LongKNSLSep 2026
Kinsale Capital Group Inc.
ROCKLINC identifies Kinsale as a specialty-insurance holding benefiting from a favorable insurance pricing environment. The manager points to disciplined underwriting as an…
KNSL
Which hedge funds are long KNSL?
5 published ideas on Kinsale Capital Group Inc. across 5 funds — 5 long and 0 short.
Kinsale Capital Group hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Kinsale Capital Group: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongKNSLJul 2026
Kinsale Capital Group, Inc.
Kinsale is a specialty insurer focused on excess and surplus policies in areas that traditional insurers often avoid, particularly for small businesses. The fund highlights the…
LongKNSLJun 2026
Kinsale Capital Group, Inc.
The Fund believes weakness in Kinsale's valuation primarily reflects a temporary softening in the property and casualty insurance cycle. Even as pricing in certain insurance…
LongKNSLJun 2026
Kinsale Capital Group
Merchant West added Kinsale Capital for its disciplined approach to specialty insurance. The fund sees specialty insurance as a smaller, faster-growing niche where Kinsale's…
LongKNSLSep 2026
Kinsale Capital Group, Inc.
Kinsale was added to the insurance compounder bucket because it specializes in excess and surplus insurance for unusual risks that many traditional carriers decline to insure…