Kinsale Capital Group, Inc. Long-Term Concentrated

Name: Kinsale Capital Group, Inc. Q2 2026 13F Filing | 13F Explorer
Creator: Kinsale Capital Group, Inc.
Published: 2026-08-05

Location: Richmond, VA

CIK: 0001669162 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 5, 2026

Total Value: $754M (100.0% shares, 0.0% debt)

Holdings (41)

New Positions (4)

HEI/A HEICO CORP NEW 1.8%

Value $13.3M Shares 51,557 Est. Cost $257.91 Unrealized —

BK BANK OF NY MELLON CORP 1.7%

Value $13.02M Shares 90,062 Est. Cost $144.61 Unrealized —

AMZN AMAZON COM INC 1.7%

Value $12.66M Shares 53,115 Est. Cost $238.34 Unrealized —

POOL POOL CORP 1.2%

Value $9.235M Shares 42,975 Est. Cost $214.90 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
HEI/A	HEICO CORP NEW	51,557	$13.3M	1.8%	$257.91	—	CL A	422806208
BK	BANK OF NY MELLON CORP	90,062	$13.02M	1.7%	$144.61	—	COM	064058100
AMZN	AMAZON COM INC	53,115	$12.66M	1.7%	$238.34	—	COM	023135106
POOL	POOL CORP	42,975	$9.235M	1.2%	$214.90	—	COM	73278L105

Increased Positions (34)

VOO VANGUARD INDEX FDS 14.9%

Value $112M (+41.8%) Shares 163,793 (+23.3%) Est. Cost $566.47 Unrealized —

TXN TEXAS INSTRS INC 2.7%

Value $20.36M (+69.3%) Shares 68,305 (+10.3%) Est. Cost $182.07 Unrealized —

UNH UNITEDHEALTH GROUP INC 2.1%

Value $16.01M (+74.2%) Shares 38,510 (+13.4%) Est. Cost $368.62 Unrealized —

JPM JPMORGAN CHASE & CO 2.8%

Value $21.36M (+22.7%) Shares 65,270 (+10.3%) Est. Cost $206.61 Unrealized —

AAPL APPLE INC 2.4%

Value $17.95M (+27.6%) Shares 62,025 (+11.9%) Est. Cost $206.49 Unrealized —

GWW GRAINGER W W INC 1.8%

Value $13.8M (+38.9%) Shares 10,146 (+11.4%) Est. Cost $935.98 Unrealized —

STLD STEEL DYNAMICS INC 1.7%

Value $12.91M (+41.8%) Shares 56,258 (+11.3%) Est. Cost $141.61 Unrealized —

V VISA INC 2.2%

Value $16.91M (+27.5%) Shares 49,282 (+12.3%) Est. Cost $285.57 Unrealized —

PM PHILIP MORRIS INTL INC 2.5%

Value $19.05M (+20.5%) Shares 105,305 (+10.2%) Est. Cost $117.74 Unrealized —

KMX CARMAX INC 1.2%

Value $9.237M (+51.1%) Shares 174,637 (+18.8%) Est. Cost $42.76 Unrealized —

CPRT COPART INC 1.2%

Value $8.704M (+50.7%) Shares 308,776 (+77.4%) Est. Cost $40.98 Unrealized —

MAR MARRIOTT INTL INC NEW 1.8%

Value $13.4M (+26.2%) Shares 36,164 (+11.4%) Est. Cost $265.12 Unrealized —

PHM PULTE GROUP INC 1.5%

Value $11.31M (+32.3%) Shares 82,420 (+13.4%) Est. Cost $117.44 Unrealized —

PGR PROGRESSIVE CORP 1.9%

Value $14.13M (+24.3%) Shares 64,689 (+12.8%) Est. Cost $186.68 Unrealized —

JNJ JOHNSON & JOHNSON 2.8%

Value $21.45M (+14.0%) Shares 84,464 (+9.7%) Est. Cost $164.70 Unrealized —

HD HOME DEPOT INC 1.8%

Value $13.53M (+22.8%) Shares 38,376 (+14.6%) Est. Cost $341.16 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 2.2%

