Position in ESNT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$74,187,061
+$6,141,554 QoQ
Shares Held
1,269,457
+21.3% QoQ
Ownership
1.38%
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 96%
Shared 0%
None 4%
Common Shares in ESNT Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Mar 31, 2026MORGAN STANLEY holds $662,072,785 across 17 Insurance - Specialty names. ESNT ranks #4 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FNF |
Fidelity National Financial, Inc.
|
2,206,425 | $102,333,984 | |
| 2 | FAF |
First American Financial Corp
|
1,684,466 | $101,556,447 | |
| 3 | RYAN |
Ryan Specialty Holdings, Inc.
|
2,278,859 | $76,888,695 | |
| 4 | ESNT |
Essent Group Ltd.
This page
|
1,269,457 | $74,187,061 | |
| 5 | MTG |
Mgic Investment Corp
|
2,581,374 | $67,761,062 | |
| 6 | AXS |
Axis Capital Holdings Ltd
|
528,430 | $53,588,082 | |
| 7 | RDN |
Radian Group Inc
|
1,520,493 | $50,297,904 | |
| 8 | AGO |
Assured Guaranty Ltd
|
570,014 | $46,444,736 |
All Filings in ESNT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $74,187,061 | 1,269,457 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $68,045,507 | 1,046,693 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $70,373,499 | 1,107,198 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $68,746,234 | 1,131,998 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $54,824,991 | 949,844 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $64,787,623 | 1,190,074 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $68,487,747 | 1,065,294 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $45,364,654 | 807,344 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $41,035,414 | 689,555 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $42,701,516 | 809,661 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $26,994,783 | 570,835 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $23,392,788 | 499,846 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $17,773,545 | 443,784 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $15,163,428 | 390,006 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $13,131,863 | 376,595 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $10,498,913 | 269,895 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $11,230,794 | 272,526 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $4,899,981 | 107,621 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $9,443,311 | 214,572 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $28,289,503 | 629,355 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $33,804,994 | 711,834 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $35,415,660 | 819,807 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $4,210,996 | 113,780 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $16,401,836 | 452,215 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,418,196 | 53,842 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||