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Kinsale Capital Group’s Steel Dynamics STLD Stock Holding History

Kinsale Capital Group’s Portfolio STLD Stock Details STLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.9M Buy
56,258
+5,700
+11% +$1.34M 1.71% 22
2026
Q1 		$9.1M Buy
50,558
+2,482
+5% +$452K 1.46% 31
2025
Q4 		$8.15M Buy
48,076
+2,166
+5% +$344K 1.35% 33
2025
Q3 		$6.4M Buy
45,910
+4,845
+12% +$636K 1.17% 35
2025
Q2 		$5.26M Buy
41,065
+5,145
+14% +$657K 1.08% 36
2025
Q1 		$4.49M Buy
35,920
+19,928
+125% +$2.53M 1.11% 33
2024
Q4 		$1.82M Buy
+15,992
New +$2.13M 0.49% 36

Other funds holding STLD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
LCIP
Life Cycle Investment Partners London $21.4B AUM

Kinsale Capital Group's STLD Position: Q2 2026 in Review

Kinsale Capital Group increased its Steel Dynamics (STLD) stake by 11% in Q2 2026, buying an estimated $1.34M and bringing the position to 56,258 shares worth $12.9M. The position accounts for 1.71% of the portfolio, ranked #22.

Kinsale Capital Group first reported a position in STLD in Q4 2024 and has held it in 7 quarters since. 1,016 funds tracked by Wall St. Rank hold STLD as of Q2 2026.

  • Kinsale Capital Group held 56,258 shares of Steel Dynamics worth $12.9M as of Q2 2026.
  • Kinsale Capital Group bought 5,700 Steel Dynamics shares in Q2 2026, an estimated $1.34M.
  • Steel Dynamics made up 1.71% of Kinsale Capital Group's portfolio in Q2 2026, its #22 holding.
  • Kinsale Capital Group first reported a position in Steel Dynamics in Q4 2024 and has held it in 7 quarters since.
  • 1,016 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2026.

Based on Kinsale Capital Group's 13F filing for Q2 2026, filed 5 Aug 2026.