PWA
ESGR

Principia Wealth Advisory’s Enstar Group ESGR Stock Holding History

Principia Wealth Advisory’s Portfolio ESGR Stock Details ESGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2
Closed -$673 – 987
2025
Q2 		$673 Buy
+2
New +$669 ﹤0.01% 672

Other funds holding ESGR

CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JFG
JDM Financial Group Austin, Texas $259M AUM 15.92% 1-Year Est. Return

Principia Wealth Advisory's ESGR Position: Q3 2025 in Review

Principia Wealth Advisory sold out of Enstar Group (ESGR) in Q3 2025, closing a stake of 2 shares — an estimated $673 sold.

Principia Wealth Advisory first reported a position in ESGR in Q2 2025 and held it in 1 quarter. The position peaked at $673 in Q2 2025. 3 funds tracked by Wall St. Rank hold ESGR as of Q3 2025.

  • Principia Wealth Advisory reported no remaining Enstar Group position as of Q3 2025 after selling out during the quarter.
  • Principia Wealth Advisory sold 2 Enstar Group shares in Q3 2025, an estimated $673.
  • Principia Wealth Advisory first reported a position in Enstar Group in Q2 2025 and held it in 1 quarter.
  • Principia Wealth Advisory's Enstar Group position peaked at $673 in Q2 2025.
  • 3 funds tracked by Wall St. Rank held Enstar Group as of Q3 2025.

Based on Principia Wealth Advisory's 13F filing for Q3 2025, filed 10 Feb 2026.