First Manhattan’s Kinsale Capital Group KNSL Stock Holding History

First Manhattan’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
2026 Q2	$62.1M	Sell	188,375 -427,656	-69%	-$138M	0.16%	75
2026 Q1	$210M	Buy	616,031 +1,384	+0.2%	+$524K	0.58%	34
2025 Q4	$240M	Buy	614,647 +100,600	+20%	+$41M	0.63%	31
2025 Q3	$219M	Buy	514,047 +312,914	+156%	+$142M	0.58%	32
2025 Q2	$97.3M	Sell	201,133 -139	-0.1%	-$64.8K	0.27%	55
2025 Q1	$98M	Buy	201,272 +161,132	+401%	+$72.3M	0.29%	46
2024 Q4	$18.7M	Buy	+40,140	New	+$19M	0.05%	107

Other funds holding KNSL

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Manhattan's KNSL Position: Q2 2026 in Review

First Manhattan reduced its Kinsale Capital Group (KNSL) stake by 69% in Q2 2026, selling an estimated $138M and leaving 188,375 shares worth $62.1M. The position accounts for 0.16% of the portfolio, ranked #75.

First Manhattan first reported a position in KNSL in Q4 2024 and has held it in 7 quarters since. The position peaked at $240M in Q4 2025. 592 funds tracked by Wall St. Rank hold KNSL as of Q2 2026.

First Manhattan held 188,375 shares of Kinsale Capital Group worth $62.1M as of Q2 2026.
First Manhattan sold 427,656 Kinsale Capital Group shares in Q2 2026, an estimated $138M.
Kinsale Capital Group made up 0.16% of First Manhattan's portfolio in Q2 2026, its #75 holding.
First Manhattan first reported a position in Kinsale Capital Group in Q4 2024 and has held it in 7 quarters since.
First Manhattan's Kinsale Capital Group position peaked at $240M in Q4 2025.
592 funds tracked by Wall St. Rank held Kinsale Capital Group as of Q2 2026.

Based on First Manhattan's 13F filing for Q2 2026, filed 14 Aug 2026.