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Forum Financial Management’s Kinsale Capital Group KNSL Stock Holding History

Forum Financial 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
2026
Q1 		– Sell
-581
Closed -$227K – 683
2025
Q4 		$227K Buy
+581
New +$237K ﹤0.01% 896
2025
Q3 		– Sell
-449
Closed -$217K – 1041
2025
Q2 		$217K Buy
449
+36
+9% +$16.8K ﹤0.01% 866
2025
Q1 		$201K Buy
+413
New +$185K ﹤0.01% 821
2024
Q2 		– Sell
-435
Closed -$228K – 749
2024
Q1 		$228K Buy
+435
New +$196K ﹤0.01% 642

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BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LCIP
Life Cycle Investment Partners London $21.4B AUM

Forum Financial Management's KNSL Position: Q1 2026 in Review

Forum Financial Management sold out of Kinsale Capital Group (KNSL) in Q1 2026, closing a stake of 581 shares — an estimated $227K sold.

Forum Financial Management first reported a position in KNSL in Q1 2024 and held it in 4 quarters. The position peaked at $228K in Q1 2024. 575 funds tracked by Wall St. Rank hold KNSL as of Q1 2026.

  • Forum Financial Management reported no remaining Kinsale Capital Group position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 581 Kinsale Capital Group shares in Q1 2026, an estimated $227K.
  • Forum Financial Management first reported a position in Kinsale Capital Group in Q1 2024 and held it in 4 quarters.
  • Forum Financial Management's Kinsale Capital Group position peaked at $228K in Q1 2024.
  • 575 funds tracked by Wall St. Rank held Kinsale Capital Group as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.