Bigelow Investment Advisors, LLC KEX β€” KIRBY CORP

Ownership history in Bigelow Investment Advisors, LLC  Β·  2 quarters on record

AI Ownership Summary

Bigelow Investment Advisors, LLC reported KIRBY CORP (KEX) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.12% in 2026 Q1. The latest visible filing shows KEX at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this KEX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bigelow Investment Advisors, LLC's position in KIRBY CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

KEX was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bigelow Investment Advisors, LLC held KEX β€” position size vs. price
% of Fund (quarterly)    KEX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 2,205 -73 -3.2% 0.12% $293K 2026-04-23 $150.85
2025 Q4 INITIATED β€” β€” β€” 2,278 β€” β€” 0.10% $251K 2026-01-28 $128.13

FAQ About Bigelow Investment Advisors, LLC and KEX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bigelow Investment Advisors, LLC reported owning KEX?

Bigelow Investment Advisors, LLC reported KEX across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported KEX position in Bigelow Investment Advisors, LLC's portfolio?

The largest reported portfolio weight for KEX was 0.12% in 2026 Q1.

What is the latest reported KEX position on this page?

The most recent filing on this page is 2026 Q1, when Bigelow Investment Advisors, LLC reported 2,205 shares, equal to 0.12% of portfolio, with an estimated market value of $293K.

What does the chart on this KEX ownership page compare?

The chart compares Bigelow Investment Advisors, LLC's quarterly KEX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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