Position in ACT
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$8,381,516
+$1,446,181 QoQ
Shares Held
205,379
+17.4% QoQ
Ownership
0.147%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ACT Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Mar 31, 2026Edgestream Partners, L.P. holds $33,805,468 across 6 Insurance - Specialty names. ACT ranks #2 (24.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NMIH |
NMI Holdings, Inc.
|
233,637 | $8,763,723 | |
| 2 | ACT |
Enact Holdings, Inc.
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|
205,379 | $8,381,516 | |
| 3 | ESNT |
Essent Group Ltd.
|
129,458 | $7,565,525 | |
| 4 | MTG |
Mgic Investment Corp
|
260,049 | $6,826,286 | |
| 5 | RDN |
Radian Group Inc
|
41,995 | $1,389,194 | |
| 6 | AXS |
Axis Capital Holdings Ltd
|
8,670 | $879,224 |
All Filings in ACT
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,381,516 | 205,379 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $6,935,335 | 174,958 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $765,879 | 19,976 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,929,660 | 159,614 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $9,139,354 | 263,003 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $6,996,055 | 216,061 | Shares | Sole | 2025-02-07 | |
| 2024-06-30 | $6,254,854 | 204,007 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $6,120,384 | 196,292 | 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. | ||||||