Value $16.53M (+17.6%) Shares 33,029 (+12.6%) Est. Cost $423.79 Unrealized —

WAB WABTEC 2.0%

Value $15.44M (+17.3%) Shares 57,278 (+8.7%) Est. Cost $159.00 Unrealized —

ODFL OLD DOMINION FREIGHT LINE IN 1.6%

Value $11.87M (+23.6%) Shares 54,794 (+11.5%) Est. Cost $188.92 Unrealized —

SNPS SYNOPSYS INC 1.4%

Value $10.38M (+27.7%) Shares 23,270 (+13.5%) Est. Cost $541.59 Unrealized —

AMGN AMGEN INC 2.0%

Value $15.24M (+15.4%) Shares 42,075 (+12.2%) Est. Cost $283.94 Unrealized —

CSL CARLISLE COS INC 1.0%

Value $7.536M (+30.5%) Shares 20,774 (+20.0%) Est. Cost $375.32 Unrealized —

SHW SHERWIN WILLIAMS CO 1.0%

Value $7.674M (+29.8%) Shares 22,288 (+20.8%) Est. Cost $339.32 Unrealized —

PCAR PACCAR INC 1.7%

Value $12.56M (+15.9%) Shares 104,525 (+11.4%) Est. Cost $94.79 Unrealized —

DIS DISNEY WALT CO 1.4%

Value $10.53M (+15.6%) Shares 109,416 (+15.8%) Est. Cost $104.86 Unrealized —

ACGL ARCH CAP GROUP LTD 1.4%

Value $10.92M (+13.5%) Shares 112,550 (+12.3%) Est. Cost $84.67 Unrealized —

SCHW SCHWAB CHARLES CORP 2.0%

Value $15.44M (+9.2%) Shares 167,370 (+11.2%) Est. Cost $73.25 Unrealized —

MSFT MICROSOFT CORP 1.7%

Value $12.7M (+10.5%) Shares 34,042 (+9.6%) Est. Cost $379.08 Unrealized —

MRSH MARSH & MCLENNAN COS INC 1.3%

Value $9.58M (+11.6%) Shares 57,480 (+16.1%) Est. Cost $192.42 Unrealized —

DG DOLLAR GEN CORP NEW 1.2%

Value $8.839M (+12.3%) Shares 76,784 (+15.8%) Est. Cost $121.04 Unrealized —

AZO AUTOZONE INC 1.4%

Value $10.2M (+6.9%) Shares 3,193 (+13.0%) Est. Cost $3085.45 Unrealized —

MCK MCKESSON CORP 1.9%

Value $14.34M (-3.4%) Shares 18,977 (+10.7%) Est. Cost $555.24 Unrealized —

WMT WALMART INC 2.8%

Value $20.79M (-0.6%) Shares 183,565 (+9.1%) Est. Cost $72.50 Unrealized —

MCD MCDONALDS CORP 1.5%

Value $11.43M (-0.3%) Shares 42,284 (+14.7%) Est. Cost $280.18 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VOO	VANGUARD INDEX FDS	163,793 (+23.3%)	$112M (+41.8%)	14.9%	$566.47	—	S&P 500 ETF SHS	922908363
TXN	TEXAS INSTRS INC	68,305 (+10.3%)	$20.36M (+69.3%)	2.7%	$182.07	—	COM	882508104
UNH	UNITEDHEALTH GROUP INC	38,510 (+13.4%)	$16.01M (+74.2%)	2.1%	$368.62	—	COM	91324P102
JPM	JPMORGAN CHASE & CO	65,270 (+10.3%)	$21.36M (+22.7%)	2.8%	$206.61	—	COM	46625H100
AAPL	APPLE INC	62,025 (+11.9%)	$17.95M (+27.6%)	2.4%	$206.49	—	COM	037833100
GWW	GRAINGER W W INC	10,146 (+11.4%)	$13.8M (+38.9%)	1.8%	$935.98	—	COM	384802104
STLD	STEEL DYNAMICS INC	56,258 (+11.3%)	$12.91M (+41.8%)	1.7%	$141.61	—	COM	858119100
V	VISA INC	49,282 (+12.3%)	$16.91M (+27.5%)	2.2%	$285.57	—	COM CL A	92826C839
PM	PHILIP MORRIS INTL INC	105,305 (+10.2%)	$19.05M (+20.5%)	2.5%	$117.74	—	COM	718172109
KMX	CARMAX INC	174,637 (+18.8%)	$9.237M (+51.1%)	1.2%	$42.76	—	COM	143130102
CPRT	COPART INC	308,776 (+77.4%)	$8.704M (+50.7%)	1.2%	$40.98	—	COM	217204106
MAR	MARRIOTT INTL INC NEW	36,164 (+11.4%)	$13.4M (+26.2%)	1.8%	$265.12	—	CL A	571903202
PHM	PULTE GROUP INC	82,420 (+13.4%)	$11.31M (+32.3%)	1.5%	$117.44	—	COM	745867101
PGR	PROGRESSIVE CORP	64,689 (+12.8%)	$14.13M (+24.3%)	1.9%	$186.68	—	COM	743315103
