BWM
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Baron Wealth Management’s Enact Holdings ACT Stock Holding History

Baron Wealth Management’s Portfolio ACT Stock Details ACT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$245K Buy
5,367
+119
+2% +$5.09K 0.06% 245
2026
Q1 		$214K Buy
+5,248
New +$215K 0.06% 248

Other funds holding ACT

MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
RPWA
Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Baron Wealth Management's ACT Position: Q2 2026 in Review

Baron Wealth Management increased its Enact Holdings (ACT) stake by 2.3% in Q2 2026, buying an estimated $5.09K and bringing the position to 5,367 shares worth $245K. The position accounts for 0.06% of the portfolio, ranked #245.

Baron Wealth Management first reported a position in ACT in Q1 2026 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold ACT as of Q2 2026.

  • Baron Wealth Management held 5,367 shares of Enact Holdings worth $245K as of Q2 2026.
  • Baron Wealth Management bought 119 Enact Holdings shares in Q2 2026, an estimated $5.09K.
  • Enact Holdings made up 0.06% of Baron Wealth Management's portfolio in Q2 2026, its #245 holding.
  • Baron Wealth Management first reported a position in Enact Holdings in Q1 2026 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held Enact Holdings as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.