Creative Planning’s Enstar Group ESGR Stock Holding History

Creative Planning’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	-6,671	Closed	-$2.24M	–	3943
2025 Q2	$2.24M	Buy	6,671 +3,262	+96%	+$1.09M	﹤0.01%	1234
2025 Q1	$1.13M	Buy	3,409 +588	+21%	+$194K	﹤0.01%	1628
2024 Q4	$909K	Buy	2,821 +36	+1%	+$11.6K	﹤0.01%	1716
2024 Q3	$737K	Buy	2,785 +585	+27%	+$190K	﹤0.01%	1772
2024 Q2	$673K	Buy	2,200 +419	+24%	+$126K	﹤0.01%	1710
2024 Q1	$553K	Buy	1,781 +301	+20%	+$86.2K	﹤0.01%	1786
2023 Q4	$436K	Buy	1,480 +460	+45%	+$120K	﹤0.01%	1797
2023 Q3	$247K	Buy	1,020 +21	+2%	+$5.27K	﹤0.01%	2093
2023 Q2	$244K	Buy	+999	New	+$247K	﹤0.01%	2066

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

Creative Planning's ESGR Position: Q3 2025 in Review

Creative Planning sold out of Enstar Group (ESGR) in Q3 2025, closing a stake of 6,671 shares — an estimated $2.24M sold.

Creative Planning first reported a position in ESGR in Q2 2023 and held it in 9 quarters. The position peaked at $2.24M in Q2 2025. 3 funds tracked by Wall St. Rank hold ESGR as of Q3 2025.

Creative Planning reported no remaining Enstar Group position as of Q3 2025 after selling out during the quarter.
Creative Planning sold 6,671 Enstar Group shares in Q3 2025, an estimated $2.24M.
Creative Planning first reported a position in Enstar Group in Q2 2023 and held it in 9 quarters.
Creative Planning's Enstar Group position peaked at $2.24M in Q2 2025.
3 funds tracked by Wall St. Rank held Enstar Group as of Q3 2025.

Based on Creative Planning's 13F filing for Q3 2025, filed 14 Nov 2025.