Institutional & Family Asset Management’s Kinsale Capital Group KNSL Stock Holding History

Institutional & Family Asset 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
2024 Q2	–	Sell	-1	Closed	-$525	–	767
2024 Q1	$525	Sell	1 -2	-67%	-$903	﹤0.01%	685
2023 Q4	$1K	Hold	3	–	–	﹤0.01%	617
2023 Q3	$1.24K	Sell	3 -2	-40%	-$776	﹤0.01%	592
2023 Q2	$1.87K	Hold	5	–	–	﹤0.01%	573
2023 Q1	$1.5K	Hold	5	–	–	﹤0.01%	584
2022 Q4	$1.31K	Hold	5	–	–	﹤0.01%	586
2022 Q3	$1K	Hold	5	–	–	﹤0.01%	643
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	662
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	700
2021 Q4	$1K	Hold	5	–	–	﹤0.01%	727
2021 Q3	$1K	Sell	5 -4	-44%	-$694	﹤0.01%	844
2021 Q2	$1K	Hold	9	–	–	﹤0.01%	894
2021 Q1	$1K	Sell	9 -5	-36%	-$917	﹤0.01%	871
2020 Q4	$3K	Sell	14 -1	-7%	-$219	﹤0.01%	708
2020 Q3	$3K	Hold	15	–	–	﹤0.01%	649
2020 Q2	$2K	Sell	15 -5	-25%	-$666	﹤0.01%	698
2020 Q1	$2K	Hold	20	–	–	﹤0.01%	658
2019 Q4	$2K	Buy	+20	New	+$1.99K	﹤0.01%	743

Other funds holding KNSL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Institutional & Family Asset Management's KNSL Position: Q2 2024 in Review

Institutional & Family Asset Management sold out of Kinsale Capital Group (KNSL) in Q2 2024, closing a stake of 1 share — an estimated $525 sold.

Institutional & Family Asset Management first reported a position in KNSL in Q4 2019 and held it in 18 quarters. The position peaked at $3K in Q4 2020. 515 funds tracked by Wall St. Rank hold KNSL as of Q2 2024.

Institutional & Family Asset Management reported no remaining Kinsale Capital Group position as of Q2 2024 after selling out during the quarter.
Institutional & Family Asset Management sold 1 Kinsale Capital Group share in Q2 2024, an estimated $525.
Institutional & Family Asset Management first reported a position in Kinsale Capital Group in Q4 2019 and held it in 18 quarters.
Institutional & Family Asset Management's Kinsale Capital Group position peaked at $3K in Q4 2020.
515 funds tracked by Wall St. Rank held Kinsale Capital Group as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.