Position in ESNT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$162,130,091
-$37,902,428 QoQ
Shares Held
2,774,300
-9.8% QoQ
Ownership
3.01%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026GEODE CAPITAL MANAGEMENT, LLC holds $1,216,807,200 across 17 Insurance - Specialty names. ESNT ranks #2 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FNF |
Fidelity National Financial, Inc.
|
5,215,751 | $241,906,530 | |
| 2 | ESNT |
Essent Group Ltd.
This page
|
2,774,300 | $162,130,091 | |
| 3 | AXS |
Axis Capital Holdings Ltd
|
1,414,275 | $143,421,626 | |
| 4 | MTG |
Mgic Investment Corp
|
4,518,214 | $118,603,117 | |
| 5 | RDN |
Radian Group Inc
|
3,415,842 | $112,996,052 | |
| 6 | FAF |
First American Financial Corp
|
1,855,140 | $111,846,390 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
2,270,174 | $76,595,670 | |
| 8 | NMIH |
NMI Holdings, Inc.
|
2,014,628 | $75,568,695 |
All Filings in ESNT
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $162,130,091 | 2,774,300 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $200,032,519 | 3,076,950 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $187,328,989 | 2,947,278 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $177,759,138 | 2,927,040 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $171,227,822 | 2,966,525 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $142,143,928 | 2,611,020 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $168,400,839 | 2,619,394 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $151,825,491 | 2,702,002 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $152,596,256 | 2,564,212 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $124,348,367 | 2,357,762 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $106,936,498 | 2,261,292 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $107,687,689 | 2,301,019 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $88,709,748 | 2,214,975 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $81,181,206 | 2,087,994 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $71,393,605 | 2,047,422 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $80,672,726 | 2,073,849 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $87,739,098 | 2,129,073 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $89,242,578 | 1,960,083 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $85,651,953 | 1,946,193 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $94,412,530 | 2,100,390 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $97,639,867 | 2,056,009 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $84,098,779 | 1,946,731 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $69,917,219 | 1,889,144 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $75,651,458 | 2,085,786 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $50,057,089 | 1,900,421 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||