Francois Rochon - Giverny Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    51
Portfolio value:    $2,731,351,278
Holdings Activity Buys Sells    History
Holding/activity history for  Kinsale Capital Group, Inc. (KNSL)
← All KNSL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 218,942 2.74 Add 2.18% 0.06 $321.97–421.90 · VW $377.39i $74,803,724 SEC
2025   Q4 214,264 2.80 Add 12.50% 0.31 $349.00–485.00 · VW $400.92i $83,802,936 SEC
2025   Q3 190,462 2.74 Add 6.31% 0.16 $406.34–512.76 · VW $450.20i $80,995,870 SEC
2025   Q2 179,153 2.97 Add 5.40% 0.15 $408.50–510.18 · VW $461.33i $86,692,137 SEC
2025   Q1 169,967 3.05 Add 87.27% 1.42 $405.00–500.50 · VW $449.90i $82,724,639 SEC
2024   Q4 90,759 1.54 Add 5.15% 0.08 $416.87–531.79 · VW $468.42i $42,214,734 SEC
2024   Q3 86,315 1.53 Add 163.61% 0.95 $366.92–494.27 · VW $451.47i $40,185,675 SEC
2024   Q2 32,744 0.53 Add 85.94% 0.25 $355.13–524.20 · VW $397.92i $12,615,608 SEC
2024   Q1 17,610 0.38 $524.74 $9,240,671 SEC
2023   Q4 17,610 0.28 Add 589.24% 0.24 $325.01–457.73 · VW $353.40i $5,897,765 SEC
2023   Q3 2,555 0.06 Buy 0.06 $360.00–430.00 · VW $392.34i $1,058,102 SEC
Price snapshot:
Current price$344.96
Avg. buy price$446.02
+/- since buy-22.66%
52-week low$287.20
52-week high$511.58