Independent Advisor Alliance’s Enstar Group ESGR Stock Holding History

Independent Advisor Alliance’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	-2,087	Closed	-$702K	–	958
2025 Q2	$702K	Buy	2,087 +2	+0.1%	+$669	0.02%	494
2025 Q1	$693K	Buy	+2,085	New	+$687K	0.02%	448
2023 Q3	–	Sell	-1,040	Closed	-$254K	–	664
2023 Q2	$254K	Hold	1,040	–	–	0.01%	566
2023 Q1	$241K	Buy	+1,040	New	+$246K	0.01%	568
2022 Q4	–	Sell	-2,246	Closed	-$381K	–	490
2022 Q3	$381K	Hold	2,246	–	–	0.02%	434
2022 Q2	$481K	Hold	2,246	–	–	0.03%	377
2022 Q1	$587K	Hold	2,246	–	–	0.03%	360
2021 Q4	$556K	Buy	+2,246	New	+$533K	0.03%	370

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

Independent Advisor Alliance's ESGR Position: Q3 2025 in Review

Independent Advisor Alliance sold out of Enstar Group (ESGR) in Q3 2025, closing a stake of 2,087 shares — an estimated $702K sold.

Independent Advisor Alliance first reported a position in ESGR in Q4 2021 and held it in 8 quarters. The position peaked at $702K in Q2 2025. 3 funds tracked by Wall St. Rank hold ESGR as of Q3 2025.

Independent Advisor Alliance reported no remaining Enstar Group position as of Q3 2025 after selling out during the quarter.
Independent Advisor Alliance sold 2,087 Enstar Group shares in Q3 2025, an estimated $702K.
Independent Advisor Alliance first reported a position in Enstar Group in Q4 2021 and held it in 8 quarters.
Independent Advisor Alliance's Enstar Group position peaked at $702K in Q2 2025.
3 funds tracked by Wall St. Rank held Enstar Group as of Q3 2025.

Based on Independent Advisor Alliance's 13F filing for Q3 2025, filed 4 Nov 2025.