Picton Mahoney Asset Management’s Essent Group ESNT Stock Holding History

Picton Mahoney Asset Management’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	$992K	Buy	15,426 +15,408	+85,600%	+$933K	0.01%	733
2026 Q1	$1.05K	Hold	18	–	–	﹤0.01%	1146
2025 Q4	$1.17K	Hold	18	–	–	﹤0.01%	1069
2025 Q3	$1K	Sell	18 -10,343	-100%	-$628K	﹤0.01%	922
2025 Q2	$629K	Buy	10,361 +9,925	+2,276%	+$572K	0.01%	456
2025 Q1	$25K	Sell	436 -148	-25%	-$8.39K	﹤0.01%	495
2024 Q4	$32K	Buy	584 +238	+69%	+$13.8K	﹤0.01%	430
2024 Q3	$22K	Buy	346 +179	+107%	+$11K	﹤0.01%	397
2024 Q2	$9K	Buy	+167	New	+$9.29K	﹤0.01%	452
2014 Q1	–	Sell	-50,000	Closed	-$1.2M	–	344
2013 Q4	$1.2M	Buy	+50,000	New	+$1.1M	0.07%	179

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

Picton Mahoney Asset Management's ESNT Position: Q2 2026 in Review

Picton Mahoney Asset Management increased its Essent Group (ESNT) stake by 85,600% in Q2 2026, buying an estimated $933K and bringing the position to 15,426 shares worth $992K. The position accounts for 0.01% of the portfolio, ranked #733.

Picton Mahoney Asset Management first reported a position in ESNT in Q4 2013 and has held it in 10 quarters since. The position peaked at $1.2M in Q4 2013. 359 funds tracked by Wall St. Rank hold ESNT as of Q2 2026.

Picton Mahoney Asset Management held 15,426 shares of Essent Group worth $992K as of Q2 2026.
Picton Mahoney Asset Management bought 15,408 Essent Group shares in Q2 2026, an estimated $933K.
Essent Group made up 0.01% of Picton Mahoney Asset Management's portfolio in Q2 2026, its #733 holding.
Picton Mahoney Asset Management first reported a position in Essent Group in Q4 2013 and has held it in 10 quarters since.
Picton Mahoney Asset Management's Essent Group position peaked at $1.2M in Q4 2013.
359 funds tracked by Wall St. Rank held Essent Group as of Q2 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.