Kinsale Capital Group, Inc.
42 holdingsFiling period: 2026-06-30Current AUM: $795.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Index Fds | 326.3K | $120.7M | $123.0M | 15.46% | -- | 2026-06-30 |
| 2 | VOO | Vanguard Index Fds | 163.8K | $112.5M | $115.8M | 14.55% | +31.0K | 2026-06-30 |
| 3 | JNJ | Johnson & Johnson | 84.5K | $21.5M | $21.9M | 2.75% | +7.5K | 2026-06-30 |
| 4 | JPM | JPMorgan Chase & Co | 65.3K | $21.4M | $21.9M | 2.75% | +6.1K | 2026-06-30 |
| 5 | WMT | Walmart Inc | 183.6K | $20.8M | $21.6M | 2.72% | +15.3K | 2026-06-30 |
| 6 | TXN | Texas Instrs Inc | 68.3K | $20.4M | $19.0M | 2.38% | +6.4K | 2026-06-30 |
| 7 | PM | Philip Morris Intl Inc | 105.3K | $19.1M | $21.0M | 2.65% | +9.7K | 2026-06-30 |
| 8 | AAPL | Apple Inc | 62.0K | $17.9M | $21.1M | 2.65% | +6.6K | 2026-06-30 |
| 9 | V | Visa Inc | 49.3K | $16.9M | $20.0M | 2.52% | +5.4K | 2026-06-30 |
| 10 | BRK-B | Berkshire Hathaway Inc Del | 33.0K | $16.5M | $16.5M | 2.08% | +3.7K | 2026-06-30 |
| 11 | UNH | Unitedhealth Group Inc | 38.5K | $16.0M | $16.1M | 2.03% | +4.6K | 2026-06-30 |
| 12 | SCHW | Schwab Charles Corp | 167.4K | $15.4M | $15.2M | 1.91% | +16.9K | 2026-06-30 |
| 13 | WAB | Wabtec | 57.3K | $15.4M | $16.2M | 2.04% | +4.6K | 2026-06-30 |
| 14 | AMGN | Amgen Inc | 42.1K | $15.2M | $18.5M | 2.32% | +4.6K | 2026-06-30 |
| 15 | MCK | McKesson Corp | 19.0K | $14.3M | $19.5M | 2.46% | +1.8K | 2026-06-30 |
| 16 | PGR | Progressive Corp | 64.7K | $14.1M | $14.4M | 1.80% | +7.3K | 2026-06-30 |
| 17 | GWW | Grainger W W Inc | 10.1K | $13.8M | $13.6M | 1.70% | +1.0K | 2026-06-30 |
| 18 | HD | Home Depot Inc | 38.4K | $13.5M | $12.1M | 1.52% | +4.9K | 2026-06-30 |
| 19 | MAR | Marriott Intl Inc New | 36.2K | $13.4M | $14.4M | 1.81% | +3.7K | 2026-06-30 |
| 20 | HEI/A | Heico Corp New | 51.6K | $13.3M | $13.3M | 1.67% | -- | 2026-06-30 |
| 21 | BK | Bank of NY Mellon Corp | 90.1K | $13.0M | $13.0M | 1.64% | -- | 2026-06-30 |
| 22 | STLD | Steel Dynamics Inc | 56.3K | $12.9M | $13.7M | 1.73% | +5.7K | 2026-06-30 |
| 23 | MSFT | Microsoft Corp | 34.0K | $12.7M | $18.1M | 2.28% | +3.0K | 2026-06-30 |
| 24 | AMZN | Amazon.com Inc | 53.1K | $12.7M | $13.9M | 1.75% | -- | 2026-06-30 |
| 25 | PCAR | Paccar Inc | 104.5K | $12.6M | $11.5M | 1.45% | +10.7K | 2026-06-30 |
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