Filed: 5/6/2026ACC: 0001669162-26-000033
📋 What this filing means
KINSALE CAPITAL GROUP, INC. filed this quarterly 13F‑HR report disclosing 41 equity positions with a total reported market value of $623.87M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
41
Positions
$623.87M
Total AUM (reported)
3.14M
Total Shares
Allocation by class
COM$392.27M62.9%
TOTAL STK MKT$104.68M16.8%
S&P 500 ETF SHS$79.36M12.7%
CL B NEW$14.06M2.3%
COM CL A$13.27M2.1%
CL A$10.62M1.7%
ORD$9.62M1.5%
Portfolio Concentration
Top 3$204.95M32.9%
4–10$115.24M18.5%
11–25$179.09M28.7%
Rest$124.59M20.0%
Top 3 weight
32.9%
Top 10 weight
51.3%
Voting Authority Distribution
Total shares with voting rights: 3.14M
Sole
Full voting authority
3.14M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other41
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings41
Rows:
VANGUARD INDEX FDS
DFNDShares326.31K
TypeSH
Market value$104.68M
16.78%
Sole
326.31K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
DFNDShares132.80K
TypeSH
Market value$79.36M
12.72%
Sole
132.80K
Shared
0.00
None
0.00
WALMART INC
DFNDShares168.26K
TypeSH
Market value$20.91M
3.35%
Sole
168.26K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
DFNDShares77K
TypeSH
Market value$18.82M
3.02%
Sole
77K
Shared
0.00
None
0.00
EXXON MOBIL CORP
DFNDShares108.34K
TypeSH
Market value$18.38M
2.95%
Sole
108.34K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
DFNDShares59.20K
TypeSH
Market value$17.41M
2.79%
Sole
59.20K
Shared
0.00
None
0.00
WILLIAMS COS INC
DFNDShares217.62K
TypeSH
Market value$15.84M
2.54%
Sole
217.62K
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC
DFNDShares95.60K
TypeSH
Market value$15.81M
2.53%
Sole
95.60K
Shared
0.00
None
0.00
MCKESSON CORP
DFNDShares17.15K
TypeSH
Market value$14.84M
2.38%
Sole
17.15K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
DFNDShares150.47K
TypeSH
Market value$14.14M
2.27%
Sole
150.47K
Shared
0.00
None
0.00
APPLE INC
DFNDShares55.43K
TypeSH
Market value$14.07M
2.25%
Sole
55.43K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
DFNDShares29.34K
TypeSH
Market value$14.06M
2.25%
Sole
29.34K
Shared
0.00
None
0.00
VISA INC
DFNDShares43.89K
TypeSH
Market value$13.27M
2.13%
Sole
43.89K
Shared
0.00
None
0.00
AMGEN INC
DFNDShares37.51K
TypeSH
Market value$13.20M
2.12%
Sole
37.51K
Shared
0.00
None
0.00
WABTEC
DFNDShares52.68K
TypeSH
Market value$13.17M
2.11%
Sole
52.68K
Shared
0.00
None
0.00
TEXAS INSTRS INC
DFNDShares61.93K
TypeSH
Market value$12.02M
1.93%
Sole
61.93K
Shared
0.00
None
0.00
BRISTOL-MYERS SQUIBB CO
DFNDShares190.86K
TypeSH
Market value$11.58M
1.86%
Sole
190.86K
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares31.06K
TypeSH
Market value$11.50M
1.84%
Sole
31.06K
Shared
0.00
None
0.00
MCDONALDS CORP
DFNDShares36.88K
TypeSH
Market value$11.46M
1.84%
Sole
