KINSALE CAP GROUP INC KNSL
COM · Common Stock · CUSIP 49714P108 · ISIN US49714P1084
- SectorFinancials
- IndustryFire, Marine & Casualty Insurance
- HeadquartersRichmond, VA
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($24.7m this quarter). Holder counts are more reliable. Shares outstanding: 22.8m as of 2026-07-17, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $330.09. Options: 12 managers hold calls ($63.1m notional), 7 hold puts ($26.6m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 347 |
| Q4 2022 | 386 |
| Q1 2023 | 390 |
| Q2 2023 | 434 |
| Q3 2023 | 451 |
| Q4 2023 | 483 |
| Q1 2024 | 538 |
| Q2 2024 | 517 |
| Q3 2024 | 540 |
| Q4 2024 | 583 |
| Q1 2025 | 600 |
| Q2 2025 | 600 |
| Q3 2025 | 585 |
| Q4 2025 | 596 |
| Q1 2026 | 577 |
| Q2 2026 | 593 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 251 | 236 |
| Q4 2024 | 294 | 224 |
| Q1 2025 | 318 | 237 |
| Q2 2025 | 282 | 271 |
| Q3 2025 | 277 | 283 |
| Q4 2025 | 239 | 313 |
| Q1 2026 | 271 | 298 |
| Q2 2026 | 272 | 306 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $42.7m | $30.5m | 0.72 |
| Q4 2025 | $23.4m | $30.7m | 1.31 |
| Q1 2026 | $25.8m | $33.1m | 1.28 |
| Q2 2026 | $63.1m | $26.6m | 0.42 |
Biggest buyers
| BAMCO INC /NY/ | Added | +636.2k |
| GOLDMAN SACHS GROUP INC | Added | +201.6k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +199.8k |
| CITADEL ADVISORS LLC | New | +170.8k |
| HRT FINANCIAL LP | Added | +142.5k |
| T. Rowe Price Investment Management, Inc. | New | +129.5k |
| TIMUCUAN ASSET MANAGEMENT INC/FL | Added | +104.3k |
| AQR CAPITAL MANAGEMENT LLC | Added | +94.0k |
| Caisse de depot et placement du Quebec | New | +79.7k |
| BARCLAYS PLC | Added | +61.0k |
Biggest sellers
| FIRST MANHATTAN CO. LLC. | Reduced | -427.7k |
| Life Cycle Investment Partners Ltd | Reduced | -144.3k |
| BlackRock, Inc. | Reduced | -138.5k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | Sold out | -138.0k |
| Spyglass Capital Management LLC | Sold out | -137.0k |
| Stephens Investment Management Group LLC | Sold out | -123.0k |
| Champlain Investment Partners, LLC | Reduced | -107.8k |
| DF DENT & CO INC | Reduced | -88.3k |
| BANK OF AMERICA CORP /DE/ | Reduced | -74.9k |
| MORGAN STANLEY | Reduced | -74.5k |
Biggest calls
| GROUP ONE TRADING LLC | New | $38.1m115.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $7.3m22.0k shares |
| JANE STREET GROUP, LLC | Added | $4.9m15.0k shares |
| Squarepoint Ops LLC | Added | $3.3m9.9k shares |
| CITADEL ADVISORS LLC | Reduced | $3.0m9.2k shares |
| IMC-Chicago, LLC | Reduced | $2.4m7.2k shares |
| Twin Tree Management, LP | Reduced | $1.4m4.3k shares |
| D. E. Shaw & Co., Inc. | New | $1.2m3.7k shares |
| SIMPLEX TRADING, LLC | Added | $593.7k1.8k shares |
| TUDOR INVESTMENT CORP ET AL | Added | $461.7k1.4k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $13.0m39.5k shares |
| CITADEL ADVISORS LLC | Added | $7.0m21.2k shares |
| IMC-Chicago, LLC | Reduced | $3.3m10.0k shares |
| Squarepoint Ops LLC | New | $1.4m4.2k shares |
| JANE STREET GROUP, LLC | Reduced | $1.3m3.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $527.7k1.6k shares |
| Walleye Capital LLC | Reduced | $131.9k400 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BAMCO INC /NY/ 13G · institution +2.0 pts · filed 2026-06-03 | 10.7% |
| Capital World Investors 13G · institution new · filed 2026-05-14 | 5.7% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-07-31 | 5.0% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 4 | $3.8m | — |
| Q1 2025 | 0 | — | 3 | $2.9m | — |
| Q2 2025 | 0 | — | 2 | $1.6m | — |
| Q3 2025 | 0 | — | 1 | $2.3m | $2.3m |
| Q4 2025 | 1 | $1.0m | 0 | — | — |
| Q1 2026 | 0 | — | 3 | $3.8m | — |
| Q2 2026 | 1 | $100.3k | 2 | $6.9m | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-06-08 | Tangard Christopher R. SVP, Chief Accounting Officer · Held in Spouse's IRA | Bought | $100.3k330 shares |
| 2026-05-26 | Allibhai Salmaan K. Chief Analytics & Tech Officer | Sold | $77.8k250 shares |
| 2026-05-05 | Kehoe Michael P Chairman President and CEO, director | Sold | $6.8m22.6k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BAMCO INC /NY/ 1.32% of their portfolio | 2.7m $878.6m | Added +636.2k |
