TIMUCUAN ASSET MANAGEMENT INC/FL KNSL — KINSALE CAPITAL GROUP INC

Ownership history in TIMUCUAN ASSET MANAGEMENT INC/FL  ·  3 quarters on record

AI Ownership Summary

TIMUCUAN ASSET MANAGEMENT INC/FL reported KINSALE CAPITAL GROUP INC (KNSL) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 3.46% in 2026 Q2. The latest visible filing shows KNSL at 3.40% 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 TIMUCUAN ASSET MANAGEMENT INC/FL's position in KINSALE CAPITAL 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 Q3

KNSL was reported at 3.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.46% in 2026 Q2

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

Time in book
Holding Window
2026 Q1 to 2026 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 TIMUCUAN ASSET MANAGEMENT INC/FL fund profile TIMUCUAN ASSET MANAGEMENT INC/FL full holdings
How TIMUCUAN ASSET MANAGEMENT INC/FL 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 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 285,114 -278 -0.1% 3.40% $92.0M 2026-11-13 $nan
2026 Q2 ADDED — — — 285,392 +104,346 +57.6% 3.46% $94.1M 2026-08-13 $376.72
2026 Q1 INITIATED — — — 181,046 — — 2.28% $61.9M 2026-05-14 $303.38

🏢 Other funds also holding KNSL

As of 2026 Q3 — sorted by position size

PHOENIX ASSET MANAGEMENT PARTNERS Ltd 8.11% Langdon Equity Partners 7.33% Turtle Creek Asset Management Inc. 3Y 7Y 4.46% Maren Capital LLC 4.41% Prime Capital Management Co Ltd 3Y 7Y 3.15% LOUNTZIS ASSET MANAGEMENT, LLC 3Y 3.14% Giverny Capital Inc. 3Y 7Y 2.63% JACOBSON & SCHMITT ADVISORS, LLC 3Y 7Y 2.63% Leibman Financial Services, Inc. 2.59% Rockbridge Asset Management LLC 1.92%

FAQ About TIMUCUAN ASSET MANAGEMENT INC/FL and KNSL

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

How long has TIMUCUAN ASSET MANAGEMENT INC/FL reported owning KNSL?

TIMUCUAN ASSET MANAGEMENT INC/FL reported KNSL across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported KNSL position in TIMUCUAN ASSET MANAGEMENT INC/FL's portfolio?

The largest reported portfolio weight for KNSL was 3.46% in 2026 Q2.

What is the latest reported KNSL position on this page?

The most recent filing on this page is 2026 Q3, when TIMUCUAN ASSET MANAGEMENT INC/FL reported 285,114 shares, equal to 3.40% of portfolio, with an estimated market value of $92.0M.

What does the chart on this KNSL ownership page compare?

The chart compares TIMUCUAN ASSET MANAGEMENT INC/FL'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.

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