NYSE · Finance

KINSALE CAP GROUP INC KNSL

Kinsale Capital Group, Inc. engages in the provision of property and casualty insurance products in the United States. The company’s commercial lines offerings include commercial property, excess casualty, general casualty, small business casualty, construction, allied health, small business property, products liability, entertainment, commercial auto, energy, excess professional, life sciences, inland marine, professional liability, environmental, health care, management liability, public entity, agribusiness casualty and property, aviation, ocean marine, and product recall insurance.

Property-Casualty Insurers

Company profile

Business mix

  • The company’s commercial lines offerings include commercial property, excess casualty, general casualty, small business casualty, construction, allied health, small business property, products liability, entertainment, commercial auto, energy.
  • Its personal lines offerings also include high value homeowners and personal insurance products. The company sells its insurance products in all 50 states, the District of Columbia, the Commonwealth of Puerto Rico, and the U.S.
  • Kinsale Capital Group, Inc. was founded in 2009 and is headquartered in Richmond, Virginia.

Current key questions

  • Can asset growth, client flows, fee rates, credit quality, or spread income support durable earnings in insurance - property & casualty?
  • How sensitive are margins and returns to interest rates, market levels, funding costs, and regulation?
  • Do capital allocation, risk controls, and balance-sheet quality improve long-term per-share value?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 13.48 FCF 14.36% Buyback 0.56%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baron Capital Ron Baron 2.1% $692.8M 2026-03-31
Giverny Capital Francois Rochon 2.7% $74.8M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 2 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $115.4M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +17.7% +337,882 / 1,908,825
Giverny Capital Francois Rochon 4 filing periods
13F 2025-06-30 Filed 2025-08-13
Minor increase Shares 5.4% 13F value change +$4.0M
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 6.3% 13F value change -$5.7M
13F 2025-12-31 Filed 2026-02-13
Minor increase Shares 12.5% 13F value change +$2.8M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 2.2% 13F value change -$9.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 169,967 Last 4 periods +48,975 (+28.8%) Total shares 218,942 Value $74.8M
Baron Capital Ron Baron 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor increase Shares 1.4% 13F value change +$7.2M
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 1.4% 13F value change -$92.9M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -0.4% 13F value change -$64.0M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 13.8% 13F value change -$3.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,738,858 Last 4 periods +288,907 (+16.6%) Total shares 2,027,765 Value $692.8M

Recent mentions

No public mentions.