| BlackRock, Inc. 0.01% of their portfolio | 2.0m $671.5m | Reduced -138.5k |
| Capital World Investors 0.05% of their portfolio | 1.3m $422.1m | Reduced -31.4k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 988.5k $326.0m | Added +2.1k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 909.8k $300.1m | Reduced -21.4k |
| STATE STREET CORP 0.01% of their portfolio | 718.3k $236.9m | Added +26.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 653.3k $217.6m | Reduced -8.0k |
| DAVENPORT & Co LLC 0.90% of their portfolio | 533.2k $176.4m | Reduced -3.8k |
| MORGAN STANLEY 0.01% of their portfolio | 518.0k $170.8m | Reduced -74.5k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 455.8k $151.7m | Added +26.1k |
| Life Cycle Investment Partners Ltd 0.65% of their portfolio | 420.0k $138.5m | Reduced -144.3k |
| TURTLE CREEK ASSET MANAGEMENT INC. 5.14% of their portfolio | 399.1k $131.6m | Reduced -12.1k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 355.0k $117.1m | Added +55.2k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.05% of their portfolio | 308.7k $101.8m | Added +199.8k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.29% of their portfolio | 286.7k $94.6m | Reduced -42.0k |
| TIMUCUAN ASSET MANAGEMENT INC/FL 3.46% of their portfolio | 285.4k $94.1m | Added +104.3k |
| Maren Capital LLC 4.30% of their portfolio | 281.5k $92.8m | Added +11.4k |
| Invesco Ltd. 0.01% of their portfolio | 255.8k $84.3m | Reduced -12.3k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 251.2k $82.9m | Added +201.6k |
| NORGES BANK 0.01% of their portfolio | 246.0k $81.1m | Not comparable |
| MILLENNIUM MANAGEMENT LLC 0.05% of their portfolio | 240.9k $79.4m | Added +19.2k |
| Giverny Capital Inc. 2.67% of their portfolio | 240.7k $79.4m | Added +21.8k |
| GENEVA CAPITAL MANAGEMENT LLC 1.73% of their portfolio | 229.1k $75.6m | Reduced -58.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 210.6k $69.5m | Reduced -74.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 199.7k $65.9m | Added +14.3k |
| FIRST MANHATTAN CO. LLC. 0.16% of their portfolio | 188.4k $62.1m | Reduced -427.7k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 186.1k $61.4m | Reduced -5.6k |
| RIVERBRIDGE PARTNERS LLC 1.71% of their portfolio | 185.5k $61.2m | Reduced -60.7k |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 170.8k $56.3m | New |
| HRT FINANCIAL LP 0.13% of their portfolio | 162.2k $53.5m | Added +142.5k |
| DF DENT & CO INC 1.00% of their portfolio | 160.6k $53.0m | Reduced -88.3k |
| Copeland Capital Management, LLC 0.99% of their portfolio | 146.6k $48.3m | Added +35.5k |
| CITIGROUP INC 0.02% of their portfolio | 145.9k $48.1m | Added +59.9k |
| GW&K Investment Management, LLC 0.37% of their portfolio | 142.6k $47.0m | Reduced -8.0k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 138.9k $45.8m | Reduced -1.7k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 138.2k $45.6m | Reduced -8.9k |
| AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 136.6k $45.0m | Added +94.0k |
| T. Rowe Price Investment Management, Inc. 0.03% of their portfolio | 129.5k $42.7m | New |
| Madison Asset Management, LLC 0.49% of their portfolio | 123.8k $40.8m | Reduced -13.0k |
| Erste Asset Management GmbH 0.31% of their portfolio | 120.2k $39.9m | Reduced -7.1k |
| Prime Capital Management Co Ltd 3.04% of their portfolio | 115.5k $38.1m | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 113.5k $37.4m | Reduced -23.7k |
| Champlain Investment Partners, LLC 0.91% of their portfolio | 107.0k $35.3m | Reduced -107.8k |
| NATIXIS ADVISORS, LLC 0.04% of their portfolio | 106.3k $35.0m | Added +13.9k |
| BARCLAYS PLC 0.01% of their portfolio | 105.3k $34.7m | Added +61.0k |
| JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio | 103.6k $34.0m | Added +10.1k |
| UBS Group AG 0.01% of their portfolio | 102.3k $33.7m | Added +26.5k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 96.4k $31.8m | Reduced -12.4k |
| Port Capital LLC 1.27% of their portfolio | 94.2k $31.1m | Reduced -3.3k |
