Kinsale Capital Group, Inc. 13F Holdings · Q2 2026
Kinsale Capital Group, Inc. reported 41 securities worth $754.42M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VTI (16.01%), VOO (14.91%), JNJ (2.84%). Among its top 25 positions this quarter: 3 new, 21 added.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $120.7M | 16.01% | 326,312 | Hold |
| 2 | VOO | VANGUARD INDEX FDS | $112.5M | 14.91% | 163,793 | Added |
| 3 | JNJ | JOHNSON & JOHNSON | $21.5M | 2.84% | 84,464 | Added |
| 4 | JPM | JPMORGAN CHASE & CO | $21.4M | 2.83% | 65,270 | Added |
| 5 | WMT | WALMART INC | $20.8M | 2.76% | 183,565 | Added |
| 6 | TXN | TEXAS INSTRS INC | $20.4M | 2.70% | 68,305 | Added |
| 7 | PM | PHILIP MORRIS INTL INC | $19.1M | 2.53% | 105,305 | Added |
| 8 | AAPL | APPLE INC | $17.9M | 2.38% | 62,025 | Added |
| 9 | V | VISA INC | $16.9M | 2.24% | 49,282 | Added |
| 10 | BRKB | BERKSHIRE HATHAWAY INC DEL | $16.5M | 2.19% | 33,029 | Added |
| 11 | UNH | UNITEDHEALTH GROUP INC | $16.0M | 2.12% | 38,510 | Added |
| 12 | SCHW | SCHWAB CHARLES CORP | $15.4M | 2.05% | 167,370 | Added |
| 13 | WAB | WABTEC | $15.4M | 2.05% | 57,278 | Added |
| 14 | AMGN | AMGEN INC | $15.2M | 2.02% | 42,075 | Added |
| 15 | MCK | MCKESSON CORP | $14.3M | 1.90% | 18,977 | Added |
| 16 | PGR | PROGRESSIVE CORP | $14.1M | 1.87% | 64,689 | Added |
| 17 | GWW | GRAINGER W W INC | $13.8M | 1.83% | 10,146 | Added |
| 18 | HD | HOME DEPOT INC | $13.5M | 1.79% | 38,376 | Added |
| 19 | MAR | MARRIOTT INTL INC NEW | $13.4M | 1.78% | 36,164 | Added |
| 20 | HEIA | HEICO CORP NEW | $13.3M | 1.76% | 51,557 | New |
| 21 | BNY | BANK OF NY MELLON CORP | $13.0M | 1.73% | 90,062 | New |
| 22 | STLD | STEEL DYNAMICS INC | $12.9M | 1.71% | 56,258 | Added |
| 23 | AMZN | AMAZON COM INC | $12.7M | 1.68% | 53,115 | New |
| 24 | MSFT | MICROSOFT CORP | $12.7M | 1.68% | 34,042 | Added |
| 25 | PCAR | PACCAR INC | $12.6M | 1.66% | 104,525 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR