EFG Asset Management’s Kinsale Capital Group KNSL Stock Holding History

EFG Asset 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 Q4	–	Sell	-1,701	Closed	-$704K	–	194
2023 Q3	$704K	Sell	1,701 -1,785	-51%	-$693K	0.17%	173
2023 Q2	$1.3M	Sell	3,486 -983	-22%	-$326K	0.28%	122
2023 Q1	$1.34M	Buy	4,469 +546	+14%	+$160K	0.3%	122
2022 Q4	$1.04M	Buy	3,923 +1,643	+72%	+$474K	0.23%	146
2022 Q3	$584K	Buy	+2,280	New	+$568K	0.14%	172

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

EFG Asset Management's KNSL Position: Q4 2023 in Review

EFG Asset Management sold out of Kinsale Capital Group (KNSL) in Q4 2023, closing a stake of 1,701 shares — an estimated $704K sold.

EFG Asset Management first reported a position in KNSL in Q3 2022 and held it in 5 quarters. The position peaked at $1.34M in Q1 2023. 482 funds tracked by Wall St. Rank hold KNSL as of Q4 2023.

EFG Asset Management reported no remaining Kinsale Capital Group position as of Q4 2023 after selling out during the quarter.
EFG Asset Management sold 1,701 Kinsale Capital Group shares in Q4 2023, an estimated $704K.
EFG Asset Management first reported a position in Kinsale Capital Group in Q3 2022 and held it in 5 quarters.
EFG Asset Management's Kinsale Capital Group position peaked at $1.34M in Q1 2023.
482 funds tracked by Wall St. Rank held Kinsale Capital Group as of Q4 2023.

Based on EFG Asset Management's 13F filing for Q4 2023, filed 8 Feb 2024.