Kinsale Capital Group, Inc.

Richmond, VA · CIK 1669162 · 13F filing filed 2026-05-06

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityKINSALE CAPITAL GROUP, INC. (US)

$623.9m reported value +3.6% vs Q4 2025

41positions

51.3%in top 10

0 new 39 added 1 reduced 0 sold out vs Q4 2025

This report includes the holdings of 1 other manager that shares the investment decisions:

Kinsale Insurance Co – reports through this filing

Shares in two reports are counted once in each security's totals.

Holdings, Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	326,312	$104.7m16.78%	16.78%	Unchanged
2	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	132,801	$79.4m12.72%	12.72%	Added +11.4k	+11,422 9.4%
3	WALMART INC COM WMT	WMT	168,264	$20.9m3.35%	3.35%	Added +5.7k	+5,708 3.5%
4	JOHNSON & JOHNSON COM JNJ	JNJ	77,002	$18.8m3.02%	3.02%	Added +3.2k	+3,239 4.4%
5	EXXON MOBIL CORP COM XOM	XOM	108,338	$18.4m2.95%	2.95%	Added +3.9k	+3,860 3.7%
6	JPMORGAN CHASE & CO COM JPM	JPM	59,195	$17.4m2.79%	2.79%	Added +2.4k	+2,438 4.3%
7	WILLIAMS COS INC COM WMB	WMB	217,619	$15.8m2.54%	2.54%	Added +9.5k	+9,546 4.6%
8	PHILIP MORRIS INTL INC COM PM	PM	95,597	$15.8m2.53%	2.53%	Added +3.9k	+3,874 4.2%
9	MCKESSON CORP COM MCK	MCK	17,148	$14.8m2.38%	2.38%	Added +637	+637 3.9%
10	SCHWAB CHARLES CORP COM SCHW	SCHW	150,470	$14.1m2.27%	2.27%	Added +6.0k	+5,960 4.1%
11	APPLE INC COM AAPL	AAPL	55,430	$14.1m2.25%	2.25%	Added +2.6k	+2,568 4.9%
12	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	29,339	$14.1m2.25%	2.25%	Added +1.3k	+1,345 4.8%
13	VISA INC COM CL A V	V	43,891	$13.3m2.13%	2.13%	Added +2.1k	+2,149 5.2%
14	AMGEN INC COM AMGN	AMGN	37,511	$13.2m2.12%	2.12%	Added +1.7k	+1,749 4.9%
15	WABTEC COM WAB	WAB	52,683	$13.2m2.11%	2.11%	Added +1.8k	+1,838 3.6%
16	TEXAS INSTRS INC COM TXN	TXN	61,933	$12.0m1.93%	1.93%	Added +3.1k	+3,085 5.2%
17	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	190,863	$11.6m1.86%	1.86%	Added +11.5k	+11,499 6.4%
18	MICROSOFT CORP COM MSFT	MSFT	31,057	$11.5m1.84%	1.84%	Added +1.6k	+1,626 5.5%
19	MCDONALDS CORP COM MCD	MCD	36,879	$11.5m1.84%	1.84%	Added +1.9k	+1,920 5.5%
20	PROGRESSIVE CORP COM PGR	PGR	57,361	$11.4m1.82%	1.82%	Added +6.0k	+5,997 11.7%
21	HOME DEPOT INC COM HD	HD	33,498	$11.0m1.77%	1.77%	Added +1.8k	+1,821 5.8%
22	CHEVRON CORP NEW COM CVX	CVX	53,155	$11.0m1.76%	1.76%	Added +3.0k	+2,995 6.0%
23	PACCAR INC COM PCAR	PCAR	93,821	$10.8m1.74%	1.74%	Added +5.3k	+5,275 6.0%
24	MARRIOTT INTL INC NEW CL A MAR	MAR	32,463	$10.6m1.70%	1.70%	Added +1.7k	+1,702 5.5%
25	GRAINGER W W INC COM GWW	GWW	9,107	$9.9m1.59%	1.59%	Added +400	+400 4.6%
26	ARCH CAP GROUP LTD ORD ACGL	ACGL	100,227	$9.6m1.54%	1.54%	Added +4.6k	+4,599 4.8%
27	OLD DOMINION FREIGHT LINE IN COM ODFL	ODFL	49,140	$9.6m1.54%	1.54%	Added +6.8k	+6,798 16.1%
28	AUTOZONE INC COM AZO	AZO	2,825	$9.5m1.53%	1.53%	Added +133	+133 4.9%
29	UNITEDHEALTH GROUP INC COM UNH	UNH	33,953	$9.2m1.47%	1.47%	Added +2.2k	+2,159 6.8%
30	DISNEY WALT CO COM DIS	DIS	94,501	$9.1m1.46%	1.46%	Added +5.6k	+5,586 6.3%
31	STEEL DYNAMICS INC COM STLD	STLD	50,558	$9.1m1.46%	1.46%	Added +2.5k	+2,482 5.2%
32	MARSH & MCLENNAN COS INC COM MRSH	MRSH	49,490	$8.6m1.38%	1.38%	Added +3.3k	+3,284 7.1%
33	PULTE GROUP INC COM PHM	PHM	72,686	$8.5m1.37%	1.37%	Added +3.5k	+3,450 5.0%
34	SYNOPSYS INC COM SNPS	SNPS	20,495	$8.1m1.30%	1.30%	Added +1.1k	+1,148 5.9%
35	DOLLAR GEN CORP NEW COM DG	DG	66,306	$7.9m1.26%	1.26%	Added +3.2k	+3,169 5.0%
36	ORACLE CORP COM ORCL	ORCL	46,579	$6.9m1.10%	1.10%	Reduced -29.8k	-29,778 -39.0%
37	CARMAX INC COM KMX	KMX	146,993	$6.1m0.98%	0.98%	Added +25.9k	+25,850 21.3%
38	SHERWIN WILLIAMS CO COM SHW	SHW	18,450	$5.9m0.95%	0.95%	Added +3.6k	+3,622 24.4%
39	COPART INC COM CPRT	CPRT	174,026	$5.8m0.93%	0.93%	Added +18.2k	+18,180 11.7%
40	CARLISLE COS INC COM CSL	CSL	17,312	$5.8m0.93%	0.93%	Added +1.2k	+1,221 7.6%
41	FACTSET RESH SYS INC COM FDS	FDS	22,418	$4.9m0.78%	0.78%	Added +4.7k	+4,669 26.3%