Francois Rochon
Giverny Capital
Francois Rochon Kinsale Capital Group Inc stake
total: 126
Giverny Capital KNSL trades
- Total transactions:
- 11
- New positions:
- 1
- Added:
- 10
- Held since:
- 2023 Q3
- Held for:
- 12 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Francois Rochon holds 240,731 Kinsale Capital Group Inc (KNSL) shares with a market value of roughly $79.40M accounting for 2.67% of the overall portfolio. To date, the estimated cost basis is nearly $435.5 for "buy" trades. Giverny Capital first purchased KNSL in 2023 Q3, initially acquiring 2,555 shares. Since the initial investment in Kinsale Capital Group Inc (KNSL), Giverny Capital has made 10 more transactions.
When did Francois Rochon buy Kinsale Capital Group Inc (KNSL)?
Francois Rochon first invested in Kinsale Capital Group Inc (KNSL) in 2023 Q3 at the reported quarter-end price of $414.13 per share.
What's the cost basis of Giverny Capital's KNSL stake?
The estimated cost basis for Kinsale Capital Group Inc (KNSL) stake is around $435.50 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $435.50
Francois Rochon's historical trades in Kinsale Capital Group Inc
11 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
2.67%
|
240,731
|
$329.81
|
$79,395,491
|
+9.95% (+21,789)
|
+0.24%
|
|
2026 Q1
|
2.74%
|
218,942
|
$341.66
|
$74,803,724
|
+2.18% (+4,678)
|
+0.06%
|
|
2025 Q4
|
2.80%
|
214,264
|
$391.12
|
$83,802,936
|
+12.50% (+23,802)
|
+0.31%
|
|
2025 Q3
|
2.74%
|
190,462
|
$425.26
|
$80,995,870
|
+6.31% (+11,309)
|
+0.16%
|
|
2025 Q2
|
2.97%
|
179,153
|
$483.90
|
$86,692,137
|
+5.40% (+9,186)
|
+0.15%
|
|
2025 Q1
|
3.05%
|
169,967
|
$486.71
|
$82,724,639
|
+87.27% (+79,208)
|
+1.42%
|
|
2024 Q4
|
1.54%
|
90,759
|
$465.13
|
$42,214,734
|
+5.15% (+4,444)
|
+0.08%
|
|
2024 Q3
|
1.53%
|
86,315
|
$465.57
|
$40,185,675
|
+163.61% (+53,571)
|
+0.95%
|
|
2024 Q2
|
0.53%
|
32,744
|
$385.28
|
$12,615,608
|
+85.94% (+15,134)
|
+0.25%
|
|
2023 Q4
|
0.28%
|
17,610
|
$334.91
|
$5,897,765
|
+589.24% (+15,055)
|
+0.24%
|
|
2023 Q3
|
0.06%
|
$414.13
|
new
|
|||
* 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.
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.