ESSENT GROUP LTD ESNT
COM · Common Stock · CUSIP G3198U102
- SectorFinancials
- IndustrySurety Insurance
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($351.3k this quarter). Holder counts are more reliable. Shares outstanding: 92.2m as of 2026-04-30, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $58.45. Options: 0 managers hold calls (— notional), 1 hold puts ($5.8k).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 257 |
| Q4 2022 | 241 |
| Q1 2023 | 245 |
| Q2 2023 | 249 |
| Q3 2023 | 271 |
| Q4 2023 | 275 |
| Q1 2024 | 287 |
| Q2 2024 | 289 |
| Q3 2024 | 319 |
| Q4 2024 | 313 |
| Q1 2025 | 334 |
| Q2 2025 | 337 |
| Q3 2025 | 351 |
| Q4 2025 | 360 |
| Q1 2026 | 372 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 139 | 137 |
| Q3 2024 | 157 | 123 |
| Q4 2024 | 167 | 138 |
| Q1 2025 | 164 | 152 |
| Q2 2025 | 165 | 168 |
| Q3 2025 | 160 | 177 |
| Q4 2025 | 163 | 188 |
| Q1 2026 | 181 | 177 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $2.1m | $449.3k | 0.21 |
| Q3 2025 | $1.7m | $4.0m | 2.35 |
| Q4 2025 | $0 | $13.0k | — |
| Q1 2026 | $0 | $5.8k | — |
Biggest buyers
| AMERICAN CENTURY COMPANIES INC | Added | +558.6k |
| Qube Research & Technologies Ltd | Added | +540.9k |
| TWO SIGMA INVESTMENTS, LP | Added | +436.0k |
| MILLENNIUM MANAGEMENT LLC | Added | +321.3k |
| JANE STREET GROUP, LLC | Added | +309.8k |
| D. E. Shaw & Co., Inc. | Added | +241.9k |
| MORGAN STANLEY | Added | +222.8k |
| GOLDMAN SACHS GROUP INC | Added | +196.8k |
| TUDOR INVESTMENT CORP ET AL | Added | +180.0k |
| Point72 Asset Management, L.P. | New | +175.2k |
Biggest sellers
| BlackRock, Inc. | Reduced | -1.1m |
| Capital International Investors | Reduced | -1.1m |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | Reduced | -1.0m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -509.1k |
| Capital Research Global Investors | Sold out | -363.4k |
| TWO SIGMA ADVISERS, LP | Sold out | -340.2k |
| FIRST TRUST ADVISORS LP | Reduced | -318.7k |
| Boston Partners | Reduced | -317.8k |
| AQR CAPITAL MANAGEMENT LLC | Reduced | -302.8k |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | -302.6k |
Biggest calls
| None |
Biggest puts
| SIMPLEX TRADING, LLC | Reduced | $5.8k100 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-04-30 | 12.3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-28 | 7.9% |
| DIMENSIONAL FUND ADVISORS LP 13G · institution new · filed 2025-04-15 | 5.2% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-28 | 5.1% |
Fell to 5% or below in the last year: FMR LLC (3.2%, 2026-08-06), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), Capital World Investors (4.9%, 2026-02-13)
Insider purchases and sales in Q1 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2024 | 0 | — | 2 | $251.5k | $111.2k |
| Q3 2024 | 0 | — | 3 | $1.2m | $915.3k |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 4 | $756.8k | $387.1k |
| Q3 2025 | 0 | — | 4 | $1.8m | $1.4m |
| Q4 2025 | 0 | — | 3 | $691.1k | $291.6k |
| Q1 2026 | 0 | — | 0 | — | — |
None reported in Q1 2026.
