Sheets Smith Wealth Management’s Kinsale Capital Group KNSL Stock Holding History

Sheets Smith 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
2024 Q2	–	Sell	-1,031	Closed	-$541K	–	391
2024 Q1	$541K	Hold	1,031	–	–	0.06%	233
2023 Q4	$345K	Buy	1,031 +10	+1%	+$3.71K	0.05%	271
2023 Q3	$423K	Sell	1,021 -69	-6%	-$26.8K	0.06%	221
2023 Q2	$408K	Buy	+1,090	New	+$362K	0.06%	231
2019 Q4	–	Sell	-10,021	Closed	-$1.03M	–	321
2019 Q3	$1.03M	Buy	10,021 +360	+4%	+$34.5K	0.21%	117
2019 Q2	$884K	Sell	9,661 -119	-1%	-$9.5K	0.18%	136
2019 Q1	$671K	Buy	9,780 +3,943	+68%	+$246K	0.15%	162
2018 Q4	$324K	Buy	+5,837	New	+$345K	0.09%	218

Other funds holding KNSL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Sheets Smith Wealth Management's KNSL Position: Q2 2024 in Review

Sheets Smith Wealth Management sold out of Kinsale Capital Group (KNSL) in Q2 2024, closing a stake of 1,031 shares — an estimated $541K sold.

Sheets Smith Wealth Management first reported a position in KNSL in Q4 2018 and held it in 8 quarters. The position peaked at $1.03M in Q3 2019. 516 funds tracked by Wall St. Rank hold KNSL as of Q2 2024.

Sheets Smith Wealth Management reported no remaining Kinsale Capital Group position as of Q2 2024 after selling out during the quarter.
Sheets Smith Wealth Management sold 1,031 Kinsale Capital Group shares in Q2 2024, an estimated $541K.
Sheets Smith Wealth Management first reported a position in Kinsale Capital Group in Q4 2018 and held it in 8 quarters.
Sheets Smith Wealth Management's Kinsale Capital Group position peaked at $1.03M in Q3 2019.
516 funds tracked by Wall St. Rank held Kinsale Capital Group as of Q2 2024.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2024, filed 30 Jul 2024.