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Andrew Brenton

Turtle Creek Asset Management

Andrew Brenton Kinsale Capital Group Inc stake

total: 80

Turtle Creek Asset Management KNSL trades

Total transactions:
10
New positions:
1
Added:
5
Reduced:
4
Held since:
2024 Q1
Held for:
10 quarters
Latest activity:
2026 Q2
According to 2026 Q2 report, Andrew Brenton holds 399,131 Kinsale Capital Group Inc (KNSL) shares with a market value of roughly $131.64M accounting for 5.14% of the overall portfolio. To date, the estimated cost basis is nearly $446.08 for "buy" trades and estimated average "sell" price is $462.09. Turtle Creek Asset Management first purchased KNSL in 2024 Q1, initially acquiring 262,050 shares. Since the initial investment in Kinsale Capital Group Inc (KNSL), Turtle Creek Asset Management has made 9 more transactions.

How many KNSL shares does Andrew Brenton currently hold?

According to 2026 Q2 report, Andrew Brenton holds 399,131 shares of Kinsale Capital Group Inc (KNSL), valued at around $131.64M.

When did Andrew Brenton buy Kinsale Capital Group Inc (KNSL)?

Andrew Brenton first invested in Kinsale Capital Group Inc (KNSL) in 2024 Q1 at the reported quarter-end price of $524.74 per share.

What's the cost basis of Turtle Creek Asset Management's KNSL stake?

The estimated cost basis for Kinsale Capital Group Inc (KNSL) stake is around $446.08 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$446.08
Weighted AVG sell price:
$462.09

Andrew Brenton's historical trades in Kinsale Capital Group Inc

10 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q2
5.14%
399,131
$329.81
$131,637,395
-2.95% (-12,115)
-0.15%
2026 Q1
5.26%
411,246
$341.66
$140,506,308
+47.57% (+132,576)
+1.69%
2025 Q4
4.80%
278,670
$391.12
$108,993,410
+23.35% (+52,750)
+0.91%
2025 Q3
2.90%
225,920
$425.26
$96,074,739
+12.82% (+25,666)
+0.33%
2025 Q2
2.81%
200,254
$483.90
$96,902,911
-23.24% (-60,619)
-0.82%
2025 Q1
3.57%
260,873
$486.71
$126,969,498
+6.56% (+16,050)
+0.22%
2024 Q4
2.96%
244,823
$465.13
$113,874,522
-6.32% (-16,526)
-0.18%
2024 Q3
2.92%
261,349
$465.57
$121,676,254
-20.23% (-66,259)
-0.79%
2024 Q2
3.25%
327,608
$385.28
$126,220,810
+25.02% (+65,558)
+0.65%
2024 Q1
3.35%
262,050
$524.74
$137,508,117
new
+3.35%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.