Spyglass Capital Management LLC KNSL — KINSALE CAP GROUP INC

Ownership history in Spyglass Capital Management LLC  ·  8 quarters on record

AI Ownership Summary

Spyglass Capital Management LLC reported KINSALE CAP GROUP INC (KNSL) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 5.06% in 2025 Q1. The latest visible filing shows KNSL at 3.52% 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 Spyglass 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
2026 Q1

KNSL was reported at 3.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.06% 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 Q2 to 2026 Q1

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 Spyglass Capital Management LLC fund profile Spyglass Capital Management LLC full holdings
How Spyglass 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 30.5% -2.7% ✅ 137,029 -60,157 -30.5% 3.52% $46.8M 2026-05-15 $311.04
2025 Q4 ADDED — — — 197,186 +53,801 +37.5% 3.86% $77.1M 2026-02-17 $376.09
2025 Q3 REDUCED — — — 143,385 -2,227 -1.5% 3.25% $61.0M 2025-11-14 $389.21
2025 Q2 REDUCED — — — 145,612 -5,809 -3.8% 4.16% $70.5M 2025-08-13 $450.97
2025 Q1 ADDED — — — 151,421 +31,526 +26.3% 5.06% $73.7M 2025-05-15 $458.34
2024 Q4 ADDED — — — 119,895 +31,547 +35.7% 3.14% $55.8M 2025-02-14 $447.96
2024 Q3 REDUCED — — — 88,348 -1,329 -1.5% 2.70% $41.1M 2024-11-14 $472.19
2024 Q2 INITIATED — — — 89,677 — — 2.53% $34.6M 2024-08-14 $478.11

🏢 Other funds also holding KNSL

As of 2026 Q2 — sorted by position size

Salvus Wealth Management, LLC 3Y 1.03% CX Institutional 3Y 7Y 0.11% Handelsbanken Fonder AB 3Y 7Y 0.03% KERR FINANCIAL PLANNING Corp 0.01% HARBOR INVESTMENT ADVISORY, LLC 3Y 0.01% Abound Wealth Management 0.01% GAMMA Investing LLC 0.01% Allied Private Wealth LLC 0.01% Hilltop National Bank 0.0% Versant Capital Management, Inc 3Y 7Y 0.0%

FAQ About Spyglass 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 Spyglass Capital Management LLC reported owning KNSL?

Spyglass Capital Management LLC reported KNSL across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported KNSL position in Spyglass Capital Management LLC's portfolio?

The largest reported portfolio weight for KNSL was 5.06% in 2025 Q1.

What is the latest reported KNSL position on this page?

The most recent filing on this page is 2026 Q1, when Spyglass Capital Management LLC reported 137,029 shares, equal to 3.52% of portfolio, with an estimated market value of $46.8M.

What does the chart on this KNSL ownership page compare?

The chart compares Spyglass 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 Spyglass Capital Management LLC time their KNSL position?

Based on 13F filing dates vs. subsequent KNSL price moves, Spyglass Capital Management LLC correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on KNSL relative to SPY over the holding period was -35.2%.

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