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 ($33.6m this quarter). Holder counts are more reliable. Shares outstanding: 23.3m as of 2025-07-18, 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 ≈ $483.86. Options: 9 managers hold calls ($57.4m notional), 9 hold puts ($33.1m).
Trends to Q2 2025
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 |
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 2023 | 201 | 215 |
| Q4 2023 | 234 | 226 |
| Q1 2024 | 264 | 249 |
| Q2 2024 | 277 | 254 |
| Q3 2024 | 251 | 236 |
| Q4 2024 | 294 | 224 |
| Q1 2025 | 318 | 237 |
| Q2 2025 | 282 | 271 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $46.8m | $30.7m | 0.66 |
| Q4 2024 | $34.6m | $36.5m | 1.06 |
| Q1 2025 | $51.8m | $27.4m | 0.53 |
| Q2 2025 | $57.4m | $33.1m | 0.58 |
Biggest buyers
| Capital World Investors | Added | +195.4k |
| ROYAL BANK OF CANADA | Added | +162.9k |
| MORGAN STANLEY | Added | +74.9k |
| Ceredex Value Advisors LLC | New | +66.2k |
| WESTFIELD CAPITAL MANAGEMENT CO LP | Added | +65.8k |
| NORGES BANK | Added | +59.2k |
| CITIGROUP INC | Added | +46.5k |
| AMERICAN CENTURY COMPANIES INC | Added | +31.2k |
| NATIXIS ADVISORS, LLC | Added | +29.8k |
| BANK OF AMERICA CORP /DE/ | Added | +29.6k |
Biggest sellers
| Thrivent Financial for Lutherans | Reduced | -226.1k |
| MIRABELLA FINANCIAL SERVICES LLP | Reduced | -179.9k |
| Invesco Ltd. | Reduced | -73.8k |
| GENEVA CAPITAL MANAGEMENT LLC | Reduced | -64.5k |
| TURTLE CREEK ASSET MANAGEMENT INC. | Reduced | -60.6k |
| MACQUARIE GROUP LTD | Reduced | -47.8k |
| Jackson Square Partners, LLC | Reduced | -47.5k |
| Artemis Investment Management LLP | Reduced | -38.3k |
| JPMORGAN CHASE & CO | Reduced | -36.0k |
| GOLDMAN SACHS GROUP INC | Reduced | -35.5k |
Biggest calls
| Twin Tree Management, LP | Added | $26.1m54.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $9.8m20.3k shares |
| JANE STREET GROUP, LLC | Added | $8.4m17.3k shares |
| CITADEL ADVISORS LLC | Reduced | $5.3m11.0k shares |
| WOLVERINE TRADING, LLC | Reduced | $3.5m7.3k shares |
| Brooklands Fund Management Ltd | Unchanged | $3.4m7.0k shares |
| SIMPLEX TRADING, LLC | Added | $629.0k1.3k shares |
| TUDOR INVESTMENT CORP ET AL | Reduced | $241.9k500 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $13.8m28.6k shares |
| CITADEL ADVISORS LLC | Added | $10.5m21.8k shares |
| Twin Tree Management, LP | New | $3.9m8.1k shares |
| WOLVERINE TRADING, LLC | Added | $2.5m5.2k shares |
| JANE STREET GROUP, LLC | Added | $1.4m2.8k shares |
| Walleye Trading LLC | Added | $532.3k1.1k shares |
| Walleye Capital LLC | Added | $241.9k500 shares |
| SIMPLEX TRADING, LLC | Reduced | $241.0k500 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 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 in Q2 2025
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 |
|---|---|---|---|---|---|
| Q3 2023 | 0 | — | 3 | $3.3m | $2.6m |
| Q4 2023 | 0 | — | 3 | $4.6m | $2.4m |
| Q1 2024 | 0 | — | 8 | $21.6m | $3.7m |
| Q2 2024 | 0 | — | 2 | $4.6m | $2.7m |
| Q3 2024 | 0 | — | 1 | $443.1k | — |
| Q4 2024 | 0 | — | 4 | $3.8m | — |
| Q1 2025 | 0 | — | 3 | $2.9m | — |
| Q2 2025 | 0 | — | 2 | $1.6m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-06-05 | Schnupp Diane D. EVP, Chief Information Officer | Sold | $659.9k1.4k shares |
| 2025-05-05 | Kronenberg Anne C. Director | Sold | $911.2k2.0k 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 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 2.1m $1.0bn | Reduced -7.9k |
| VANGUARD GROUP INC 0.02% of their portfolio | 2.1m $1.0bn | Added +2.1k |
| BAMCO INC /NY/ 2.31% of their portfolio | 1.8m $853.5m | Added +24.9k |
| MORGAN STANLEY 0.02% of their portfolio | 749.4k $362.7m | Added +74.9k |
| STATE STREET CORP 0.01% of their portfolio | 705.8k $341.5m | Reduced -21.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 593.9k $288.7m | Added +12.0k |
| DAVENPORT & Co LLC 1.43% of their portfolio | 535.0k $258.9m | Reduced -8.3k |
