Giverny Capital Asset Management, LLC published its second-quarter 2025 investor letter, noting a 5.41% gain in the first half of the year. The portfolio returned 9.11% in the quarter ended June, compared to the S&P 500’s 10.94% return. Review the fund’s top 5 holdings for their best picks in 2025.

Kinsale Capital Group, Inc. (NYSE:KNSL) was highlighted in Giverny Capital Asset Management’s investor letter, with a one-month return of -9.15% and a market capitalization of $10.35 billion. The stock closed at $444.20 on August 5, 2025. The company focuses on property and casualty insurance.

Giverny Capital Asset Management added more shares of Kinsale Capital Group, Inc. (NYSE:KNSL) during the second quarter, citing the company’s strong growth rates and profit margins. Despite short-term challenges, Kinsale is recognized for its efficiency in the insurance industry. The stock finished the quarter at $480.

Kinsale Capital Group, Inc. (NYSE:KNSL) is not among the 30 most popular stocks among hedge funds, with 33 portfolios holding the stock at the end of the first quarter. While Kinsale shows investment potential, certain AI stocks offer greater upside potential with less downside risk. Explore opportunities in the AI sector for potential growth.

Read more at Yahoo Finance: Will Kinsale Capital Group (KNSL) be Able to Win Over Time?