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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
Q2 		– Sell
-137,029
Closed -$46.8M – 26
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

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Spyglass Capital Management's KNSL Position: Q2 2026 in Review

Spyglass Capital Management sold out of Kinsale Capital Group (KNSL) in Q2 2026, closing a stake of 137,029 shares — an estimated $46.8M sold.

Spyglass Capital Management first reported a position in KNSL in Q2 2024 and held it in 8 quarters. The position peaked at $77.1M in Q4 2025. 594 funds tracked by Wall St. Rank hold KNSL as of Q2 2026.

  • Spyglass Capital Management reported no remaining Kinsale Capital Group position as of Q2 2026 after selling out during the quarter.
  • Spyglass Capital Management sold 137,029 Kinsale Capital Group shares in Q2 2026, an estimated $46.8M.
  • Spyglass Capital Management first reported a position in Kinsale Capital Group in Q2 2024 and held it in 8 quarters.
  • Spyglass Capital Management's Kinsale Capital Group position peaked at $77.1M in Q4 2025.
  • 594 funds tracked by Wall St. Rank held Kinsale Capital Group as of Q2 2026.

Based on Spyglass Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.