DONALDSON CAPITAL MANAGEMENT, LLC KNSL — KINSALE CAP GROUP INC

Ownership history in DONALDSON CAPITAL MANAGEMENT, LLC  ·  7 quarters on record

AI Ownership Summary

DONALDSON CAPITAL MANAGEMENT, LLC reported KINSALE CAP GROUP INC (KNSL) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.21% in 2025 Q1. The latest visible filing shows KNSL at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this KNSL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DONALDSON CAPITAL MANAGEMENT, LLC's position in KINSALE CAP GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

KNSL was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

KNSL stock page DONALDSON CAPITAL MANAGEMENT, LLC fund profile DONALDSON CAPITAL MANAGEMENT, LLC full holdings
How DONALDSON CAPITAL MANAGEMENT, LLC held KNSL — position size vs. price
% of Fund (quarterly)    KNSL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 17.4% -7.0% ✅ 8,981 -1,892 -17.4% 0.12% $3.8M 2025-11-04 $387.93
2025 Q2 REDUCED 5.9% -13.8% ✅ 10,873 -679 -5.9% 0.19% $5.3M 2025-08-07 $439.00
2025 Q1 ADDED — — — 11,552 +339 +3.0% 0.21% $5.6M 2025-04-15 $482.92
2024 Q4 ADDED — — — 11,213 +625 +5.9% 0.20% $5.2M 2025-02-07 $488.03
2024 Q3 ADDED — — — 10,588 +287 +2.8% 0.19% $4.9M 2024-10-29 $432.40
2024 Q2 ADDED — — — 10,301 +817 +8.6% 0.17% $4.0M 2024-07-31 $455.39
2024 Q1 INITIATED — — — 9,484 — — 0.21% $5.0M 2024-04-22 $461.35

🏢 Other funds also holding KNSL

As of 2026 Q1 — sorted by position size

Langdon Equity Partners 16.25% Maren Capital LLC 4.83% Doma Perpetual Capital Management LLC 4.59% Prime Capital Management Co Ltd 3Y 7Y 4.43% LOUNTZIS ASSET MANAGEMENT, LLC 3Y 3.63% Turtle Creek Asset Management Inc. 3Y 7Y 3.58% Spyglass Capital Management LLC 3Y 7Y 3.52% Giverny Capital Inc. 3Y 7Y 2.74% JACOBSON & SCHMITT ADVISORS, LLC 3Y 7Y 2.73% Rockbridge Asset Management LLC 2.61%

FAQ About DONALDSON CAPITAL MANAGEMENT, LLC and KNSL

These are the practical questions this page is built to answer before you even open the full history table.

How long has DONALDSON CAPITAL MANAGEMENT, LLC reported owning KNSL?

DONALDSON CAPITAL MANAGEMENT, LLC reported KNSL across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported KNSL position in DONALDSON CAPITAL MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for KNSL was 0.21% in 2025 Q1.

What is the latest reported KNSL position on this page?

The most recent filing on this page is 2025 Q3, when DONALDSON CAPITAL MANAGEMENT, LLC reported 8,981 shares, equal to 0.12% of portfolio, with an estimated market value of $3.8M.

What does the chart on this KNSL ownership page compare?

The chart compares DONALDSON CAPITAL MANAGEMENT, LLC's quarterly KNSL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did DONALDSON CAPITAL MANAGEMENT, LLC time their KNSL position?

Based on 13F filing dates vs. subsequent KNSL price moves, DONALDSON CAPITAL MANAGEMENT, LLC correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on KNSL relative to SPY over the holding period was -27.4%.

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