13 Stocks on Jim Cramer’s Radar Recently

10. Kinsale Capital Group, Inc. (NYSE:KNSL) 

Number of Hedge Fund Holders: 36

A caller asked Cramer’s opinion of Kinsale Capital Group, Inc. (NYSE:KNSL), and he remarked:

“Very good group. Very good, very good stock, especially insurance, good business. Good business, especially right now. I would own the stock.”

Kinsale Capital Group (NYSE:KNSL) provides a wide range of insurance solutions, covering both commercial and personal needs. The company’s offerings include coverage for specialized industries, high-risk areas, and high-value personal assets. Madison Investments stated the following regarding Kinsale Capital Group, Inc. (NYSE:KNSL) in its Q1 2025 investor letter:

“We added two new investments in the quarter, Kinsale Capital Group, Inc. (NYSE:KNSL) and Trex. Kinsale is a fast-growing excess and surplus (E&S) insurance company. The company is managed by its founder and is run as a true owner-operator. Kinsale’s proprietary technology systems produce tremendous efficiencies and give the company a low-cost advantage. The company’s strong entrepreneurial culture and insistence on doing things in-house and their own way (as opposed to industry convention) results in superior underwriting performance. With only ~1-2% market share within the E&S industry today, the growth runway is long. The stock had underperformed due to a combination of slowing premium growth and concerns over the insurance industry pricing cycle, resulting in a reasonable valuation given the quality of the business and potential for long-term compounding.”