TAM
KNSL icon

Timucuan Asset Management’s Kinsale Capital Group KNSL Stock Holding History

Timucuan Asset 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 		$94.1M Buy
285,392
+104,346
+58% +$33.6M 3.46% 15
2026
Q1 		$61.9M Buy
+181,046
New +$68.6M 2.28% 17

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

Timucuan Asset Management's KNSL Position: Q2 2026 in Review

Timucuan Asset Management increased its Kinsale Capital Group (KNSL) stake by 58% in Q2 2026, buying an estimated $33.6M and bringing the position to 285,392 shares worth $94.1M. The position accounts for 3.46% of the portfolio, ranked #15.

Timucuan Asset Management first reported a position in KNSL in Q1 2026 and has held it in 2 quarters since. 591 funds tracked by Wall St. Rank hold KNSL as of Q2 2026.

  • Timucuan Asset Management held 285,392 shares of Kinsale Capital Group worth $94.1M as of Q2 2026.
  • Timucuan Asset Management bought 104,346 Kinsale Capital Group shares in Q2 2026, an estimated $33.6M.
  • Kinsale Capital Group made up 3.46% of Timucuan Asset Management's portfolio in Q2 2026, its #15 holding.
  • Timucuan Asset Management first reported a position in Kinsale Capital Group in Q1 2026 and has held it in 2 quarters since.
  • 591 funds tracked by Wall St. Rank held Kinsale Capital Group as of Q2 2026.

Based on Timucuan Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.