13F HOLDINGS REPORT
Kinsale Capital Group, Inc.
Quarter ended Q2 2025 · Filed August 6, 2025 · Accession 0001669162-25-000047
Total Value
$487.0M
Positions
37
Other Managers
1
Confidential Omitted
No
Holdings (37)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 326,312 | $99.2M | 20.37% |
| 2 | VANGUARD INDEX FDS | 922908363 | 88,490 | $50.3M | 10.32% |
| 3 | ORACLE CORP | ORCL-PD | 71,924 | $15.7M | 3.23% |
| 4 | PHILIP MORRIS INTL INC | 718172109 | 82,157 | $15.0M | 3.07% |
| 5 | JPMORGAN CHASE & CO | VYLD | 51,477 | $14.9M | 3.06% |
| 6 | WALMART INC | WMT | 148,011 | $14.5M | 2.97% |
| 7 | VISA INC | V | 37,432 | $13.3M | 2.73% |
| 8 | MICROSOFT CORP | MSFT | 26,454 | $13.2M | 2.70% |
| 9 | PROGRESSIVE CORP | 743315103 | 46,236 | $12.3M | 2.53% |
| 10 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 25,061 | $12.2M | 2.50% |
| 11 | SCHWAB CHARLES CORP | SCHW-PJ | 131,021 | $12.0M | 2.45% |
| 12 | WILLIAMS COS INC | 969457100 | 184,344 | $11.6M | 2.38% |
| 13 | MCKESSON CORP | MCK | 14,874 | $10.9M | 2.24% |
| 14 | TEXAS INSTRS INC | 882508104 | 51,464 | $10.7M | 2.19% |
| 15 | HOME DEPOT INC | HD | 27,661 | $10.1M | 2.08% |
| 16 | EXXON MOBIL CORP | XOM | 93,121 | $10.0M | 2.06% |
| 17 | JOHNSON & JOHNSON | JNJ | 65,131 | $9.9M | 2.04% |
| 18 | WABTEC | 929740108 | 45,973 | $9.6M | 1.98% |
| 19 | APPLE INC | AAPL | 46,754 | $9.6M | 1.97% |
| 20 | DISNEY WALT CO | 254687106 | 77,130 | $9.6M | 1.96% |
| 21 | MCDONALDS CORP | MCD | 30,291 | $8.9M | 1.82% |
| 22 | AUTOZONE INC | AZO | 2,380 | $8.8M | 1.81% |
| 23 | AMGEN INC | AMGN | 31,234 | $8.7M | 1.79% |
| 24 | MARSH & MCLENNAN COS INC | 571748102 | 39,751 | $8.7M | 1.78% |
| 25 | UNITEDHEALTH GROUP INC | UNH | 27,181 | $8.5M | 1.74% |
| 26 | GRAINGER W W INC | 384802104 | 7,690 | $8.0M | 1.64% |
| 27 | ARCH CAP GROUP LTD | G0450A105 | 85,060 | $7.7M | 1.59% |
| 28 | PACCAR INC | PCAR | 77,365 | $7.4M | 1.51% |
| 29 | MARRIOTT INTL INC NEW | 571903202 | 26,297 | $7.2M | 1.48% |
| 30 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 149,777 | $6.9M | 1.42% |
| 31 | COPART INC | CPRT | 134,174 | $6.6M | 1.35% |
| 32 | PULTE GROUP INC | 745867101 | 61,359 | $6.5M | 1.33% |
| 33 | CHEVRON CORP NEW | CVX | 44,457 | $6.4M | 1.31% |
| 34 | DOLLAR GEN CORP NEW | 256677105 | 53,867 | $6.2M | 1.27% |
| 35 | OLD DOMINION FREIGHT LINE IN | ODFL | 35,852 | $5.8M | 1.19% |
| 36 | STEEL DYNAMICS INC | STLD | 41,065 | $5.3M | 1.08% |
| 37 | CARLISLE COS INC | 142339100 | 13,361 | $5.0M | 1.02% |