Measured Wealth Private Client Group’s Essent Group ESNT Stock Holding History

Measured Wealth Private Client Group’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	–	Hold	0	–	–	–	703
2026 Q1	–	Sell	-258	Closed	-$15.7K	–	708
2025 Q4	$16.8K	Sell	258 -166	-39%	-$10.3K	﹤0.01%	510
2025 Q3	$26.9K	Buy	+424	New	+$25.8K	0.01%	410
2025 Q1	–	Sell	-5,514	Closed	-$300K	–	177
2024 Q4	$300K	Sell	5,514 -8,508	-61%	-$494K	0.1%	139
2024 Q3	$901K	Sell	14,022 -178	-1%	-$10.9K	0.3%	48
2024 Q2	$798K	Buy	14,200 +1,305	+10%	+$72.6K	0.28%	54
2024 Q1	$767K	Buy	12,895 +506	+4%	+$27.5K	0.27%	62
2023 Q4	$653K	Buy	12,389 +1,540	+14%	+$75.3K	0.24%	72
2023 Q3	$513K	Buy	10,849 +4,371	+67%	+$217K	0.21%	78
2023 Q2	$303K	Sell	6,478 -175	-3%	-$7.62K	0.12%	136
2023 Q1	$266K	Buy	6,653 +1,248	+23%	+$51.4K	0.1%	145
2022 Q4	$210K	Buy	+5,405	New	+$205K	0.09%	159

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

Measured Wealth Private Client Group's ESNT Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Essent Group (ESNT) position steady in Q2 2026 at 0 shares worth $7. The position accounts for ﹤0.01% of the portfolio, ranked #703.

Measured Wealth Private Client Group first reported a position in ESNT in Q4 2022 and has held it in 11 quarters since. The position peaked at $901K in Q3 2024. 362 funds tracked by Wall St. Rank hold ESNT as of Q2 2026.

Measured Wealth Private Client Group held 0 shares of Essent Group worth $7 as of Q2 2026.
Measured Wealth Private Client Group left its Essent Group share count unchanged in Q2 2026.
Essent Group made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #703 holding.
Measured Wealth Private Client Group first reported a position in Essent Group in Q4 2022 and has held it in 11 quarters since.
Measured Wealth Private Client Group's Essent Group position peaked at $901K in Q3 2024.
362 funds tracked by Wall St. Rank held Essent Group as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.