JNJ	JOHNSON & JOHNSON	84,464 (+9.7%)	$21.45M (+14.0%)	2.8%	$164.70	—	COM	478160104
HD	HOME DEPOT INC	38,376 (+14.6%)	$13.53M (+22.8%)	1.8%	$341.16	—	COM	437076102
BRK/B	BERKSHIRE HATHAWAY INC DEL	33,029 (+12.6%)	$16.53M (+17.6%)	2.2%	$423.79	—	CL B NEW	084670702
WAB	WABTEC	57,278 (+8.7%)	$15.44M (+17.3%)	2.0%	$159.00	—	COM	929740108
ODFL	OLD DOMINION FREIGHT LINE IN	54,794 (+11.5%)	$11.87M (+23.6%)	1.6%	$188.92	—	COM	679580100
SNPS	SYNOPSYS INC	23,270 (+13.5%)	$10.38M (+27.7%)	1.4%	$541.59	—	COM	871607107
AMGN	AMGEN INC	42,075 (+12.2%)	$15.24M (+15.4%)	2.0%	$283.94	—	COM	031162100
CSL	CARLISLE COS INC	20,774 (+20.0%)	$7.536M (+30.5%)	1.0%	$375.32	—	COM	142339100
SHW	SHERWIN WILLIAMS CO	22,288 (+20.8%)	$7.674M (+29.8%)	1.0%	$339.32	—	COM	824348106
PCAR	PACCAR INC	104,525 (+11.4%)	$12.56M (+15.9%)	1.7%	$94.79	—	COM	693718108
DIS	DISNEY WALT CO	109,416 (+15.8%)	$10.53M (+15.6%)	1.4%	$104.86	—	COM	254687106
ACGL	ARCH CAP GROUP LTD	112,550 (+12.3%)	$10.92M (+13.5%)	1.4%	$84.67	—	ORD	G0450A105
SCHW	SCHWAB CHARLES CORP	167,370 (+11.2%)	$15.44M (+9.2%)	2.0%	$73.25	—	COM	808513105
MSFT	MICROSOFT CORP	34,042 (+9.6%)	$12.7M (+10.5%)	1.7%	$379.08	—	COM	594918104
MRSH	MARSH & MCLENNAN COS INC	57,480 (+16.1%)	$9.58M (+11.6%)	1.3%	$192.42	—	COM	571748102
DG	DOLLAR GEN CORP NEW	76,784 (+15.8%)	$8.839M (+12.3%)	1.2%	$121.04	—	COM	256677105
AZO	AUTOZONE INC	3,193 (+13.0%)	$10.2M (+6.9%)	1.4%	$3085.45	—	COM	053332102
MCK	MCKESSON CORP	18,977 (+10.7%)	$14.34M (-3.4%)	1.9%	$555.24	—	COM	58155Q103
WMT	WALMART INC	183,565 (+9.1%)	$20.79M (-0.6%)	2.8%	$72.50	—	COM	931142103
MCD	MCDONALDS CORP	42,284 (+14.7%)	$11.43M (-0.3%)	1.5%	$280.18	—	COM	580135101

Exited Positions (4)

BMY BRISTOL-MYERS SQUIBB CO 1.5%

Value $11.58M Shares 190,863 Est. Cost $49.64 Unrealized —

CVX CHEVRON CORP NEW 1.5%

Value $11M Shares 53,155 Est. Cost $146.49 Unrealized —

ORCL ORACLE CORP 0.9%

Value $6.852M Shares 46,579 Est. Cost $135.84 Unrealized —

FDS FACTSET RESH SYS INC 0.6%

Value $4.864M Shares 22,418 Est. Cost $273.17 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BMY	BRISTOL-MYERS SQUIBB CO	190,863	$11.58M	1.5%	$49.64	—	—	110122108
CVX	CHEVRON CORP NEW	53,155	$11M	1.5%	$146.49	—	—	166764100
ORCL	ORACLE CORP	46,579	$6.852M	0.9%	$135.84	—	—	68389X105
FDS	FACTSET RESH SYS INC	22,418	$4.864M	0.6%	$273.17	—	—	303075105

Decreased Positions (2)

XOM EXXON MOBIL CORP 1.2%

Value $9.36M (-49.1%) Shares 68,460 (-36.8%) Est. Cost $105.84 Unrealized —

WMB WILLIAMS COS INC 1.5%

Value $11.48M (-27.5%) Shares 154,489 (-29.0%) Est. Cost $41.86 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
XOM	EXXON MOBIL CORP	68,460 (-36.8%)	$9.36M (-49.1%)	1.2%	$105.84	—	COM	30231G102
WMB	WILLIAMS COS INC	154,489 (-29.0%)	$11.48M (-27.5%)	1.5%	$41.86	—	COM	969457100

Unchanged Positions (1)

VTI VANGUARD INDEX FDS 16.0%

Value $121M Shares 326,312 Est. Cost $241.44 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VTI	VANGUARD INDEX FDS	326,312	$121M	16.0%	$241.44	—	TOTAL STK MKT	922908769