Bell Investment Advisors’s Enstar Group ESGR Stock Holding History

Bell Investment Advisors’s Portfolio ESGR Stock Details ESGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-39	Closed	-$13.1K	–	1904
2025 Q2	$13.1K	Sell	39 -2	-5%	-$669	﹤0.01%	571
2025 Q1	$13.6K	Buy	41 +4	+11%	+$1.32K	﹤0.01%	496
2024 Q4	$11.9K	Buy	37 +12	+48%	+$3.88K	﹤0.01%	537
2024 Q3	$8.04K	Sell	25 -2	-7%	-$648	﹤0.01%	711
2024 Q2	$8.25K	Buy	27 +6	+29%	+$1.8K	﹤0.01%	683
2024 Q1	$6.53K	Hold	21	–	–	﹤0.01%	778
2023 Q4	$6.18K	Sell	21 -2	-9%	-$523	﹤0.01%	766
2023 Q3	$5.57K	Hold	23	–	–	﹤0.01%	750
2023 Q2	$5.62K	Buy	23 +2	+10%	+$494	﹤0.01%	757
2023 Q1	$4.87K	Hold	21	–	–	﹤0.01%	804
2022 Q4	$4.85K	Sell	21 -6	-22%	-$1.22K	﹤0.01%	829
2022 Q3	$5K	Buy	27 +2	+8%	+$391	﹤0.01%	667
2022 Q2	$5K	Buy	+25	New	+$5.81K	﹤0.01%	686
2021 Q4	$5K	Sell	21 -5	-19%	-$1.19K	﹤0.01%	754
2021 Q3	$6K	Buy	+26	New	+$6.34K	﹤0.01%	625

Other funds holding ESGR

Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

JFG

JDM Financial Group Austin, Texas $293M AUM 17.35% 1-Year Est. Return

Bell Investment Advisors's ESGR Position: Q3 2025 in Review

Bell Investment Advisors sold out of Enstar Group (ESGR) in Q3 2025, closing a stake of 39 shares — an estimated $13.1K sold.

Bell Investment Advisors first reported a position in ESGR in Q3 2021 and held it in 15 quarters. The position peaked at $13.6K in Q1 2025. 3 funds tracked by Wall St. Rank hold ESGR as of Q3 2025.

Bell Investment Advisors reported no remaining Enstar Group position as of Q3 2025 after selling out during the quarter.
Bell Investment Advisors sold 39 Enstar Group shares in Q3 2025, an estimated $13.1K.
Bell Investment Advisors first reported a position in Enstar Group in Q3 2021 and held it in 15 quarters.
Bell Investment Advisors's Enstar Group position peaked at $13.6K in Q1 2025.
3 funds tracked by Wall St. Rank held Enstar Group as of Q3 2025.

Based on Bell Investment Advisors's 13F filing for Q3 2025, filed 21 Nov 2025.