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Mascoma Wealth Management’s Kinsale Capital Group KNSL Stock Holding History

Mascoma 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
2023
Q2 		– Sell
-100
Closed -$32.7K – 539
2023
Q1 		$32.7K Hold
100
– – 0.01% 279
2022
Q4 		$26.2K Hold
100
– – 0.01% 302
2022
Q3 		$26K Hold
100
– – 0.01% 308
2022
Q2 		$23K Hold
100
– – 0.01% 331
2022
Q1 		$23K Buy
+100
New +$20.9K 0.01% 347

Other funds holding KNSL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mascoma Wealth Management's KNSL Position: Q2 2023 in Review

Mascoma Wealth Management sold out of Kinsale Capital Group (KNSL) in Q2 2023, closing a stake of 100 shares — an estimated $32.7K sold.

Mascoma Wealth Management first reported a position in KNSL in Q1 2022 and held it in 5 quarters. The position peaked at $32.7K in Q1 2023. 433 funds tracked by Wall St. Rank hold KNSL as of Q2 2023.

  • Mascoma Wealth Management reported no remaining Kinsale Capital Group position as of Q2 2023 after selling out during the quarter.
  • Mascoma Wealth Management sold 100 Kinsale Capital Group shares in Q2 2023, an estimated $32.7K.
  • Mascoma Wealth Management first reported a position in Kinsale Capital Group in Q1 2022 and held it in 5 quarters.
  • Mascoma Wealth Management's Kinsale Capital Group position peaked at $32.7K in Q1 2023.
  • 433 funds tracked by Wall St. Rank held Kinsale Capital Group as of Q2 2023.

Based on Mascoma Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.