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John Overdeck’s Enact Holdings ACT Stock Holding History

John Overdeck’s Portfolio ACT Stock Details ACT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.6M Sell
275,029
-229,470
-45% -$9.81M 0.01% 1341
2026
Q1 		$20.6M Buy
504,499
+136,644
+37% +$5.59M 0.02% 930
2025
Q4 		$14.6M Buy
367,855
+94,505
+35% +$3.56M 0.02% 889
2025
Q3 		$10.5M Sell
273,350
-85,854
-24% -$3.19M 0.02% 935
2025
Q2 		$13.3M Buy
359,204
+33,093
+10% +$1.17M 0.02% 694
2025
Q1 		$11.3M Buy
326,111
+126,471
+63% +$4.23M 0.02% 719
2024
Q4 		$6.46M Sell
199,640
-12,068
-6% -$418K 0.01% 957
2024
Q3 		$7.69M Sell
211,708
-37,822
-15% -$1.29M 0.02% 873
2024
Q2 		$7.65M Sell
249,530
-120,307
-33% -$3.66M 0.02% 816
2024
Q1 		$11.5M Sell
369,837
-88,884
-19% -$2.52M 0.03% 608
2023
Q4 		$13.3M Buy
458,721
+69,131
+18% +$1.93M 0.03% 564
2023
Q3 		$10.6M Buy
389,590
+140,493
+56% +$3.9M 0.03% 590
2023
Q2 		$6.26M Buy
249,097
+237,397
+2,029% +$5.79M 0.02% 831
2023
Q1 		$267K Sell
11,700
-18,933
-62% -$451K ﹤0.01% 2466
2022
Q4 		$739K Sell
30,633
-60,834
-67% -$1.48M ﹤0.01% 1853
2022
Q3 		$2.03M Buy
+91,467
New +$2.19M 0.01% 1141

Other funds holding ACT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
GCM
Glendon Capital Management Santa Monica, California $773M AUM 8.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

John Overdeck's ACT Position: Q2 2026 in Review

John Overdeck reduced its Enact Holdings (ACT) stake by 45% in Q2 2026, selling an estimated $9.81M and leaving 275,029 shares worth $12.6M. The position accounts for 0.01% of the portfolio, ranked #1341.

John Overdeck first reported a position in ACT in Q3 2022 and has held it in 16 quarters since. The position peaked at $20.6M in Q1 2026. 249 funds tracked by Wall St. Rank hold ACT as of Q2 2026.

  • John Overdeck held 275,029 shares of Enact Holdings worth $12.6M as of Q2 2026.
  • John Overdeck sold 229,470 Enact Holdings shares in Q2 2026, an estimated $9.81M.
  • Enact Holdings made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1341 holding.
  • John Overdeck first reported a position in Enact Holdings in Q3 2022 and has held it in 16 quarters since.
  • John Overdeck's Enact Holdings position peaked at $20.6M in Q1 2026.
  • 249 funds tracked by Wall St. Rank held Enact Holdings as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.