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

Curi 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
2023
Q1 		– Sell
-3,145
Closed -$822K – 178
2022
Q4 		$822K Hold
3,145
– – 0.12% 96
2022
Q3 		$803K Buy
+3,145
New +$784K 0.13% 80

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GCM
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Geode Capital Management
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Curi Wealth Management's KNSL Position: Q1 2023 in Review

Curi Wealth Management sold out of Kinsale Capital Group (KNSL) in Q1 2023, closing a stake of 3,145 shares — an estimated $822K sold.

Curi Wealth Management first reported a position in KNSL in Q3 2022 and held it in 2 quarters. The position peaked at $822K in Q4 2022. 388 funds tracked by Wall St. Rank hold KNSL as of Q1 2023.

  • Curi Wealth Management reported no remaining Kinsale Capital Group position as of Q1 2023 after selling out during the quarter.
  • Curi Wealth Management sold 3,145 Kinsale Capital Group shares in Q1 2023, an estimated $822K.
  • Curi Wealth Management first reported a position in Kinsale Capital Group in Q3 2022 and held it in 2 quarters.
  • Curi Wealth Management's Kinsale Capital Group position peaked at $822K in Q4 2022.
  • 388 funds tracked by Wall St. Rank held Kinsale Capital Group as of Q1 2023.

Based on Curi Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.