| Caisse de depot et placement du Quebec 0.04% of their portfolio | 79.7k $26.3m | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 70.7k $23.3m | Added +5.3k |
| Carnegie Investment Counsel 0.44% of their portfolio | 66.4k $21.9m | Added +3.5k |
| Langdon Equity Partners 11.99% of their portfolio | 65.0k $21.5m | Added +1.5k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 61.3k $20.2m | Added +1.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 59.0k $19.5m | Added +5.3k |
| HOWLAND CAPITAL MANAGEMENT LLC 0.70% of their portfolio | 58.9k $19.4m | Reduced -9.8k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 57.1k $18.8m | Reduced -5.9k |
| Nuveen, LLC 0.00% of their portfolio | 56.3k $18.6m | Reduced -6.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 55.1k $18.2m | Added +378 |
| Mawer Investment Management Ltd. 0.12% of their portfolio | 52.5k $17.3m | Reduced -7.3k |
| Doma Perpetual Capital Management LLC 3.83% of their portfolio | 50.1k $16.5m | Unchanged |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 49.8k $16.4m | Reduced -5 |
| JACOBSON & SCHMITT ADVISORS, LLC 2.63% of their portfolio | 48.7k $16.1m | Added +4.7k |
| Jump Financial, LLC 0.14% of their portfolio | 46.0k $15.2m | Added +43.8k |
| Swiss National Bank 0.01% of their portfolio | 44.1k $14.6m | Added +480 |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.03% of their portfolio | 43.7k $14.4m | Reduced -38.8k |
| Crawford Fund Management, LLC 4.26% of their portfolio | 42.1k $13.9m | Added +21.1k |
| Swedbank AB 0.01% of their portfolio | 37.0k $12.2m | Reduced -12.0k |
| Handelsbanken Fonder AB 0.03% of their portfolio | 36.2k $11.9m | Reduced -10.4k |
| Ascent Group, LLC 0.35% of their portfolio | 35.4k $11.7m | Added +9.0k |
| Trexquant Investment LP 0.07% of their portfolio | 35.2k $11.6m | Added +8.2k |
| ASHFORD CAPITAL MANAGEMENT INC 1.22% of their portfolio | 34.5k $11.4m | Reduced -9.9k |
| California Public Employees Retirement System 0.01% of their portfolio | 34.1k $11.2m | Reduced -1.3k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 33.7k $11.1m | Reduced -17.5k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 33.3k $11.4m | Added +967 |
| OSSIAM 0.14% of their portfolio | 32.9k $10.9m | New |
| Focus Partners Wealth 0.01% of their portfolio | 31.8k $10.5m | Added +3.8k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio | 30.2k $10.0m | Added +17.7k |
| Retirement Systems of Alabama 0.03% of their portfolio | 30.2k $9.9m | Reduced -4.4k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 30.2k $10.0m | New |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 29.7k $9.8m | Added +17.0k |
| PHOENIX ASSET MANAGEMENT PARTNERS Ltd 6.37% of their portfolio | 29.4k $9.7m | New |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 29.1k $9.6m | Added +21.2k |
| Legal & General Group Plc 0.00% of their portfolio | 28.7k $9.5m | Reduced -1.5k |
| LOUNTZIS ASSET MANAGEMENT, LLC 2.98% of their portfolio | 28.6k $9.4m | Reduced -378 |
| ISTHMUS PARTNERS, LLC 0.90% of their portfolio | 28.1k $9.3m | Added +2.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 27.8k $9.2m | Added +24.6k |
| Ensign Peak Advisors, Inc 0.01% of their portfolio | 26.6k $8.8m | Reduced -33.6k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 26.3k $8.7m | Reduced -1.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 25.4k $8.4m | Reduced -339 |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.03% of their portfolio | 24.0k $7.9m | Added +9.0k |
| KELLY LAWRENCE W & ASSOCIATES INC/CA 1.61% of their portfolio | 22.8k $7.5m | Added +410 |
| VAN ECK ASSOCIATES CORP 0.00% of their portfolio | 21.7k $7.2m | Reduced -45 |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 21.0k $6.9m | Reduced -7.2k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 20.7k $6.8m | Added +654 |
| RENAISSANCE GROUP LLC 0.28% of their portfolio | 20.6k $6.8m | Reduced -4.1k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 20.5k $6.8m | Added +449 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 20.5k $6.8m | Reduced -206 |
| Quantinno Capital Management LP 0.01% of their portfolio | 19.8k $6.5m | Reduced -281 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 19.4k $6.4m | Added +498 |