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Trek Financial’s Kinsale Capital Group KNSL Stock Holding History

Trek Financial’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
2023
Q3 		– Sell
-2,082
Closed -$779K – 309
2023
Q2 		$779K Sell
2,082
-147
-7% -$48.8K 0.07% 126
2023
Q1 		$669K Buy
+2,229
New +$652K 0.06% 135

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Invesco
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State Street
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Macquarie Group
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GCM
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AllianceBernstein
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Geode Capital Management
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Trek Financial's KNSL Position: Q3 2023 in Review

Trek Financial sold out of Kinsale Capital Group (KNSL) in Q3 2023, closing a stake of 2,082 shares — an estimated $779K sold.

Trek Financial first reported a position in KNSL in Q1 2023 and held it in 2 quarters. The position peaked at $779K in Q2 2023. 449 funds tracked by Wall St. Rank hold KNSL as of Q3 2023.

  • Trek Financial reported no remaining Kinsale Capital Group position as of Q3 2023 after selling out during the quarter.
  • Trek Financial sold 2,082 Kinsale Capital Group shares in Q3 2023, an estimated $779K.
  • Trek Financial first reported a position in Kinsale Capital Group in Q1 2023 and held it in 2 quarters.
  • Trek Financial's Kinsale Capital Group position peaked at $779K in Q2 2023.
  • 449 funds tracked by Wall St. Rank held Kinsale Capital Group as of Q3 2023.

Based on Trek Financial's 13F filing for Q3 2023, filed 14 Nov 2023.