Integrated Wealth Concepts LLC

Position in ESNT — Essent Group Ltd.

CIK 1737109 WALTHAM, MA

Position in ESNT

as of Jun 30, 2026 · filed Sep 9, 2026 Compact

Position Value

$4,330,736

+$601,037 QoQ

Shares Held

67,373

+5.6% QoQ

Ownership

0.075%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $10,303,950 across 4 Insurance - Specialty names. ESNT ranks #2 (42.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXS	Axis Capital Holdings Ltd	46,190	$4,962,653
2	ESNT	Essent Group Ltd. This page	67,373	$4,330,736
3	FNF	Fidelity National Financial, Inc.	16,366	$771,820
4	MTG	Mgic Investment Corp	8,466	$238,741

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,330,736	67,373	+5.6%	Shares	Other	2026-09-09
2026-03-31	$3,729,699	63,821	+11.1%	Shares	Other	2026-05-15
2025-12-31	$3,733,914	57,436	+120.4%	Shares	Other	2026-02-13
2023-09-30	$1,232,613	26,065	+103.7%	Shares	Other	2023-11-15
2023-06-30	$598,806	12,795	-51.1%	Shares	Other	2023-08-15
2023-03-31	$1,048,468	26,179	—	Shares	Sole	2023-05-03
No filing history on record for this holder in this stock.