What Makes Kinsale Capital Group (KNSL) a Highly Intelligent Company?
Turtle Creek Asset Management, an investment management company, has released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The firm believes that the portfolio offered a compelling opportunity in a highly valued market environment. The net asset value of the Turtle Creek Equity Fund increased by 0.4% in the third quarter, lagging behind the S&P MidCap 400 index’s 7.7% increase and the S&P/TSX Completion index’s 16.3% gain. Turtle Creek Synthetic PE Fund increased 1.4%, Turtle Creek United States Equity Fund decreased 1.0% and Turtle Creek Canadian Equity Fund increased 7.8% during the same period. In addition, please check the fund’s top five holdings to know its best picks in 2025.
In its third-quarter 2025 investor letter, Turtle Creek 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 -9.48%, and its shares lost 16.22% of their value over the last 52 weeks. On November 12, 2025, Kinsale Capital Group, Inc. (NYSE:KNSL) stock closed at $396.94 per share, with a market capitalization of $9.234 billion.
Turtle Creek Asset Management stated the following regarding Kinsale Capital Group, Inc. (NYSE:KNSL) in its third quarter 2025 investor letter:
"Kinsale Capital Group, Inc. (NYSE:KNSL) is a specialty insurance company operating in the U.S. excess and surplus market. While they are not the largest in the industry – that honour goes to Lloyds of London with over 17% market share – Kinsale has about a 2% market share but is growing very quickly. The company was founded 15 years ago and is still run by the founder and his long tenured team. They have an underwriting approach and discipline that provides them with significant advantages. As well, they are as much a technology company as they are an insurance company and, as a result, have a profound cost advantage relative to the competition, that we believe is sustainable. It is an example of a highly intelligent company that we believe will continue to make the right decisions for their shareholders for the long term. We added Kinsale to the portfolio last year and expect to remain shareholders for a long time, subject, of course, to valuation."
Kinsale Capital Group, Inc. (NYSE:KNSL) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 31 hedge fund portfolios held Kinsale Capital Group, Inc. (NYSE:KNSL) at the end of the second quarter, compared to 33 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 thebest short-term AI stock.
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