IWP
KNSL icon

Icon Wealth Partners’s Kinsale Capital Group KNSL Stock Holding History

Icon Wealth Partners’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
Q3 		$371K Sell
895
-18
-2% -$6.99K 0.04% 207
2023
Q2 		$342K Sell
913
-133
-13% -$44.1K 0.04% 237
2023
Q1 		$314K Buy
+1,046
New +$306K 0.03% 251

Other funds holding KNSL

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Vanguard Group
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BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Icon Wealth Partners's KNSL Position: Q3 2023 in Review

Icon Wealth Partners reduced its Kinsale Capital Group (KNSL) stake by 2% in Q3 2023, selling an estimated $6.99K and leaving 895 shares worth $371K. The position accounts for 0.04% of the portfolio, ranked #207.

Icon Wealth Partners first reported a position in KNSL in Q1 2023 and has held it in 3 quarters since. 449 funds tracked by Wall St. Rank hold KNSL as of Q3 2023.

  • Icon Wealth Partners held 895 shares of Kinsale Capital Group worth $371K as of Q3 2023.
  • Icon Wealth Partners sold 18 Kinsale Capital Group shares in Q3 2023, an estimated $6.99K.
  • Kinsale Capital Group made up 0.04% of Icon Wealth Partners's portfolio in Q3 2023, its #207 holding.
  • Icon Wealth Partners first reported a position in Kinsale Capital Group in Q1 2023 and has held it in 3 quarters since.
  • 449 funds tracked by Wall St. Rank held Kinsale Capital Group as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.