Avantax Advisory Services’s Kinsale Capital Group KNSL Stock Holding History

Avantax Advisory Services’s Portfolio KNSL Stock Details KNSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.94M	Sell	6,078 -572	-9%	-$267K	0.02%	623
2025 Q1	$3.24M	Buy	6,650 +386	+6%	+$173K	0.02%	557
2024 Q4	$2.91M	Sell	6,264 -419	-6%	-$198K	0.02%	568
2024 Q3	$3.11M	Buy	6,683 +214	+3%	+$94.6K	0.02%	529
2024 Q2	$2.49M	Buy	6,469 +5,507	+572%	+$2.24M	0.02%	585
2024 Q1	$505K	Buy	962 +5	+0.5%	+$2.26K	﹤0.01%	1032
2023 Q4	$321K	Buy	957 +41	+4%	+$15.2K	﹤0.01%	1199
2023 Q3	$379K	Buy	916 +9	+1%	+$3.49K	﹤0.01%	1067
2023 Q2	$339K	Sell	907 -4	-0.4%	-$1.33K	﹤0.01%	1117
2023 Q1	$273K	Buy	911 +15	+2%	+$4.39K	﹤0.01%	1200
2022 Q4	$234K	Sell	896 -44	-5%	-$12.7K	﹤0.01%	1234
2022 Q3	$240K	Buy	+940	New	+$234K	﹤0.01%	1117
2020 Q4	–	Sell	-1,905	Closed	-$363K	–	1160
2020 Q3	$363K	Buy	+1,905	New	+$350K	0.01%	938

Other funds holding KNSL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Avantax Advisory Services's KNSL Position: Q2 2025 in Review

Avantax Advisory Services reduced its Kinsale Capital Group (KNSL) stake by 8.6% in Q2 2025, selling an estimated $267K and leaving 6,078 shares worth $2.94M. The position accounts for 0.02% of the portfolio, ranked #623.

Avantax Advisory Services first reported a position in KNSL in Q3 2020 and has held it in 13 quarters since. The position peaked at $3.24M in Q1 2025. 596 funds tracked by Wall St. Rank hold KNSL as of Q2 2025.

Avantax Advisory Services held 6,078 shares of Kinsale Capital Group worth $2.94M as of Q2 2025.
Avantax Advisory Services sold 572 Kinsale Capital Group shares in Q2 2025, an estimated $267K.
Kinsale Capital Group made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #623 holding.
Avantax Advisory Services first reported a position in Kinsale Capital Group in Q3 2020 and has held it in 13 quarters since.
Avantax Advisory Services's Kinsale Capital Group position peaked at $3.24M in Q1 2025.
596 funds tracked by Wall St. Rank held Kinsale Capital Group as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.