Filed: 8/5/2026ACC: 0001669162-26-000044
📋 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 $754.42M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
41
Positions
$754.42M
Total AUM (reported)
3.36M
Total Shares
Allocation by class
COM$450.12M59.7%
TOTAL STK MKT$120.75M16.0%
S&P 500 ETF SHS$112.49M14.9%
CL A$26.70M3.5%
COM CL A$16.91M2.2%
CL B NEW$16.53M2.2%
ORD$10.92M1.4%
Portfolio Concentration
Top 3$254.69M33.8%
4–10$132.95M17.6%
11–25$208.48M27.6%
Rest$158.30M21.0%
Top 3 weight
33.8%
Top 10 weight
51.4%
Voting Authority Distribution
Total shares with voting rights: 3.36M
Sole
Full voting authority
3.36M
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$120.75M
16.01%
Sole
326.31K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
DFNDShares163.79K
TypeSH
Market value$112.49M
14.91%
Sole
163.79K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
DFNDShares84.46K
TypeSH
Market value$21.45M
2.84%
Sole
84.46K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
DFNDShares65.27K
TypeSH
Market value$21.36M
2.83%
Sole
65.27K
Shared
0.00
None
0.00
WALMART INC
DFNDShares183.56K
TypeSH
Market value$20.79M
2.76%
Sole
183.56K
Shared
0.00
None
0.00
TEXAS INSTRS INC
DFNDShares68.31K
TypeSH
Market value$20.36M
2.70%
Sole
68.31K
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC
DFNDShares105.31K
TypeSH
Market value$19.05M
2.53%
Sole
105.31K
Shared
0.00
None
0.00
APPLE INC
DFNDShares62.02K
TypeSH
Market value$17.95M
2.38%
Sole
62.02K
Shared
0.00
None
0.00
VISA INC
DFNDShares49.28K
TypeSH
Market value$16.91M
2.24%
Sole
49.28K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
DFNDShares33.03K
TypeSH
Market value$16.53M
2.19%
Sole
33.03K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
DFNDShares38.51K
TypeSH
Market value$16.01M
2.12%
Sole
38.51K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
DFNDShares167.37K
TypeSH
Market value$15.44M
2.05%
Sole
167.37K
Shared
0.00
None
0.00
WABTEC
DFNDShares57.28K
TypeSH
Market value$15.44M
2.05%
Sole
57.28K
Shared
0.00
None
0.00
AMGEN INC
DFNDShares42.08K
TypeSH
Market value$15.24M
2.02%
Sole
42.08K
Shared
0.00
None
0.00
MCKESSON CORP
DFNDShares18.98K
TypeSH
Market value$14.34M
1.90%
Sole
18.98K
Shared
0.00
None
0.00
PROGRESSIVE CORP
DFNDShares64.69K
TypeSH
Market value$14.13M
1.87%
Sole
64.69K
Shared
0.00
None
0.00
GRAINGER W W INC
DFNDShares10.15K
TypeSH
Market value$13.80M
1.83%
Sole
10.15K
Shared
0.00
None
0.00
HOME DEPOT INC
DFNDShares38.38K
TypeSH
Market value$13.53M
1.79%
Sole
38.38K
Shared
0.00
None
0.00
MARRIOTT INTL INC NEW
DFNDShares36.16K
TypeSH
Market value$13.40M
1.78%
Sole
36.16K
Shared
0.00
None
0.00
HEICO CORP NEW
DFNDShares51.56K
TypeSH
Market value$13.30M
1.76%
Sole
51.56K
Shared
0.00
None
0.00
BANK OF NY MELLON CORP
DFNDShares90.06K
TypeSH
Market value$13.02M
1.73%
Sole
90.06K
Shared
0.00
None
0.00
STEEL DYNAMICS INC
DFNDShares56.26K
TypeSH
Market value$12.91M
1.71%
Sole
56.26K
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares34.04K
TypeSH
Market value$12.70M
1.68%
Sole
34.04K
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares53.12K
TypeSH
Market value$12.66M
1.68%
Sole
53.12K
Shared
0.00
None
0.00
PACCAR INC
DFNDShares104.53K
TypeSH
Market value$12.56M
1.66%
Sole
104.53K
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 | $120.75M 16.01% | 326.31K | 0.00 | 0.00 |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 163.79K | SH | $112.49M 14.91% | 163.79K | 0.00 | 0.00 |
JOHNSON & JOHNSONDFND | COM | 84.46K | SH | $21.45M 2.84% | 84.46K | 0.00 | 0.00 |
JPMORGAN CHASE & CODFND | COM | 65.27K | SH | $21.36M 2.83% | 65.27K | 0.00 | 0.00 |
WALMART INCDFND | COM | 183.56K | SH | $20.79M 2.76% | 183.56K | 0.00 | 0.00 |
TEXAS INSTRS INCDFND | COM | 68.31K | SH | $20.36M 2.70% | 68.31K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCDFND | COM | 105.31K | SH | $19.05M 2.53% | 105.31K | 0.00 | 0.00 |
APPLE INCDFND | COM | 62.02K | SH | $17.95M 2.38% | 62.02K | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 49.28K | SH | $16.91M 2.24% | 49.28K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 33.03K | SH | $16.53M 2.19% | 33.03K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCDFND | COM | 38.51K | SH | $16.01M 2.12% | 38.51K | 0.00 | 0.00 |
SCHWAB CHARLES CORPDFND | COM | 167.37K | SH | $15.44M 2.05% | 167.37K | 0.00 | 0.00 |
WABTECDFND | COM | 57.28K | SH | $15.44M 2.05% | 57.28K | 0.00 | 0.00 |
AMGEN INCDFND | COM | 42.08K | SH | $15.24M 2.02% | 42.08K | 0.00 | 0.00 |
MCKESSON CORPDFND | COM | 18.98K | SH | $14.34M 1.90% | 18.98K | 0.00 | 0.00 |
PROGRESSIVE CORPDFND | COM | 64.69K | SH | $14.13M 1.87% | 64.69K | 0.00 | 0.00 |
GRAINGER W W INCDFND | COM | 10.15K | SH | $13.80M 1.83% | 10.15K | 0.00 | 0.00 |
HOME DEPOT INCDFND | COM | 38.38K | SH | $13.53M 1.79% | 38.38K | 0.00 | 0.00 |
MARRIOTT INTL INC NEWDFND | CL A | 36.16K | SH | $13.40M 1.78% | 36.16K | 0.00 | 0.00 |
HEICO CORP NEWDFND | CL A | 51.56K | SH | $13.30M 1.76% | 51.56K | 0.00 | 0.00 |
BANK OF NY MELLON CORPDFND | COM | 90.06K | SH | $13.02M 1.73% | 90.06K | 0.00 | 0.00 |
STEEL DYNAMICS INCDFND | COM | 56.26K | SH | $12.91M 1.71% | 56.26K | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 34.04K | SH | $12.70M 1.68% | 34.04K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 53.12K | SH | $12.66M 1.68% | 53.12K | 0.00 | 0.00 |
PACCAR INCDFND | COM | 104.53K | SH | $12.56M 1.66% | 104.53K | 0.00 | 0.00 |
Page 1 of 2