| Capital World Investors 0.03% of their portfolio | 453.2k $219.3m | Added +195.4k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 424.6k $205.5m | Reduced -36.0k |
| GENEVA CAPITAL MANAGEMENT LLC 2.76% of their portfolio | 340.8k $164.9m | Reduced -64.5k |
| Champlain Investment Partners, LLC 1.05% of their portfolio | 310.6k $150.3m | Reduced -12.0k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.33% of their portfolio | 297.1k $143.8m | Reduced -18.1k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 288.6k $139.7m | Added +162.9k |
| Thrivent Financial for Lutherans 0.30% of their portfolio | 285.1k $137.9m | Reduced -226.1k |
| Invesco Ltd. 0.02% of their portfolio | 267.8k $129.6m | Reduced -73.8k |
| RIVERBRIDGE PARTNERS LLC 2.04% of their portfolio | 261.5k $126.5m | Reduced -29.3k |
| NORGES BANK 0.02% of their portfolio | 260.0k $125.8m | Added +59.2k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.28% of their portfolio | 238.5k $115.4m | Reduced -18.3k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 237.9k $115.1m | Added +12.7k |
| DF DENT & CO INC 1.44% of their portfolio | 235.1k $113.8m | Added +1.9k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 214.6k $103.8m | Reduced -8.6k |
| MACQUARIE GROUP LTD 0.12% of their portfolio | 203.5k $98.5m | Reduced -47.8k |
| FIRST MANHATTAN CO. LLC. 0.27% of their portfolio | 201.1k $97.3m | Reduced -139 |
| TURTLE CREEK ASSET MANAGEMENT INC. 2.81% of their portfolio | 200.3k $96.9m | Reduced -60.6k |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 193.9k $93.8m | Added +6.0k |
| Copeland Capital Management, LLC 1.91% of their portfolio | 192.1k $92.9m | Reduced -30.2k |
| Giverny Capital Inc. 2.97% of their portfolio | 179.2k $86.7m | Added +9.2k |
| Maren Capital LLC 5.14% of their portfolio | 176.2k $85.2m | Added +14.1k |
| GW&K Investment Management, LLC 0.73% of their portfolio | 168.6k $81.6m | Added +1.8k |
| AMERICAN CENTURY COMPANIES INC 0.04% of their portfolio | 168.5k $81.5m | Added +31.2k |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 167.3k $80.9m | Reduced -6.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 164.6k $79.7m | Added +3.4k |
| Madison Asset Management, LLC 0.86% of their portfolio | 164.0k $79.3m | Added +7.3k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 163.3k $79.0m | Reduced -6.0k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 160.2k $77.5m | Added +29.6k |
| Stephens Investment Management Group LLC 1.01% of their portfolio | 158.6k $76.8m | Reduced -31.1k |
| FRANKLIN RESOURCES INC 0.02% of their portfolio | 145.8k $70.5m | Added +29.5k |
| Spyglass Capital Management LLC 4.16% of their portfolio | 145.6k $70.5m | Reduced -5.8k |
| Premier Fund Managers Ltd 2.49% of their portfolio | 144.5k $68.3m | Reduced -2.1k |
| JANUS HENDERSON GROUP PLC 0.03% of their portfolio | 131.8k $63.8m | Reduced -867 |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 120.0k $58.1m | Reduced -35.5k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.24% of their portfolio | 117.4k $56.8m | Added +65.8k |
| Prime Capital Management Co Ltd 27.22% of their portfolio | 115.5k $55.9m | Unchanged |
| CIBC Private Wealth Group LLC 0.10% of their portfolio | 111.7k $54.1m | Reduced -27.7k |
| Port Capital LLC 2.24% of their portfolio | 108.6k $52.6m | Added +840 |
| SEI INVESTMENTS CO 0.05% of their portfolio | 94.9k $45.9m | Added +1.7k |
| NATIXIS ADVISORS, LLC 0.07% of their portfolio | 88.7k $42.9m | Added +29.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 87.0k $42.1m | Added +12.9k |
| HOWLAND CAPITAL MANAGEMENT LLC 1.58% of their portfolio | 80.0k $38.7m | Reduced -1.2k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.03% of their portfolio | 78.4k $37.9m | Reduced -2.1k |
| UBS Group AG 0.01% of their portfolio | 78.1k $37.8m | Added +5.1k |
| FMR LLC 0.00% of their portfolio | 75.0k $36.3m | Added +443 |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 70.4k $34.1m | Reduced -13.5k |
