SFA
ESGR

Sequoia Financial Advisors’s Enstar Group ESGR Stock Holding History

Sequoia Financial Advisors’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
-19,338
Closed -$6.5M – 1762
2025
Q2 		$6.5M Buy
19,338
+8
+0% +$2.68K 0.04% 237
2025
Q1 		$6.42M Sell
19,330
-8,727
-31% -$2.88M 0.05% 236
2024
Q4 		$9.04M Buy
28,057
+1,744
+7% +$564K 0.09% 184
2024
Q3 		$8.46M Buy
26,313
+22,761
+641% +$7.37M 0.09% 165
2024
Q2 		$1.09M Buy
3,552
+10
+0.3% +$3K 0.01% 467
2024
Q1 		$1.1M Sell
3,542
-1,237
-26% -$354K 0.01% 451
2023
Q4 		$1.41M Buy
4,779
+1,238
+35% +$323K 0.02% 433
2023
Q3 		$857K Hold
3,541
– – 0.02% 374
2023
Q2 		$865K Buy
3,541
+6
+0.2% +$1.48K 0.01% 374
2023
Q1 		$819K Hold
3,535
– – 0.02% 354
2022
Q4 		$817K Buy
+3,535
New +$720K 0.02% 335

Other funds holding ESGR

CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
JFG
JDM Financial Group Austin, Texas $293M AUM 17.35% 1-Year Est. Return

Sequoia Financial Advisors's ESGR Position: Q3 2025 in Review

Sequoia Financial Advisors sold out of Enstar Group (ESGR) in Q3 2025, closing a stake of 19,338 shares — an estimated $6.5M sold.

Sequoia Financial Advisors first reported a position in ESGR in Q4 2022 and held it in 11 quarters. The position peaked at $9.04M in Q4 2024. 3 funds tracked by Wall St. Rank hold ESGR as of Q3 2025.

  • Sequoia Financial Advisors reported no remaining Enstar Group position as of Q3 2025 after selling out during the quarter.
  • Sequoia Financial Advisors sold 19,338 Enstar Group shares in Q3 2025, an estimated $6.5M.
  • Sequoia Financial Advisors first reported a position in Enstar Group in Q4 2022 and held it in 11 quarters.
  • Sequoia Financial Advisors's Enstar Group position peaked at $9.04M in Q4 2024.
  • 3 funds tracked by Wall St. Rank held Enstar Group as of Q3 2025.

Based on Sequoia Financial Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.