Director Russell Frederick L. Jr. sold 4,000 shares (89.7% of holdings) of KNSL at $379.50 for $1,518,000.00
Russell Frederick L. Jr., a director of Kinsale Capital Group, executed a substantial sale of 4,000 shares at $379.50, reducing his holdings from 4.5K to 460 shares—a 89.7% reduction in stake. This transaction represents a material reduction in insider exposure to the stock, occurring at a price 4.2% below the current market price of $396.18 and 21.1% below the 52-week high of $501.97. The insider's prior trading history at this ticker is notably consistent: across 5 previous sales on 2024-11-22, all five showed negative 90-day returns ranging from -11.1% to -11.8%, with a 100% rate of being well-timed at the 90-day horizon. His cross-ticker sell history shows a 60.00% well-timed rate at 90 days with an average 90-day return of -2.0%, suggesting a demonstrated ability to time equity dispositions favorably. Given the company's strong fundamentals—$497.5M in latest quarterly revenue, net income of $141.6M, 18.0% annual revenue growth, and a reasonable P/E of 16.30—the scale of this director's position reduction warrants investor attention as a meaningful change in insider conviction.