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Institute for Wealth Management’s Kinsale Capital Group KNSL Stock Holding History

Institute for Wealth 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
2025
Q4 		– Sell
-929
Closed -$395K – 571
2025
Q3 		$395K Buy
929
+81
+10% +$36.7K 0.04% 381
2025
Q2 		$410K Hold
848
– – 0.05% 355
2025
Q1 		$413K Buy
+848
New +$381K 0.05% 334

Other funds holding KNSL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LCIP
Life Cycle Investment Partners London $21.4B AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Institute for Wealth Management's KNSL Position: Q4 2025 in Review

Institute for Wealth Management sold out of Kinsale Capital Group (KNSL) in Q4 2025, closing a stake of 929 shares — an estimated $395K sold.

Institute for Wealth Management first reported a position in KNSL in Q1 2025 and held it in 3 quarters. The position peaked at $413K in Q1 2025. 593 funds tracked by Wall St. Rank hold KNSL as of Q4 2025.

  • Institute for Wealth Management reported no remaining Kinsale Capital Group position as of Q4 2025 after selling out during the quarter.
  • Institute for Wealth Management sold 929 Kinsale Capital Group shares in Q4 2025, an estimated $395K.
  • Institute for Wealth Management first reported a position in Kinsale Capital Group in Q1 2025 and held it in 3 quarters.
  • Institute for Wealth Management's Kinsale Capital Group position peaked at $413K in Q1 2025.
  • 593 funds tracked by Wall St. Rank held Kinsale Capital Group as of Q4 2025.

Based on Institute for Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.