Congress Wealth Management’s Kinsale Capital Group KNSL Stock Holding History

Congress Wealth Management’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	$5.12M	Buy	10,579 +103	+1%	+$48K	0.05%	377
2025 Q1	$5.1M	Buy	10,476 +911	+10%	+$409K	0.06%	328
2024 Q4	$4.45M	Buy	9,565 +256	+3%	+$121K	0.06%	300
2024 Q3	$4.33M	Buy	9,309 +1,973	+27%	+$872K	0.06%	315
2024 Q2	$2.83M	Buy	7,336 +1,453	+25%	+$590K	0.04%	310
2024 Q1	$3.09M	Buy	5,883 +1,025	+21%	+$463K	0.05%	274
2023 Q4	$1.63M	Buy	4,858 +12	+0.2%	+$4.45K	0.03%	341
2023 Q3	$2.01M	Buy	4,846 +1,808	+60%	+$702K	0.04%	301
2023 Q2	$1.14M	Buy	+3,038	New	+$1.01M	0.03%	328

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

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

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

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