Position in ESNT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$59,151,097
+$21,692,010 QoQ
Shares Held
1,012,168
+75.7% QoQ
Ownership
1.10%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
13 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in ESNT Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $329,033,764 across 15 Insurance - Specialty names. ESNT ranks #1 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESNT |
Essent Group Ltd.
This page
|
1,012,168 | $59,151,097 | |
| 2 | RDN |
Radian Group Inc
|
1,648,009 | $54,516,137 | |
| 3 | AGO |
Assured Guaranty Ltd
|
523,381 | $42,645,083 | |
| 4 | FAF |
First American Financial Corp
|
598,107 | $36,059,871 | |
| 5 | AXS |
Axis Capital Holdings Ltd
|
276,482 | $28,038,039 | |
| 6 | NMIH |
NMI Holdings, Inc.
|
633,881 | $23,776,876 | |
| 7 | ACT |
Enact Holdings, Inc.
|
504,499 | $20,588,604 | |
| 8 | AMSF |
Amerisafe Inc
|
475,239 | $15,839,715 |
All Filings in ESNT
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $59,151,097 | 1,012,168 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $37,459,087 | 576,205 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $33,542,073 | 527,723 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $19,344,023 | 318,525 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,683,335 | 219,739 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $2,241,342 | 34,863 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,354,810 | 41,908 | Shares | Sole | 2024-08-14 | |
| 2022-12-31 | $368,621 | 9,481 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,395,921 | 126,066 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,029,724 | 52,178 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,780,892 | 67,481 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $1,141,443 | 25,936 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,291,741 | 139,972 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||