Kinsale Capital Insider Trade: Owner Gregory M Sells 354 Shares, Reinforces Long‑Term Confidence in a Stable Growth Strategy

Insider Activity at Kinsale Capital Group: What the Latest Deal Signals

Kinsale Capital Group’s most recent insider filing shows a sell transaction by owner Share Gregory M on February 25, 2026. Gregory sold 354 shares of common stock—roughly 0.4 % of his post‑transaction holdings—at a price of $389.67, virtually unchanged from the closing price of $380.76 a day earlier. The trade is a small fraction of the 32,000‑share block that Gregory acquired in December 2025, but it comes after a series of reclassifications that moved 2,025 shares from direct to indirect ownership within the Gregory Share Revocable Trust. The trust reclassification suggests a move toward more efficient estate planning rather than a signal of a looming sell‑off.

Investor Takeaways: A Quiet Adjustment Amid Routine Volatility

For shareholders, the trade is unlikely to alter the company’s capital structure or dividend outlook. The volume is modest relative to Kinsale’s daily trading volume (typically in the millions of shares), and the company’s market cap remains steady at $8.63 B with a price‑earnings ratio of 17.23. The slight uptick in stock price (0.02 %) and the absence of social‑media buzz imply that this transaction did not trigger significant market sentiment. Investors should therefore view it as a routine adjustment, consistent with a broader pattern of insider buying that has expanded Gregory’s stake from 2,379 shares in early 2025 to a 32,000‑share holding by year‑end.

A Profile of Share Gregory M: From Bulk Purchases to Gradual Accumulation

Gregory’s transaction history is dominated by a single, large block purchase in December 2025, when he bought 31,906 shares for $395.44 each—an aggressive accumulation that increased his holdings to 31,906 shares. In the days that followed, he continued to add small blocks, culminating in a final position of 32,000 shares. The pattern indicates a strategic long‑term investment rather than a speculative play. Moreover, Gregory’s holdings are largely held through the revocable trust, a structure that often signals estate planning or tax‑efficient ownership rather than market timing. The trust’s reclassification of 2,025 shares on February 25, 2026, aligns with this view, as it merely moves shares from direct to indirect ownership without affecting overall exposure.

Company‑Wide Insider Movements: A Snapshot of Stability

Beyond Gregory, Kinsale’s other insiders have been relatively passive. CEO Michael Kehoe sold only 250 shares in December 2025, and Russell Frederick L. Jr. sold 801 shares in February 2026. Both transactions were modest relative to their holdings (Kehoe held 585,738 shares; Frederick held 23,566 shares). No large block sales or purchases have been reported in the past 12 months, suggesting that senior management remains confident in the company’s trajectory.

Implications for the Future

The cumulative effect of these insider activities is one of cautious consolidation. Gregory’s incremental accumulation, coupled with the trust reclassification, points to a long‑term view that aligns with Kinsale’s strategy of expanding its broker network and maintaining steady growth in specialty insurance. The company’s recent investor‑relations presentation reaffirmed its focus on product development and market penetration without hinting at any strategic overhaul. Therefore, investors can view the insider filings as evidence of steady, long‑term confidence rather than a harbinger of imminent volatility or drastic corporate change.