Kinsale Capital Group
Latest statistics and disclosures from Kinsale Capital Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, VOO, JNJ, JPM, WMT, and represent 39.35% of Kinsale Capital Group's stock portfolio.
- Added to shares of these 10 stocks: VOO (+$21M), HEI.A (+$13M), BNY (+$13M), AMZN (+$13M), POOL (+$9.2M), CPRT, JPM, AAPL, TXN, JNJ.
- Started 4 new stock positions in HEI.A, AMZN, BNY, POOL.
- Reduced shares in these 6 stocks: BMY (-$12M), CVX (-$11M), , XOM (-$5.5M), FDS, WMB.
- Sold out of its positions in BMY, CVX, FDS, ORCL.
- Kinsale Capital Group was a net buyer of stock by $77M.
- Kinsale Capital Group has $754M in assets under management (AUM), dropping by 20.93%.
- Central Index Key (CIK): 0001669162
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Positions held by Kinsale Capital Group consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Kinsale Capital Group
Kinsale Capital Group holds 41 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 16.0 | $121M | 326k | 370.04 |
|
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 14.9 | $113M | +23% | 164k | 686.81 |
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| Johnson & Johnson (JNJ) | 2.8 | $22M | +9% | 85k | 253.97 |
|
| JPMorgan Chase & Co. (JPM) | 2.8 | $21M | +10% | 65k | 327.33 |
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| Wal-Mart Stores (WMT) | 2.8 | $21M | +9% | 184k | 113.26 |
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| Texas Instruments Incorporated (TXN) | 2.7 | $20M | +10% | 68k | 298.07 |
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| Philip Morris International (PM) | 2.5 | $19M | +10% | 105k | 180.91 |
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| Apple (AAPL) | 2.4 | $18M | +11% | 62k | 289.36 |
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| Visa Com Cl A (V) | 2.2 | $17M | +12% | 49k | 343.09 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.2 | $17M | +12% | 33k | 500.39 |
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| UnitedHealth (UNH) | 2.1 | $16M | +13% | 39k | 415.63 |
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| Charles Schwab Corporation (SCHW) | 2.0 | $15M | +11% | 167k | 92.27 |
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| Wabtec Corporation (WAB) | 2.0 | $15M | +8% | 57k | 269.60 |
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| Amgen (AMGN) | 2.0 | $15M | +12% | 42k | 362.12 |
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| McKesson Corporation (MCK) | 1.9 | $14M | +10% | 19k | 755.60 |
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| Progressive Corporation (PGR) | 1.9 | $14M | +12% | 65k | 218.45 |
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| W.W. Grainger (GWW) | 1.8 | $14M | +11% | 10k | 1360.38 |
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| Home Depot (HD) | 1.8 | $14M | +14% | 38k | 352.68 |
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| Marriott Intl Cl A (MAR) | 1.8 | $13M | +11% | 36k | 370.59 |
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| Heico Corp Cl A (HEI.A) | 1.8 | $13M | NEW | 52k | 257.91 |
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| Bank of New York Mellon Corporation (BNY) | 1.7 | $13M | NEW | 90k | 144.61 |
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| Steel Dynamics (STLD) | 1.7 | $13M | +11% | 56k | 229.46 |
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| Microsoft Corporation (MSFT) | 1.7 | $13M | +9% | 34k | 373.02 |
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| Amazon (AMZN) | 1.7 | $13M | NEW | 53k | 238.34 |
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| Paccar (PCAR) | 1.7 | $13M | +11% | 105k | 120.12 |
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| Old Dominion Freight Line (ODFL) | 1.6 | $12M | +11% | 55k | 216.60 |
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| Williams Companies (WMB) | 1.5 | $12M | -29% | 155k | 74.34 |
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| McDonald's Corporation (MCD) | 1.5 | $11M | +14% | 42k | 270.31 |
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| Pulte (PHM) | 1.5 | $11M | +13% | 82k | 137.21 |
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| Arch Cap Group Ord (ACGL) | 1.4 | $11M | +12% | 113k | 97.06 |
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| Walt Disney Company (DIS) | 1.4 | $11M | +15% | 109k | 96.25 |
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| Synopsys (SNPS) | 1.4 | $10M | +13% | 23k | 446.07 |
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| AutoZone (AZO) | 1.4 | $10M | +13% | 3.2k | 3195.94 |
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| Marsh & McLennan Companies (MRSH) | 1.3 | $9.6M | +16% | 58k | 166.67 |
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| Exxon Mobil Corporation (XOM) | 1.2 | $9.4M | -36% | 69k | 136.72 |
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| CarMax (KMX) | 1.2 | $9.2M | +18% | 175k | 52.89 |
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| Pool Corporation (POOL) | 1.2 | $9.2M | NEW | 43k | 214.90 |
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| Dollar General (DG) | 1.2 | $8.8M | +15% | 77k | 115.11 |
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| Copart (CPRT) | 1.2 | $8.7M | +77% | 309k | 28.19 |
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| Sherwin-Williams Company (SHW) | 1.0 | $7.7M | +20% | 22k | 344.32 |
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| Carlisle Companies (CSL) | 1.0 | $7.5M | +19% | 21k | 362.75 |
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Past Filings by Kinsale Capital Group
SEC 13F filings are viewable for Kinsale Capital Group going back to 2021
- Kinsale Capital Group 2026 Q2 filed Aug. 5, 2026
- Kinsale Capital Group 2026 Q1 filed May 6, 2026
- Kinsale Capital Group 2025 Q4 filed Feb. 5, 2026
- Kinsale Capital Group 2025 Q3 filed Nov. 5, 2025
- Kinsale Capital Group 2025 Q2 filed Aug. 6, 2025
- Kinsale Capital Group 2025 Q1 filed May 7, 2025
- Kinsale Capital Group 2024 Q4 filed Feb. 5, 2025
- Kinsale Capital Group 2024 Q3 filed Nov. 6, 2024
- Kinsale Capital Group 2024 Q2 filed Aug. 7, 2024
- Kinsale Capital Group 2024 Q1 filed May 1, 2024
- Kinsale Capital Group 2023 Q4 filed Feb. 7, 2024
- Kinsale Capital Group 2023 Q3 filed Nov. 1, 2023
- Kinsale Capital Group 2023 Q2 filed Aug. 2, 2023
- Kinsale Capital Group 2023 Q1 filed May 4, 2023
- Kinsale Capital Group 2022 Q4 filed Feb. 10, 2023
- Kinsale Capital Group 2022 Q3 filed Nov. 2, 2022