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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Position history
Between Q4 2024 and Q2 2026, 3 fund letters reported a position in Kinsale Capital Group — 1 opened or added to the position, 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 1 | 0 |
| Q1 2026 | 1 | 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 |
Fund activity · 3 positions · 2 moves
- HoldsBaron Small Cap FundJune 2026
Listed in Baron Small Cap Fund’s reported holdings.
Read the letterKinsale Capital Group - ExitedSpyglass Growth StrategyJune 2026
“Kinsale Capital Group, Inc. (KNSL), a specialty insurance company, was sold during the second quarter.”
Read the letterKinsale Capital Group - AddedGiverny Capital Asset Management (GCAM) model portfolioMarch 2026
“We added to positions in Kinsale, TWFG and Hawkins during the quarter.”
Read the letterKinsale 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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