Why One Fund Is Betting $17 Million on This Specialty Insurer

2 days ago 9

Jonathan Ponciano, The Motley Fool

Wed, January 21, 2026 astatine 10:16 AM CST 4 min read

Jacobson & Schmitt Advisors added 6,661 shares of Kinsale Capital Group successful the 4th quarter; the estimated commercialized worth was $2.72 cardinal based connected quarterly mean prices.
The fund's quarter-end involvement worth roseate by $1.37 million, reflecting some further shares and terms movement.
The money held 42,894 shares successful Kinsale Capital Group worthy $16.78 cardinal aft the trade.
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Jacobson & Schmitt Advisors reported the acquisition of 6,661 Kinsale Capital Group (NYSE:KNSL) shares successful a January 20 SEC filing, an estimated $2.72 cardinal commercialized based connected quarterly mean pricing.

According to a January 20 SEC filing, Jacobson & Schmitt Advisors, LLC accrued its presumption successful Kinsale Capital Group (NYSE:KNSL) by 6,661 shares during the 4th quarter. The estimated transaction worth was astir $2.72 million, based connected the mean closing terms for the quarter. As of December 31, the presumption was valued astatine $16.78 million, up $1.37 cardinal from the anterior quarter, reflecting some the stock summation and terms change.

The Kinsale Capital Group involvement accounted for 2.82% of the fund’s 13F reportable AUM aft the trade.

Top holdings aft the filing:

NASDAQ: IUSB: $36.26 cardinal (6.1% of AUM)
NYSE: APH: $33.36 cardinal (5.6% of AUM)
NASDAQ: AMZN: $29.88 cardinal (5.0% of AUM)
NASDAQ: FSV: $22.55 cardinal (3.8% of AUM)
NASDAQ: MBB: $21.81 cardinal (3.7% of AUM)

As of January 20, shares of Kinsale Capital Group were priced astatine $405.12, down 7.6% implicit the anterior twelvemonth and underperforming the S&P 500 by astir 20 percent points

Metric

Value

Revenue (TTM)	$1.80 billion
Net income (TTM)	$474.09 million
Dividend yield	0.17%
Price (as of marketplace adjacent 1/20/26)	$405.12

Kinsale Capital Group offers specialty spot and casualty security products, including commercialized lines specified arsenic construction, tiny business, excess and wide casualty, commercialized property, and assorted liability coverages.
The steadfast generates gross done underwriting security policies and managing risk.
It serves a divers basal of commercialized clients crossed each 50 U.S. states, Puerto Rico, the U.S. Virgin Islands, and the District of Columbia, chiefly via a web of autarkic security brokers.

Kinsale Capital Group is simply a specialty insurer with a nationalist footprint and a absorption connected complex, hard-to-place risks. The institution leverages heavy underwriting expertise and a disciplined attack to hazard enactment to thrust profitable growth. Its broker-driven organisation exemplary and accent connected niche markets supply a competitory borderline successful the spot and casualty security sector.