66K $616K
KKR
Kkr & Co. Inc.

Financial Services
-6.39K
- 13.58%
$92.79 - $134.29 $592K - $857K
40.6K $5.41M
MGEE
Mge Energy Inc

Utilities
-33
- 0.59%
$86.85 - $93.48 $2.87K - $3.08K
5.56K $491K
VICI
Vici Properties Inc.

Real Estate
-855
- 11.42%
$29.41 - $32.97 $25.1K - $28.2K
6.63K $216K
GL
Globe Life Inc.

Financial Services
-12
- 0.33%
$113.29 - $133.09 $1.36K - $1.6K
3.6K $447K
TER
Teradyne, Inc

Technology
-1.45K
- 10.19%
$67.96 - $91.05 $98.7K - $132K
12.8K $1.15M
PRCT
Procept Bio Robotics Corp

Healthcare
-25
- 0.07%
$48.82 - $65.05 $1.22K - $1.63K
36.8K $2.12M
MKL
Markel Corp

Financial Services
-25
- 13.09%
$1678.5 - $1997.36 $42K - $49.9K
166 $331K
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
-2.68K
- 9.63%
$55.24 - $68.55 $148K - $184K
25.2K $1.7M
ZION
Zions Bancorporation, National Association

Financial Services
-670
- 12.43%
$41.39 - $51.94 $27.7K - $34.8K
4.72K $245K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-2K
- 3.82%
$10.79 - $14.14 $21.5K - $28.2K
50.3K $689K
CLOI
Vaneck ETF Tr

ETFs
-590
- 0.6%
$51.16 - $53.02 $30.2K - $31.3K
97.4K $5.16M
XSW
Spdr S&P Software & Services E

ETFs
-506
- 19.85%
$141.65 - $189.82 $71.7K - $96K
2.04K $387K
HLN
Haleon PLC

Healthcare
-1.96K
- 14.14%
$9.27 - $11.41 $18.2K - $22.4K
11.9K $123K
SPG
Simon Property Group Inc

Real Estate
-72
- 4.75%
$140.37 - $171.44 $10.1K - $12.3K
1.44K $232K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-27
- 1.02%
$86.97 - $102.82 $2.35K - $2.78K
2.61K $250K
ACGL
Arch Capital Group Ltd.

Financial Services
-28
- 0.92%
$84.99 - $96.82 $2.38K - $2.71K
3.01K $274K
Activity Summary
Buys All Purchases 839 New Holdings 170 Increased Positions 669 Sells All Sells 459 Reductions 459 Sold out 0 Options Calls 1 Puts 5
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