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ESNT in the 13F filings

Essent Group LTD · CUSIP G3198U102

Sector · InsuranceTheme · Financial services· L3VLUP-defined
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
30 Jun 2025
the date the book describes
Filed
14 Aug 2025
latest of these filings; the earliest 11 Aug 2025
Managers listing it
7
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q1 2025 and Q2 2025; 6 listed it in both
Shares listed
8,941,816
combined, among listed positions
Reported value
$543m
combined, at the quarter end

Among the 95 comparable managers: 5 buyers (opened or added shares) and 3 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing ESNT in Q2 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

7 of 7 holders

ActionFiling
Capital World Investors4,996,800$303munder 0.1%Held013 Aug 2025 (the filing on sec.gov)
AQR Capital Management LLC1,517,859$92m0.08%Added+669,57714 Aug 2025 (the filing on sec.gov)
Capital Research Global Investors1,224,193$74munder 0.1%Added+5,82113 Aug 2025 (the filing on sec.gov)
Walleye Capital LLC527,635$32m0.12%Trimmed-76,97513 Aug 2025 (the filing on sec.gov)
Tudor Investment Corp361,035$22munder 0.1%Added+100,42414 Aug 2025 (the filing on sec.gov)
Two Sigma Advisers LP272,600$17munder 0.1%Added+57,70014 Aug 2025 (the filing on sec.gov)
GAMCO Investors Inc41,694$2.5munder 0.1%Newnew13 Aug 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2025 to Q2 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (1)

Exited (2)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
6 in Q3 2024 to 4 in Q2 2026

Tracked managers listing it, at least.

051015202014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
ESNT by quarter
QuarterHoldersReported valueBuyersSellers
Q4 20135$318mn.a.n.a.
Q1 20145$291mn.a.n.a.
Q2 20142$153mn.a.n.a.
Q3 20142$163mn.a.n.a.
Q4 20147$261mn.a.n.a.
Q1 20158$261mn.a.n.a.
Q2 20157$329mn.a.n.a.
Q3 20158$274mn.a.n.a.
Q4 20158$158mn.a.n.a.
Q1 20165$151mn.a.n.a.
Q2 20163$152mn.a.n.a.
Q3 20164$122mn.a.n.a.
Q4 20165$466mn.a.n.a.
Q1 20176$486mn.a.n.a.
Q2 20176$821mn.a.n.a.
Q3 20176$573mn.a.n.a.
Q4 20176$596mn.a.n.a.
Q1 20188$1.0bnn.a.n.a.
Q2 201811$687mn.a.n.a.
Q3 201816$1.1bnn.a.n.a.
Q4 201812$935mn.a.n.a.
Q1 20197$1.1bnn.a.n.a.
Q2 201912$1.1bnn.a.n.a.
Q3 201911$1.1bnn.a.n.a.
Q4 201912$1.2bnn.a.n.a.
Q1 20207$593mn.a.n.a.
Q2 20206$589mn.a.n.a.
Q3 20205$603mn.a.n.a.
Q4 20206$311mn.a.n.a.
Q1 20216$239mn.a.n.a.
Q2 20215$823mn.a.n.a.
Q3 20215$823mn.a.n.a.
Q4 20215$819mn.a.n.a.
Q1 20225$383mn.a.n.a.
Q2 20228$813mn.a.n.a.
Q3 20228$734mn.a.n.a.
Q4 20227$833mn.a.n.a.
Q1 20235$886mn.a.n.a.
Q2 20235$1.0bnn.a.n.a.
Q3 20236$1.0bnn.a.n.a.
Q4 20237$1.1bn32
Q1 20244$1.2bn12
Q2 20244$1.2bn22
Q3 20246$1.4bn41
Q4 20244$328m22
Q1 20259$488m71
Q2 20257$543m53
Q3 20258$602m53
Q4 20258$579m1020
Q1 20266$389m1813
Q2 20264$377m1218

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

ESNT and V →ESNT and AXP →ESNT and BAC →Choose a stock to compare with ESNT →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own ESNT, latest filings →Back to the 13F Explorer →