Convergence Financial’s Enstar Group ESGR Stock Holding History

Convergence Financial’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	-1,418	Closed	-$477K	–	191
2025 Q2	$477K	Buy	1,418 +624	+79%	+$209K	0.08%	117
2025 Q1	$264K	Buy	+794	New	+$262K	0.05%	145

Other funds holding ESGR

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JFG

JDM Financial Group Austin, Texas $259M AUM 15.92% 1-Year Est. Return

Convergence Financial's ESGR Position: Q3 2025 in Review

Convergence Financial sold out of Enstar Group (ESGR) in Q3 2025, closing a stake of 1,418 shares — an estimated $477K sold.

Convergence Financial first reported a position in ESGR in Q1 2025 and held it in 2 quarters. The position peaked at $477K in Q2 2025. 3 funds tracked by Wall St. Rank hold ESGR as of Q3 2025.

Convergence Financial reported no remaining Enstar Group position as of Q3 2025 after selling out during the quarter.
Convergence Financial sold 1,418 Enstar Group shares in Q3 2025, an estimated $477K.
Convergence Financial first reported a position in Enstar Group in Q1 2025 and held it in 2 quarters.
Convergence Financial's Enstar Group position peaked at $477K in Q2 2025.
3 funds tracked by Wall St. Rank held Enstar Group as of Q3 2025.

Based on Convergence Financial's 13F filing for Q3 2025, filed 10 Nov 2025.