KLCM Advisors’s Essent Group ESNT Stock Holding History

KLCM Advisors’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 Q2	$754K	Buy	+11,727	New	+$710K	0.06%	149
2023 Q2	–	Sell	-9,651	Closed	-$387K	–	143
2023 Q1	$387K	Hold	9,651	–	–	0.08%	92
2022 Q4	$375K	Hold	9,651	–	–	0.08%	94
2022 Q3	$337K	Buy	9,651 +3,973	+70%	+$159K	0.08%	93
2022 Q2	$221K	Hold	5,678	–	–	0.05%	102
2022 Q1	$234K	Hold	5,678	–	–	0.05%	98
2021 Q4	$259K	Hold	5,678	–	–	0.06%	97
2021 Q3	$250K	Sell	5,678 -4,418	-44%	-$200K	0.05%	95
2021 Q2	$454K	Buy	+10,096	New	+$490K	0.1%	66

Other funds holding ESNT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

KLCM Advisors's ESNT Position: Q2 2026 in Review

KLCM Advisors opened a new position in Essent Group (ESNT) in Q2 2026: 11,727 shares worth $754K. The stake represents 0.06% of the portfolio and ranks #149 among its holdings. This is a return to the name: KLCM Advisors previously reported a position in ESNT as recently as Q1 2023.

KLCM Advisors first reported a position in ESNT in Q2 2021 and has held it in 9 quarters since. 362 funds tracked by Wall St. Rank hold ESNT as of Q2 2026.

KLCM Advisors held 11,727 shares of Essent Group worth $754K as of Q2 2026.
Essent Group was a new KLCM Advisors position in Q2 2026.
Essent Group made up 0.06% of KLCM Advisors's portfolio in Q2 2026, its #149 holding.
KLCM Advisors first reported a position in Essent Group in Q2 2021 and has held it in 9 quarters since.
362 funds tracked by Wall St. Rank held Essent Group as of Q2 2026.

Based on KLCM Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.