Key Financial Inc’s Enstar Group ESGR Stock Holding History

Key Financial Inc’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	-163	Closed	-$54.8K	–	1474
2025 Q2	$54.8K	Hold	163	–	–	0.01%	473
2025 Q1	$54.2K	Hold	163	–	–	0.01%	470
2024 Q4	$52.5K	Buy	+163	New	+$52.7K	0.01%	471

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

Key Financial Inc's ESGR Position: Q3 2025 in Review

Key Financial Inc sold out of Enstar Group (ESGR) in Q3 2025, closing a stake of 163 shares — an estimated $54.8K sold.

Key Financial Inc first reported a position in ESGR in Q4 2024 and held it in 3 quarters. The position peaked at $54.8K in Q2 2025. 3 funds tracked by Wall St. Rank hold ESGR as of Q3 2025.

Key Financial Inc reported no remaining Enstar Group position as of Q3 2025 after selling out during the quarter.
Key Financial Inc sold 163 Enstar Group shares in Q3 2025, an estimated $54.8K.
Key Financial Inc first reported a position in Enstar Group in Q4 2024 and held it in 3 quarters.
Key Financial Inc's Enstar Group position peaked at $54.8K in Q2 2025.
3 funds tracked by Wall St. Rank held Enstar Group as of Q3 2025.

Based on Key Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.