What Makes Kinsale Capital Group (KNSL) a Highly Intelligent Company?

2 days ago 2

Soumya Eswaran

Thu, November 13, 2025 astatine 8:43 AM CST 3 min read

Turtle Creek Asset Management, an concern absorption company, has released its third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The steadfast believes that the portfolio offered a compelling accidental successful a highly valued marketplace environment. The nett plus worth of the Turtle Creek Equity Fund accrued by 0.4% successful the 3rd quarter, lagging down the S&P MidCap 400 index’s 7.7% summation and the S&P/TSX Completion index’s 16.3% gain. Turtle Creek Synthetic PE Fund accrued 1.4%, Turtle Creek United States Equity Fund decreased 1.0% and Turtle Creek Canadian Equity Fund accrued 7.8% during the aforesaid period. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Turtle Creek Asset Management highlighted stocks specified arsenic Kinsale Capital Group, Inc. (NYSE:KNSL). Founded successful 2009, Kinsale Capital Group, Inc. (NYSE:KNSL) is simply a spot and casualty security company. The one-month instrumentality of Kinsale Capital Group, Inc. (NYSE:KNSL) was -9.48%, and its shares mislaid 16.22% of their worth implicit the past 52 weeks. On November 12, 2025, Kinsale Capital Group, Inc. (NYSE:KNSL) banal closed astatine $396.94 per share, with a marketplace capitalization of $9.234 billion.

Turtle Creek Asset Management stated the pursuing regarding Kinsale Capital Group, Inc. (NYSE:KNSL) successful its 3rd 4th 2025 capitalist letter:

"Kinsale Capital Group, Inc. (NYSE:KNSL) is simply a specialty security institution operating successful the U.S. excess and surplus market. While they are not the largest successful the manufacture – that honour goes to Lloyds of London with implicit 17% marketplace stock – Kinsale has astir a 2% marketplace stock but is increasing precise quickly. The institution was founded 15 years agone and is inactive tally by the laminitis and his agelong tenured team. They person an underwriting attack and subject that provides them with important advantages. As well, they are arsenic overmuch a exertion institution arsenic they are an security institution and, arsenic a result, person a profound outgo vantage comparative to the competition, that we judge is sustainable. It is an illustration of a highly intelligent institution that we judge volition proceed to marque the close decisions for their shareholders for the agelong term. We added Kinsale to the portfolio past twelvemonth and expect to stay shareholders for a agelong time, subject, of course, to valuation."

Jim Cramer connected Kinsale Capital Group, Inc. (KNSL) – “Very Good Group, Very Good Stock – I Would Own It”

Kinsale Capital Group, Inc. (NYSE:KNSL) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 31 hedge money portfolios held Kinsale Capital Group, Inc. (NYSE:KNSL) astatine the extremity of the 2nd quarter, compared to 33 successful the erstwhile quarter. While we admit the imaginable of Kinsale Capital Group, Inc. (NYSE:KNSL) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.