36.88K
Shared
0.00
None
0.00
PROGRESSIVE CORP
DFNDShares57.36K
TypeSH
Market value$11.37M
1.82%
Sole
57.36K
Shared
0.00
None
0.00
HOME DEPOT INC
DFNDShares33.50K
TypeSH
Market value$11.02M
1.77%
Sole
33.50K
Shared
0.00
None
0.00
CHEVRON CORP NEW
DFNDShares53.16K
TypeSH
Market value$11.00M
1.76%
Sole
53.16K
Shared
0.00
None
0.00
PACCAR INC
DFNDShares93.82K
TypeSH
Market value$10.84M
1.74%
Sole
93.82K
Shared
0.00
None
0.00
MARRIOTT INTL INC NEW
DFNDShares32.46K
TypeSH
Market value$10.62M
1.70%
Sole
32.46K
Shared
0.00
None
0.00
GRAINGER W W INC
DFNDShares9.11K
TypeSH
Market value$9.93M
1.59%
Sole
9.11K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSDFND | TOTAL STK MKT | 326.31K | SH | $104.68M 16.78% | 326.31K | 0.00 | 0.00 |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 132.80K | SH | $79.36M 12.72% | 132.80K | 0.00 | 0.00 |
WALMART INCDFND | COM | 168.26K | SH | $20.91M 3.35% | 168.26K | 0.00 | 0.00 |
JOHNSON & JOHNSONDFND | COM | 77K | SH | $18.82M 3.02% | 77K | 0.00 | 0.00 |
EXXON MOBIL CORPDFND | COM | 108.34K | SH | $18.38M 2.95% | 108.34K | 0.00 | 0.00 |
JPMORGAN CHASE & CODFND | COM | 59.20K | SH | $17.41M 2.79% | 59.20K | 0.00 | 0.00 |
WILLIAMS COS INCDFND | COM | 217.62K | SH | $15.84M 2.54% | 217.62K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCDFND | COM | 95.60K | SH | $15.81M 2.53% | 95.60K | 0.00 | 0.00 |
MCKESSON CORPDFND | COM | 17.15K | SH | $14.84M 2.38% | 17.15K | 0.00 | 0.00 |
SCHWAB CHARLES CORPDFND | COM | 150.47K | SH | $14.14M 2.27% | 150.47K | 0.00 | 0.00 |
APPLE INCDFND | COM | 55.43K | SH | $14.07M 2.25% | 55.43K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 29.34K | SH | $14.06M 2.25% | 29.34K | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 43.89K | SH | $13.27M 2.13% | 43.89K | 0.00 | 0.00 |
AMGEN INCDFND | COM | 37.51K | SH | $13.20M 2.12% | 37.51K | 0.00 | 0.00 |
WABTECDFND | COM | 52.68K | SH | $13.17M 2.11% | 52.68K | 0.00 | 0.00 |
TEXAS INSTRS INCDFND | COM | 61.93K | SH | $12.02M 1.93% | 61.93K | 0.00 | 0.00 |
BRISTOL-MYERS SQUIBB CODFND | COM | 190.86K | SH | $11.58M 1.86% | 190.86K | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 31.06K | SH | $11.50M 1.84% | 31.06K | 0.00 | 0.00 |
MCDONALDS CORPDFND | COM | 36.88K | SH | $11.46M 1.84% | 36.88K | 0.00 | 0.00 |
PROGRESSIVE CORPDFND | COM | 57.36K | SH | $11.37M 1.82% | 57.36K | 0.00 | 0.00 |
HOME DEPOT INCDFND | COM | 33.50K | SH | $11.02M 1.77% | 33.50K | 0.00 | 0.00 |
CHEVRON CORP NEWDFND | COM | 53.16K | SH | $11.00M 1.76% | 53.16K | 0.00 | 0.00 |
PACCAR INCDFND | COM | 93.82K | SH | $10.84M 1.74% | 93.82K | 0.00 | 0.00 |
MARRIOTT INTL INC NEWDFND | CL A | 32.46K | SH | $10.62M 1.70% | 32.46K | 0.00 | 0.00 |
GRAINGER W W INCDFND | COM | 9.11K | SH | $9.93M 1.59% | 9.11K | 0.00 | 0.00 |
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