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Synergy Financial Group’s Kinsale Capital Group KNSL Stock Holding History

Synergy Financial Group’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 		$695K Sell
2,106
-213
-9% -$68.5K 0.5% 39
2026
Q1 		$792K Sell
2,319
-220
-9% -$83.4K 0.6% 32
2025
Q4 		$993K Sell
2,539
-138
-5% -$56.3K 0.7% 29
2025
Q3 		$1.14M Buy
2,677
+42
+2% +$19K 0.77% 28
2025
Q2 		$1.28M Sell
2,635
-102
-4% -$47.6K 0.94% 25
2025
Q1 		$1.33M Buy
2,737
+238
+10% +$107K 1.2% 20
2024
Q4 		$1.16M Buy
2,499
+51
+2% +$24.2K 0.97% 23
2024
Q3 		$1.14M Buy
2,448
+95
+4% +$42K 1.08% 18
2024
Q2 		$907K Buy
2,353
+289
+14% +$117K 0.95% 25
2024
Q1 		$1.08M Sell
2,064
-145
-7% -$65.5K 1.22% 19
2023
Q4 		$740K Sell
2,209
-211
-9% -$78.3K 0.91% 25
2023
Q3 		$1M Buy
2,420
+9
+0.4% +$3.49K 1.4% 18
2023
Q2 		$902K Sell
2,411
-272
-10% -$90.3K 1.22% 21
2023
Q1 		$805K Sell
2,683
-111
-4% -$32.5K 1.31% 18
2022
Q4 		$731K Sell
2,794
-13
-0.5% -$3.75K 1.44% 20
2022
Q3 		$717K Buy
2,807
+256
+10% +$63.8K 1.07% 27
2022
Q2 		$586K Buy
2,551
+9
+0.4% +$1.99K 0.92% 32
2022
Q1 		$580K Buy
2,542
+969
+62% +$202K 0.61% 49
2021
Q4 		$374K Buy
+1,573
New +$310K 0.34% 73

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 $3.37T AUM 44.26% 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

Synergy Financial Group's KNSL Position: Q2 2026 in Review

Synergy Financial Group reduced its Kinsale Capital Group (KNSL) stake by 9.2% in Q2 2026, selling an estimated $68.5K and leaving 2,106 shares worth $695K. The position accounts for 0.5% of the portfolio, ranked #39.

Synergy Financial Group first reported a position in KNSL in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.33M in Q1 2025. 593 funds tracked by Wall St. Rank hold KNSL as of Q2 2026.

  • Synergy Financial Group held 2,106 shares of Kinsale Capital Group worth $695K as of Q2 2026.
  • Synergy Financial Group sold 213 Kinsale Capital Group shares in Q2 2026, an estimated $68.5K.
  • Kinsale Capital Group made up 0.5% of Synergy Financial Group's portfolio in Q2 2026, its #39 holding.
  • Synergy Financial Group first reported a position in Kinsale Capital Group in Q4 2021 and has held it in 19 quarters since.
  • Synergy Financial Group's Kinsale Capital Group position peaked at $1.33M in Q1 2025.
  • 593 funds tracked by Wall St. Rank held Kinsale Capital Group as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.