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 12.0m $698.7m | Reduced -1.1m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.02% of their portfolio | 7.4m $431.0m | First filing |
| DIMENSIONAL FUND ADVISORS LP 0.07% of their portfolio | 5.4m $313.4m | Reduced -38.6k |
| FMR LLC 0.02% of their portfolio | 5.1m $297.7m | Added +74.4k |
| Capital World Investors 0.04% of their portfolio | 4.7m $274.4m | Reduced -66.3k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 4.1m $238.1m | First filing |
| STATE STREET CORP 0.01% of their portfolio | 3.8m $221.9m | Added +14.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 2.8m $162.2m | Reduced -302.6k |
| Polar Capital Holdings Plc 0.65% of their portfolio | 2.5m $149.0m | Added +100.0k |
| AMERICAN CENTURY COMPANIES INC 0.06% of their portfolio | 2.1m $122.8m | Added +558.6k |
| COOKE & BIELER LP 1.31% of their portfolio | 2.0m $116.1m | Added +33.8k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.17% of their portfolio | 1.7m $97.9m | Reduced -1.0m |
| RENAISSANCERE HOLDINGS LTD 23.97% of their portfolio | 1.7m $97.4m | Unchanged |
| AQR CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 1.6m $91.2m | Reduced -302.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.4m $83.0m | Added +15.4k |
| MORGAN STANLEY 0.00% of their portfolio | 1.3m $74.2m | Added +222.8k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.2m $70.7m | Added +27.9k |
| VICTORY CAPITAL MANAGEMENT INC 0.04% of their portfolio | 1.2m $68.2m | Added +9.3k |
| Invesco Ltd. 0.01% of their portfolio | 1.1m $62.0m | Added +72.2k |
| TWO SIGMA INVESTMENTS, LP 0.05% of their portfolio | 1.0m $59.2m | Added +436.0k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 945.0k $55.2m | Reduced -9.8k |
| PRINCIPAL FINANCIAL GROUP INC 0.03% of their portfolio | 914.5k $53.4m | Added +131.8k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 802.0k $46.9m | Added +196.8k |
| Capital International Investors 0.01% of their portfolio | 790.0k $46.2m | Reduced -1.1m |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 737.6k $43.1m | Reduced -509.1k |
| TUDOR INVESTMENT CORP ET AL 0.22% of their portfolio | 693.7k $40.5m | Added +180.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 664.9k $38.7m | Reduced -62.5k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 659.8k $38.6m | Reduced -14.1k |
| Qube Research & Technologies Ltd 0.05% of their portfolio | 648.2k $37.9m | Added +540.9k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 633.1k $37.0m | Added +33.2k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 610.0k $35.6m | First filing |
| Allianz Asset Management GmbH 0.03% of their portfolio | 511.6k $29.9m | Added +12.7k |
| BESSEMER GROUP INC 0.05% of their portfolio | 506.7k $29.6m | Added +21.4k |
| JANE STREET GROUP, LLC 0.03% of their portfolio | 491.4k $28.7m | Added +309.8k |
| LSV ASSET MANAGEMENT 0.06% of their portfolio | 468.8k $27.4m | Reduced -20.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 452.2k $26.4m | Reduced -114.2k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.09% of their portfolio | 444.9k $26.0m | Added +14.5k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 433.5k $25.3m | Added +321.3k |
| Pictet Asset Management Holding SA 0.03% of their portfolio | 409.3k $23.9m | Added +30.9k |
| Sixth Street Partners Management Company, L.P. 3.29% of their portfolio | 400.0k $23.4m | Unchanged |
| Boston Partners 0.02% of their portfolio | 393.9k $23.1m | Reduced -317.8k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 329.4k $19.2m | Added +241.9k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 307.4k $18.0m | Added +1.3k |
| UBS Group AG 0.00% of their portfolio | 292.2k $17.1m | Reduced -11.3k |
| Nuveen, LLC 0.00% of their portfolio | 287.3k $16.8m | Reduced -2.3k |
| ALPS ADVISORS INC 0.08% of their portfolio | 283.7k $16.6m | Reduced -13.8k |
| BARCLAYS PLC 0.00% of their portfolio | 221.0k $12.9m | Reduced -56.5k |
| WINMILL & CO. INC 3.62% of their portfolio | 214.5k $12.5m | Reduced -10.0k |
| California Public Employees Retirement System 0.01% of their portfolio | 211.1k $12.3m | Added +12.1k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.45% of their portfolio | 207.8k $12.1m | Reduced -8.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 207.5k $12.1m | Reduced -2.6k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 203.8k $11.9m | Reduced -47 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 196.0k $12.7m | Reduced -306 |
