Creative Planning
ESNT icon

Creative Planning’s Essent Group ESNT Stock Holding History

Creative Planning’s Portfolio ESNT Stock Details ESNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.79M Sell
99,037
-1,561
-2% -$95.3K ﹤0.01% 1081
2025
Q4 		$6.54M Buy
100,598
+58,815
+141% +$3.65M ﹤0.01% 831
2025
Q3 		$2.66M Buy
41,783
+21,469
+106% +$1.3M ﹤0.01% 1318
2025
Q2 		$1.23M Buy
20,314
+3,601
+22% +$208K ﹤0.01% 1687
2025
Q1 		$965K Buy
16,713
+6,438
+63% +$365K ﹤0.01% 1748
2024
Q4 		$559K Buy
+10,275
New +$597K ﹤0.01% 2121
2017
Q3 		– Sell
-805
Closed -$30K – 2433
2017
Q2 		$30K Sell
805
-270
-25% -$9.92K ﹤0.01% 2880
2017
Q1 		$39K Buy
1,075
+359
+50% +$12.5K ﹤0.01% 2658
2016
Q4 		$23K Buy
+716
New +$21.1K ﹤0.01% 2982

Other funds holding ESNT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return