Heritage Wealth Advisors’s Kinsale Capital Group KNSL Stock Holding History

Heritage Wealth Advisors’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	$166K	Hold	485	–	–	0.01%	218
2025 Q4	$190K	Hold	485	–	–	0.01%	222
2025 Q3	$206K	Hold	485	–	–	0.01%	200
2025 Q2	$235K	Hold	485	–	–	0.01%	190
2025 Q1	$236K	Buy	485 +10	+2%	+$4.49K	0.01%	182
2024 Q4	$221K	Hold	475	–	–	0.01%	195
2024 Q3	$221K	Hold	475	–	–	0.01%	202
2024 Q2	$183K	Sell	475 -48	-9%	-$19.5K	0.01%	207
2024 Q1	$274K	Hold	523	–	–	0.01%	185
2023 Q4	$175K	Hold	523	–	–	0.01%	222
2023 Q3	$217K	Buy	523 +48	+10%	+$18.6K	0.01%	194
2023 Q2	$178K	Hold	475	–	–	0.01%	211
2023 Q1	$143K	Hold	475	–	–	0.01%	231
2022 Q4	$124K	Hold	475	–	–	0.01%	247
2022 Q3	$121K	Hold	475	–	–	0.01%	241
2022 Q2	$109K	Hold	475	–	–	0.01%	252
2022 Q1	$108K	Hold	475	–	–	0.01%	247
2021 Q4	$113K	Hold	475	–	–	0.01%	255
2021 Q3	$76.8K	Hold	475	–	–	﹤0.01%	280
2021 Q2	$78.3K	Hold	475	–	–	﹤0.01%	282
2021 Q1	$78.3K	Hold	475	–	–	﹤0.01%	283
2020 Q4	$95K	Hold	475	–	–	0.01%	264
2020 Q3	$90.3K	Hold	475	–	–	0.01%	211
2020 Q2	$73.7K	Hold	475	–	–	0.01%	229
2020 Q1	$49.7K	Hold	475	–	–	0.01%	251
2019 Q4	$48.3K	Hold	475	–	–	0.01%	307
2019 Q3	$49K	Buy	+475	New	+$45.6K	0.01%	280

Other funds holding KNSL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

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

LCIP

Life Cycle Investment Partners London $15.7B AUM

Heritage Wealth Advisors's KNSL Position: Q1 2026 in Review

Heritage Wealth Advisors held its Kinsale Capital Group (KNSL) position steady in Q1 2026 at 485 shares worth $166K. The position accounts for 0.01% of the portfolio, ranked #218.

Heritage Wealth Advisors first reported a position in KNSL in Q3 2019 and has held it in 27 quarters since. The position peaked at $274K in Q1 2024. 571 funds tracked by Wall St. Rank hold KNSL as of Q1 2026.

Heritage Wealth Advisors held 485 shares of Kinsale Capital Group worth $166K as of Q1 2026.
Heritage Wealth Advisors left its Kinsale Capital Group share count unchanged in Q1 2026.
Kinsale Capital Group made up 0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #218 holding.
Heritage Wealth Advisors first reported a position in Kinsale Capital Group in Q3 2019 and has held it in 27 quarters since.
Heritage Wealth Advisors's Kinsale Capital Group position peaked at $274K in Q1 2024.
571 funds tracked by Wall St. Rank held Kinsale Capital Group as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.