KN

KNSL KINSALE CAPITAL GROUP INC

2026Q2 · CUSIP 49714P108 · Sector: Financials

Normal

Fund flows are within the usual range

Funds that own it
592
Institutions that reported holding it to the SEC
Net increase in holders
+20
Last quarter 572 → now 592
How unusual is that
Above average
Stronger buying than 77% of US stocks
What the filings say, in one paragraph

592 funds held KNSL at the end of 2026Q2, up 20 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $2.0B(YoY +8.3%), the P/E is 16.1x, return on equity is 27.4%. KNSL has had 15 buying rushes in its history, and the price moved +8.9% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Financials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2016Q4: holders=84 2017Q1: holders=90 2017Q2: holders=97 2017Q3: holders=102 2017Q4: holders=123 2018Q1: holders=125 2018Q2: holders=132 2018Q3: holders=137 2018Q4: holders=144 2019Q1: holders=148 2019Q2: holders=162 2019Q3: holders=173 2019Q4: holders=189 2020Q1: holders=188 2020Q2: holders=245 2020Q3: holders=264 2020Q4: holders=291 2021Q1: holders=275 2021Q2: holders=259 2021Q3: holders=278 2021Q4: holders=301 2022Q1: holders=308 2022Q2: holders=313 2022Q3: holders=342 2022Q4: holders=383 2023Q1: holders=385 2023Q2: holders=428 2023Q3: holders=440 2023Q4: holders=479 2024Q1: holders=533 2024Q2: holders=516 2024Q3: holders=538 2024Q4: holders=581 2025Q1: holders=601 2025Q2: holders=597 2025Q3: holders=584 2025Q4: holders=593 2026Q1: holders=572 2026Q2: holders=592 -57 -28.5 +0 +28.5 +57 75354632 16Q417Q418Q419Q420Q421Q422Q423Q424Q425Q426Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 15 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2025Q1 Top 20% -2.2% -17.4%
2024Q4 Top 20% +3.2% -0.7%
2024Q3 Top 20% -7.4% -2.0%
2024Q1 Top 5% +24.5% +19.1%
2023Q4 Top 20% -22.6% -3.6%
2023Q3 Top 20% +40.7% +9.3%
2023Q2 Top 5% -2.6% +14.6%
2022Q4 Top 10% +10.9% +26.2%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
221
Change in large funds
+20
Total value they hold
$7.1B
Funds buying for the first time
105
Funds that sold out entirely
85
Price change that quarter
+13.1%
Funds holding puts (bearish)
5
Funds holding calls (bullish)
9

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

Fundamentals

PE (TTM)
16.1
EPS (TTM)
$22.93
EPS YoY
+12.7%
Revenue (TTM)
$2.0B
Revenue YoY
+8.3%
Net margin
26.9%
ROE
27.4%
Debt ratio
70.2%
FCF (TTM)
$973M
Dividend (TTM)
$0.92
Quarterly Revenue & EPS
2021-12-31: EPS 2.09 2022-03-31: EPS 1.38 2022-06-30: EPS 1.17 2022-09-30: EPS 1.43 2022-12-31: EPS 2.90 2023-03-31: EPS 2.40 2023-06-30: EPS 3.12 2023-09-30: EPS 3.26 2023-12-31: EPS 4.44 2024-03-31: EPS 4.24 2024-06-30: EPS 3.97 2024-09-30: EPS 4.90 2024-12-31: EPS 4.67 2025-03-31: EPS 3.83 2025-06-30: EPS 5.76 2025-09-30: EPS 6.09 2025-12-31: EPS 5.97 2026-03-31: EPS 4.88 2026-06-30: EPS 7.72 2026-09-30: EPS 4.36 0M 274M 549M $M 0.00 4.25 8.49 2016201720182019202020212022202320242025202609/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 26 12 32 51 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
0K145M290M 20162017201820192020202120222023202420252026
Latest quarter $241M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-09-30 · SEC filings (XBRL)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.