PCM
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Polymer Capital Management’s Essent Group ESNT Stock Holding History

Polymer Capital 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 		$1.55M Buy
24,149
+17,599
+269% +$1.07M 0.21% 115
2026
Q1 		$383K Buy
+6,550
New +$400K 0.04% 508
2025
Q4 		– Sell
-5,626
Closed -$358K – 830
2025
Q3 		$358K Sell
5,626
-1,055
-16% -$64.1K 0.04% 536
2025
Q2 		$406K Sell
6,681
-1,069
-14% -$61.6K 0.05% 339
2025
Q1 		$447K Buy
+7,750
New +$439K 0.12% 220

Other funds holding ESNT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Polymer Capital Management's ESNT Position: Q2 2026 in Review

Polymer Capital Management increased its Essent Group (ESNT) stake by 269% in Q2 2026, buying an estimated $1.07M and bringing the position to 24,149 shares worth $1.55M. The position accounts for 0.21% of the portfolio, ranked #115.

Polymer Capital Management first reported a position in ESNT in Q1 2025 and has held it in 5 quarters since. 362 funds tracked by Wall St. Rank hold ESNT as of Q2 2026.

  • Polymer Capital Management held 24,149 shares of Essent Group worth $1.55M as of Q2 2026.
  • Polymer Capital Management bought 17,599 Essent Group shares in Q2 2026, an estimated $1.07M.
  • Essent Group made up 0.21% of Polymer Capital Management's portfolio in Q2 2026, its #115 holding.
  • Polymer Capital Management first reported a position in Essent Group in Q1 2025 and has held it in 5 quarters since.
  • 362 funds tracked by Wall St. Rank held Essent Group as of Q2 2026.

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