Position in ACT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,571,575
-$8,017,029 QoQ
Shares Held
275,029
-45.5% QoQ
Ownership
0.200%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in ACT Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $286,182,570 across 14 Insurance - Specialty names. ACT ranks #9 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESNT |
Essent Group Ltd.
|
940,533 | $60,457,461 | |
| 2 | AXS |
Axis Capital Holdings Ltd
|
542,894 | $58,328,531 | |
| 3 | FNF |
Fidelity National Financial, Inc.
|
863,822 | $40,737,845 | |
| 4 | MTG |
Mgic Investment Corp
|
875,538 | $24,690,171 | |
| 5 | AMSF |
Amerisafe Inc
|
623,473 | $21,092,091 | |
| 6 | AGO |
Assured Guaranty Ltd
|
233,321 | $18,703,011 | |
| 7 | NMIH |
NMI Holdings, Inc.
|
375,727 | $15,438,622 | |
| 8 | ITIC |
Investors Title Co
|
54,453 | $14,902,697 |
All Filings in ACT
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,571,575 | 275,029 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $20,588,604 | 504,499 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,581,772 | 367,855 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,480,239 | 273,350 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $13,344,428 | 359,204 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,332,357 | 326,111 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,464,343 | 199,640 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,691,351 | 211,708 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,650,589 | 249,530 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $11,531,517 | 369,837 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $13,252,449 | 458,721 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,608,535 | 389,590 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,259,807 | 249,097 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $267,462 | 11,700 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $738,867 | 30,633 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,027,823 | 91,467 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||