| Ensign Peak Advisors, Inc 0.06% of their portfolio | 68.6k $33.2m | Reduced -1.7k |
| Ceredex Value Advisors LLC 0.69% of their portfolio | 66.2k $32.0m | New |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 66.1k $32.0m | Reduced -165 |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 63.3k $30.7m | Added +8.9k |
| Carnegie Investment Counsel 0.60% of their portfolio | 61.9k $29.9m | Added +1.5k |
| Swedbank AB 0.03% of their portfolio | 58.0k $28.1m | First filing |
| CONGRESS ASSET MANAGEMENT CO 0.19% of their portfolio | 56.7k $27.4m | Added +1.5k |
| Wilkinson Global Asset Management LLC 1.72% of their portfolio | 56.7k $27.4m | Added +12.5k |
| Handelsbanken Fonder AB 0.10% of their portfolio | 55.6k $26.9m | Reduced -18.1k |
| CITIGROUP INC 0.02% of their portfolio | 54.7k $26.5m | Added +46.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 53.0k $25.7m | Reduced -4.3k |
| BESSEMER GROUP INC 0.04% of their portfolio | 51.6k $25.0m | Added +2.3k |
| Nuveen, LLC 0.01% of their portfolio | 51.6k $25.0m | Reduced -27.5k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 50.0k $24.2m | Reduced -14.9k |
| Erste Asset Management GmbH 0.19% of their portfolio | 46.8k $22.5m | Added +1.1k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 46.0k $22.2m | Reduced -18.6k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 43.1k $20.8m | Added +3.9k |
| COMERICA BANK 0.08% of their portfolio | 42.8k $20.7m | Added +20.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 42.7k $20.7m | Reduced -17.4k |
| Artemis Investment Management LLP 0.27% of their portfolio | 42.7k $20.6m | Reduced -38.3k |
| Swiss National Bank 0.01% of their portfolio | 42.3k $20.5m | Reduced -600 |
| NEXT CENTURY GROWTH INVESTORS LLC 1.51% of their portfolio | 40.4k $19.5m | Reduced -242 |
| DANSKE BANK A/S 0.05% of their portfolio | 40.2k $19.5m | Added +14.7k |
| ASHFORD CAPITAL MANAGEMENT INC 2.28% of their portfolio | 40.1k $19.4m | Added +890 |
| BLAIR WILLIAM & CO/IL 0.05% of their portfolio | 38.9k $18.8m | Reduced -9.5k |
| KORNITZER CAPITAL MANAGEMENT INC /KS 0.37% of their portfolio | 38.0k $18.4m | Added +10.3k |
| ALTA CAPITAL MANAGEMENT LLC/ 1.02% of their portfolio | 37.2k $18.0m | Reduced -324 |
| Legal & General Group Plc 0.00% of their portfolio | 36.4k $17.6m | Added +902 |
| Mawer Investment Management Ltd. 0.09% of their portfolio | 35.7k $17.3m | Reduced -1.2k |
| JACOBSON & SCHMITT ADVISORS, LLC 3.00% of their portfolio | 35.0k $16.9m | Reduced -1.2k |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.14% of their portfolio | 34.8k $16.8m | Reduced -1.1k |
| California Public Employees Retirement System 0.01% of their portfolio | 31.5k $15.2m | Added +1.6k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 30.2k $14.6m | Reduced -406 |
| Retirement Systems of Alabama 0.05% of their portfolio | 27.1k $13.1m | Added +139 |
| 2Xideas AG 2.22% of their portfolio | 26.7k $12.9m | Reduced -4.8k |
| Janney Montgomery Scott LLC 0.03% of their portfolio | 25.9k $12.5m | Reduced -10.9k |
| LPL Financial LLC 0.00% of their portfolio | 24.7k $11.9m | Added +2.0k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 23.9k $11.5m | Reduced -2.2k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio | 22.2k $10.8m | Added +320 |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 22.2k $10.7m | Reduced -5.3k |
| Balyasny Asset Management L.P. 0.02% of their portfolio | 21.9k $10.6m | Added +6.3k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 21.8k $10.6m | Unchanged |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 21.0k $10.1m | Unchanged |
| VAN ECK ASSOCIATES CORP 0.01% of their portfolio | 20.7k $10.0m | Reduced -3.7k |
| Engle Capital Management, L.P. 2.95% of their portfolio | 20.2k $9.8m | Added +2.3k |
| Focus Partners Wealth 0.02% of their portfolio | 20.0k $9.7m | Added +1.7k |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.11% of their portfolio | 19.2k $9.3m | Reduced -624 |