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Milestone Investment Advisors’s Kinsale Capital Group KNSL Stock Holding History

Milestone Investment Advisors’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
Q4 		– Sell
-139
Closed -$57.6K – 283
2023
Q3 		$57.6K Buy
+139
New +$53.9K 0.02% 185
2023
Q2 		– Sell
-139
Closed -$41.7K – 280
2023
Q1 		$41.7K Buy
+139
New +$40.7K 0.01% 217

Other funds holding KNSL

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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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Milestone Investment Advisors's KNSL Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Kinsale Capital Group (KNSL) in Q4 2023, closing a stake of 139 shares — an estimated $57.6K sold.

Milestone Investment Advisors first reported a position in KNSL in Q1 2023 and held it in 2 quarters. The position peaked at $57.6K in Q3 2023. 482 funds tracked by Wall St. Rank hold KNSL as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Kinsale Capital Group position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 139 Kinsale Capital Group shares in Q4 2023, an estimated $57.6K.
  • Milestone Investment Advisors first reported a position in Kinsale Capital Group in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Kinsale Capital Group position peaked at $57.6K in Q3 2023.
  • 482 funds tracked by Wall St. Rank held Kinsale Capital Group as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.