What smart money is saying about Kinsale Capital Group
5 funds in our archive have pitched Kinsale Capital Group, most recently SVN Capital in December 2025.
Kinsale Capital Group, Inc., a specialty insurance company, provides property and casualty insurance products in the United States. The company's commercial lines offerings include construction, small business, excess and general casualty, commercial property, allied health, life sciences, energy, environmental, health care, inland marine, public entity, and commercial insurance, as well as product, professional, and management liability insurance. It markets and sells its insurance products in all 50 states, the District of Columbia, the Commonwealth of Puerto Rico, and the U.S. Virgin Islands primarily through a network of independent insurance brokers. The company was founded in 2009 and is headquartered in Richmond, Virginia.
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Fund signal · last 12 months
10 lettersToo few moves on Kinsale Capital Group yet for a clear signal
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q4 2024 and Q2 2026, 10 fund letters reported a position in Kinsale Capital Group, with 2 buys (opened or added) and 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 8 | 1 | 1 | 0 |
| Q1 2026 | 2 | 1 | 0 | 0 |
| Q4 2025 | 0 | 0 | 0 | 2 |
| Q3 2025 | 0 | 0 | 0 | 1 |
| Q1 2025 | 0 | 0 | 0 | 1 |
| Q4 2024 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 10 positions · 3 moves
- HoldsBaron Small Cap FundJune 2026
Listed in Baron Small Cap Fund’s reported holdings.
Kinsale Capital Group - June 2026
Listed in Baron First Principles ETF’s reported holdings.
Kinsale Capital Group - ExitedSpyglass Growth StrategyJune 2026
“Kinsale Capital Group, Inc. (3.28%) nCino, Inc. (3.24%) Roblox Corporation (3.09%) Exited positions reflect position weights for a representative portfolio as of March 31, 2026. Kinsale Capital Group, Inc. (KNSL), a specialty insurance company, was sold during the second quarter.”
Kinsale Capital Group - HoldsBaron Partners FundJune 2026
Listed in Baron Partners Fund’s reported holdings.
Kinsale Capital Group - June 2026
Listed in Baron Small Cap Strategy’s reported holdings.
Kinsale Capital Group - HoldsBaron Partners FundJune 2026
Listed in Baron Partners Fund’s reported holdings.
Kinsale Capital Group - HoldsBaron CapitalJune 2026
Listed in Baron Capital’s reported holdings.
Kinsale Capital Group - New positionTurtle Creek Asset ManagementJune 2026
“Instead of acquiring other companies, management teams are focusing on a risk-free, no due diligence acquisition of a portion of themselves. To be clear, our companies always prioritize organic growth. But with their surplus capital, and with traded prices as cheap as they are today, the value creation arising from buying back stock is compelling. Buyback announcements have been coming with frequency and, as we speak with our management teams, there is even more discussion about leaning in. Even companies that have never repurchased shares have launched inaugural buyback plans – Floor & Decor, a category killer retailer of flooring products, and Kinsale Capital, a highly efficient and profitable specialty insurance company, have started buying back shares at very attractive prices.”
Kinsale Capital Group - March 2026
“We added to positions in Kinsale, TWFG and Hawkins during the quarter.”
Kinsale Capital Group - HoldsBaron Growth FundMarch 2026
“Shares of specialty insurer Kinsale Capital Group, Inc. fell due to concerns about moderating growth amid a cyclical slowdown in the property and casualty insurance industry. In the most recent quarter, gross premium growth slowed because of a drop in large property business, where competition and pricing pressure are most acute. Nevertheless, Kinsale reported quarterly earnings that exceeded Street expectations, driven by higher earned premiums, very low catastrophe losses, and favorable reserve development. We continue to own the stock because we believe Kinsale is well managed and has a long runway for growth in an attractive segment of the insurance market.”
Kinsale Capital Group
Fund coverage · 5 theses
- SVN CapitalDecember 2025
Kinsale Capital Group is a tech-enabled E&S insurer with a structurally low expense ratio, consistent underwriting profits, conservative capital and buybacks, prioritizing pricing discipline over volume.
Read the full thesis - Giverny CapitalDecember 2025
Kinsale Capital Group is a founder-led, highly efficient specialty insurer with technology-driven underwriting speed and the lowest expense ratio.
Read the full thesis - Turtle CreekSeptember 2025
Kinsale Capital Group is a rapidly growing specialty insurance company in the U.S. excess and surplus market, known for its disciplined underwriting approach and technology-driven cost advantages.
Read the full thesis - Madison Mid Cap FundMarch 2025
Kinsale Capital Group is a fast-growing excess and surplus insurance company with a strong entrepreneurial culture, proprietary technology, and significant growth potential despite recent stock underperformance.
Read the full thesis - Giverny CapitalDecember 2024
Kinsale Capital Group is a rapidly growing insurance company specializing in low-cost commercial liability and property coverage for small businesses
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