Edgestream Partners, L.P.

Position in ACT — Enact Holdings, Inc.

CIK 1535061 Princeton, NJ

Position in ACT

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$11,471,610

+$3,090,094 QoQ

Shares Held

250,965

+22.2% QoQ

Ownership

0.183%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#22

of 248 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Edgestream Partners, L.P. holds $43,787,703 across 5 Insurance - Specialty names. ACT ranks #1 (26.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ACT	Enact Holdings, Inc. This page	250,965	$11,471,610
2	NMIH	NMI Holdings, Inc.	261,278	$10,735,913
3	ESNT	Essent Group Ltd.	152,207	$9,783,865
4	MTG	Mgic Investment Corp	334,624	$9,436,396
5	AXS	Axis Capital Holdings Ltd	21,965	$2,359,919

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,471,610	250,965	+22.2%	Shares	Sole	2026-08-11
2026-03-31	$8,381,516	205,379	+17.4%	Shares	Sole	2026-05-18
2025-12-31	$6,935,335	174,958	+775.8%	Shares	Sole	2026-02-13
2025-09-30	$765,879	19,976	-87.5%	Shares	Sole	2025-11-12
2025-06-30	$5,929,660	159,614	-39.3%	Shares	Sole	2025-08-13
2025-03-31	$9,139,354	263,003	+21.7%	Shares	Sole	2025-05-02
2024-12-31	$6,996,055	216,061	+5.9%	Shares	Sole	2025-02-07
2024-06-30	$6,254,854	204,007	+3.9%	Shares	Sole	2024-08-09
2024-03-31	$6,120,384	196,292	+66.6%	Shares	Sole	2024-05-10
2023-12-31	$3,404,715	117,851	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.