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Bogart Wealth LLC’s Kinsale Capital Group KNSL Stock Holding History

Bogart Wealth LLC’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 		– Sell
-1
Closed -$487 – 1504
2025
Q1 		$487 Buy
+1
New +$449 ﹤0.01% 1287
2024
Q2 		– Sell
-33
Closed -$17.3K – 1147
2024
Q1 		$17.3K Buy
+33
New +$14.9K ﹤0.01% 544

Other funds holding KNSL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
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

Bogart Wealth LLC's KNSL Position: Q2 2025 in Review

Bogart Wealth LLC sold out of Kinsale Capital Group (KNSL) in Q2 2025, closing a stake of 1 share — an estimated $487 sold.

Bogart Wealth LLC first reported a position in KNSL in Q1 2024 and held it in 2 quarters. The position peaked at $17.3K in Q1 2024. 596 funds tracked by Wall St. Rank hold KNSL as of Q2 2025.

  • Bogart Wealth LLC reported no remaining Kinsale Capital Group position as of Q2 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 1 Kinsale Capital Group share in Q2 2025, an estimated $487.
  • Bogart Wealth LLC first reported a position in Kinsale Capital Group in Q1 2024 and held it in 2 quarters.
  • Bogart Wealth LLC's Kinsale Capital Group position peaked at $17.3K in Q1 2024.
  • 596 funds tracked by Wall St. Rank held Kinsale Capital Group as of Q2 2025.

Based on Bogart Wealth LLC's 13F filing for Q2 2025, filed 30 Jul 2025.