Position in ESNT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$403,871
+$2,389 QoQ
Shares Held
6,283
-8.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#213
of 358 holders
Holding Since
Sep 2024
7 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 Jun 30, 2026EP Wealth Advisors, LLC holds $1,719,221 across 3 Insurance - Specialty names. ESNT ranks #3 (23.5% of the industry book) .
All Filings in ESNT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $403,871 | 6,283 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $401,482 | 6,870 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $487,184 | 7,494 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $419,765 | 6,912 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $421,644 | 7,305 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $200,175 | 3,677 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $215,242 | 3,348 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||