Spyglass Capital Management’s Kinsale Capital Group KNSL Stock Holding History

Spyglass Capital 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
2026 Q1	$46.8M	Sell	137,029 -60,157	-31%	-$22.8M	3.31%	17
2025 Q4	$77.1M	Buy	197,186 +53,801	+38%	+$21.9M	3.86%	15
2025 Q3	$61M	Sell	143,385 -2,227	-2%	-$1.01M	3.25%	18
2025 Q2	$70.5M	Sell	145,612 -5,809	-4%	-$2.71M	4.16%	9
2025 Q1	$73.7M	Buy	151,421 +31,526	+26%	+$14.2M	5.06%	7
2024 Q4	$55.8M	Buy	119,895 +31,547	+36%	+$14.9M	3.14%	20
2024 Q3	$41.1M	Sell	88,348 -1,329	-1%	-$587K	2.7%	21
2024 Q2	$34.6M	Buy	+89,677	New	+$36.4M	2.53%	23

Other funds holding KNSL

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

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

LCIP

Life Cycle Investment Partners London $15.7B AUM

Spyglass Capital Management's KNSL Position: Q1 2026 in Review

Spyglass Capital Management reduced its Kinsale Capital Group (KNSL) stake by 31% in Q1 2026, selling an estimated $22.8M and leaving 137,029 shares worth $46.8M. The position accounts for 3.31% of the portfolio, ranked #17.

Spyglass Capital Management first reported a position in KNSL in Q2 2024 and has held it in 8 quarters since. The position peaked at $77.1M in Q4 2025. 572 funds tracked by Wall St. Rank hold KNSL as of Q1 2026.

Spyglass Capital Management held 137,029 shares of Kinsale Capital Group worth $46.8M as of Q1 2026.
Spyglass Capital Management sold 60,157 Kinsale Capital Group shares in Q1 2026, an estimated $22.8M.
Kinsale Capital Group made up 3.31% of Spyglass Capital Management's portfolio in Q1 2026, its #17 holding.
Spyglass Capital Management first reported a position in Kinsale Capital Group in Q2 2024 and has held it in 8 quarters since.
Spyglass Capital Management's Kinsale Capital Group position peaked at $77.1M in Q4 2025.
572 funds tracked by Wall St. Rank held Kinsale Capital Group as of Q1 2026.

Based on Spyglass Capital Management's 13F filing for Q1 2026, filed 15 May 2026.