Will Kinsale Capital Group (KNSL) be Able to Win Over Time?

Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2025 investor letter. A copy of the letter can be downloaded here. During the first half of the year, the market was volatile. The S&P 500 ended June 30 up 6.20%. The portfolio lagged behind the market initially but gained 5.41% over the six months. In the quarter ended June, the portfolio returned 9.11% compared to the S&P 500’s 10.94% return. Additionally, you can review the fund’s top 5 holdings to see its best picks for 2025.

In its second-quarter 2025 investor letter, Giverny Capital Asset Management highlighted stocks such as Kinsale Capital Group, Inc. (NYSE:KNSL). Founded in 2009, Kinsale Capital Group, Inc. (NYSE:KNSL) is a property and casualty insurance company. The one-month return of Kinsale Capital Group, Inc. (NYSE:KNSL) was -9.15%, and its shares lost 5.01% of their value over the last 52 weeks. On August 5, 2025, Kinsale Capital Group, Inc. (NYSE:KNSL) stock closed at $444.20 per share, with a market capitalization of $10.35 billion.

Giverny Capital Asset Management stated the following regarding Kinsale Capital Group, Inc. (NYSE:KNSL) in its second quarter 2025 investor letter:

"In terms of additions, we purchased more shares of our insurer, Kinsale Capital Group, Inc. (NYSE:KNSL) during the quarter. Mr. Market is a volatile fellow and periodically he does weird things, such as sell great companies because they miss short-term growth targets. He did this in April when Kinsale reported slightly disappointing revenue growth and losses related to Southern California wildfires. We added to our position in late April at $419. Kinsale continues to have the lowest expense structure of its peer group, and among the highest growth rates and profit margins. Insurance is a commodity business, so players like Progressive in car insurance and Kinsale in commercial property and casualty are going to win over time by being efficient. Kinsale stock finished the quarter at $480."

Kinsale Capital Group, Inc. (NYSE:KNSL) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 33 hedge fund portfolios held Kinsale Capital Group, Inc. (NYSE:KNSL) at the end of the first quarter, which was 36 in the previous quarter. While we acknowledge the potential of Kinsale Capital Group, Inc. (NYSE:KNSL) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

In another article, we covered Kinsale Capital Group, Inc. (NYSE:KNSL) and shared the list of companies with at least 30% annual growth rates. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.

READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money.

Disclosure: None. This article is originally published at Insider Monkey.