Polar Capital Holdings’s Essent Group ESNT Stock Holding History

Polar Capital Holdings’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	$153M	Sell	2,379,000 -171,000	-7%	-$10.4M	0.36%	63
2026 Q1	$149M	Buy	2,550,000 +100,000	+4%	+$6.1M	0.53%	49
2025 Q4	$159M	Sell	2,450,000 -50,000	-2%	-$3.1M	0.62%	43
2025 Q3	$159M	Sell	2,500,000 -175,000	-7%	-$10.6M	0.76%	36
2025 Q2	$162M	Buy	2,675,000 +25,000	+0.9%	+$1.44M	0.85%	36
2025 Q1	$153M	Sell	2,650,000 -50,000	-2%	-$2.84M	0.93%	25
2024 Q4	$147M	Buy	2,700,000 +350,000	+15%	+$20.3M	0.82%	30
2024 Q3	$151M	Hold	2,350,000	–	–	0.72%	29
2024 Q2	$132M	Buy	2,350,000 +19,500	+0.8%	+$1.09M	0.78%	34
2024 Q1	$139M	Sell	2,330,500 -57,000	-2%	-$3.1M	0.73%	31
2023 Q4	$126M	Sell	2,387,500 -12,500	-0.5%	-$611K	0.77%	28
2023 Q3	$113M	Sell	2,400,000 -260,000	-10%	-$12.9M	0.84%	28
2023 Q2	$124M	Sell	2,660,000 -290,000	-10%	-$12.6M	0.63%	31
2023 Q1	$118M	Sell	2,950,000 -287,500	-9%	-$11.8M	0.77%	30
2022 Q4	$126M	Buy	3,237,500 +37,500	+1%	+$1.43M	1%	20
2022 Q3	$112M	Buy	3,200,000 +117,500	+4%	+$4.71M	0.71%	30
2022 Q2	$120M	Buy	3,082,500 +695,000	+29%	+$28.4M	0.7%	25
2022 Q1	$98.4M	Buy	2,387,500 +215,500	+10%	+$9.59M	0.44%	47
2021 Q4	$98.9M	Sell	2,172,000 -123,500	-5%	-$5.66M	0.37%	57
2021 Q3	$101M	Sell	2,295,500 -117,000	-5%	-$5.31M	0.41%	52
2021 Q2	$108M	Hold	2,412,500	–	–	0.47%	47
2021 Q1	$115M	Buy	2,412,500 +37,500	+2%	+$1.67M	0.71%	38
2020 Q4	$103M	Buy	+2,375,000	New	+$103M	0.62%	40

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

Polar Capital Holdings's ESNT Position: Q2 2026 in Review

Polar Capital Holdings reduced its Essent Group (ESNT) stake by 6.7% in Q2 2026, selling an estimated $10.4M and leaving 2,379,000 shares worth $153M. The position accounts for 0.36% of the portfolio, ranked #63.

Polar Capital Holdings first reported a position in ESNT in Q4 2020 and has held it in 23 quarters since. The position peaked at $162M in Q2 2025. 361 funds tracked by Wall St. Rank hold ESNT as of Q2 2026.

Polar Capital Holdings held 2,379,000 shares of Essent Group worth $153M as of Q2 2026.
Polar Capital Holdings sold 171,000 Essent Group shares in Q2 2026, an estimated $10.4M.
Essent Group made up 0.36% of Polar Capital Holdings's portfolio in Q2 2026, its #63 holding.
Polar Capital Holdings first reported a position in Essent Group in Q4 2020 and has held it in 23 quarters since.
Polar Capital Holdings's Essent Group position peaked at $162M in Q2 2025.
361 funds tracked by Wall St. Rank held Essent Group as of Q2 2026.

Based on Polar Capital Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.