| Swiss National Bank 0.01% of their portfolio | 191.3k $11.2m | Reduced -3.0k |
| Walleye Capital LLC 0.07% of their portfolio | 186.4k $10.9m | Reduced -192.9k |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.08% of their portfolio | 180.4k $10.5m | Reduced -1.5k |
| Allspring Global Investments Holdings, LLC 0.02% of their portfolio | 180.2k $10.5m | Reduced -169.4k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 177.9k $10.4m | Added +38.2k |
| Point72 Asset Management, L.P. 0.02% of their portfolio | 175.2k $10.2m | New |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.02% of their portfolio | 172.7k $10.1m | Added +92.8k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio | 163.4k $9.6m | Reduced -27.3k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 157.9k $9.2m | Reduced -318.7k |
| Squarepoint Ops LLC 0.02% of their portfolio | 149.7k $8.7m | Added +120.7k |
| Clearbridge Investments, LLC 0.01% of their portfolio | 143.8k $8.4m | Reduced -185 |
| Legal & General Group Plc 0.00% of their portfolio | 138.3k $8.1m | Reduced -21.5k |
| HRT FINANCIAL LP 0.03% of their portfolio | 136.9k $8.0m | Added +113.9k |
| Edgestream Partners, L.P. 0.25% of their portfolio | 129.5k $7.6m | New |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 128.9k $7.5m | Added +64.8k |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC 0.05% of their portfolio | 128.8k $7.5m | First filing |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.03% of their portfolio | 126.8k $7.4m | Added +20.6k |
| PANAGORA ASSET MANAGEMENT INC 0.03% of their portfolio | 123.7k $7.2m | Added +925 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.08% of their portfolio | 123.5k $7.2m | Reduced -28.0k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 122.8k $7.2m | Added +62.8k |
| Retirement Systems of Alabama 0.02% of their portfolio | 117.0k $6.8m | Added +1.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 115.5k $6.8m | Added +23.2k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 115.4k $6.7m | Reduced -3.5k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% of their portfolio | 110.6k $6.5m | Added +5.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 103.4k $6.0m | Added +13.6k |
| MARTINGALE ASSET MANAGEMENT L P 0.15% of their portfolio | 101.9k $6.0m | Added +11.7k |
| Creative Planning 0.00% of their portfolio | 99.0k $5.8m | Reduced -1.6k |
| MetLife Investment Management, LLC 0.03% of their portfolio | 96.0k $5.6m | Reduced -1.9k |
| Thrivent Financial for Lutherans 0.01% of their portfolio | 95.6k $5.6m | Added +7.2k |
| Susquehanna Portfolio Strategies, LLC 0.08% of their portfolio | 93.7k $5.5m | Reduced -3.6k |
| ASSETMARK, INC 0.01% of their portfolio | 92.7k $5.4m | Added +15.9k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 89.9k $5.3m | First filing |
| MACKENZIE FINANCIAL CORP 0.01% of their portfolio | 87.3k $5.1m | Added +49.4k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 87.2k $5.1m | Reduced -3.8k |
| Interval Partners, LP 0.16% of their portfolio | 82.0k $4.8m | Reduced -46.2k |
| VAN ECK ASSOCIATES CORP 0.00% of their portfolio | 81.1k $4.7m | Added +2.9k |
| Fairman Group, LLC 3.89% of their portfolio | 77.9k $4.6m | Reduced -11.0k |
| SEIZERT CAPITAL PARTNERS, LLC 0.20% of their portfolio | 75.5k $4.4m | Added +476 |
| FJ Capital Management LLC 0.49% of their portfolio | 75.0k $4.4m | New |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 70.5k $4.1m | First filing |
| Trexquant Investment LP 0.03% of their portfolio | 69.1k $4.0m | Added +30.6k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 67.2k $3.9m | Reduced -6.5k |
| IEQ CAPITAL, LLC 0.02% of their portfolio | 64.6k $3.8m | Reduced -59.9k |
| Robeco Institutional Asset Management B.V. 0.01% of their portfolio | 64.3k $3.8m | Added +21.2k |
| Integrated Wealth Concepts LLC 0.03% of their portfolio | 63.8k $3.7m | Added +6.4k |
| Horizon Investments, LLC 0.04% of their portfolio | 63.3k $3.7m | Added +1.4k |
| GREAT LAKES ADVISORS, LLC 0.03% of their portfolio | 60.4k $3.5m | Added +17.4k |