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Essent Group Ltd.

ESNT Financials
$60.78 $-1.12 (-1.81%)
Market Cap: $5.6 B
Gurus Holding
5
Popularity Rank
#1953
% of Shares Held
2.88%
Net Activity (Q1 2026)
+$83,425.49

Guru Ownership Trend

Guru Analysis for Essent Group Ltd. (ESNT)

Essent Group Ltd. (ESNT), a key player in the Financials sector, continues to attract institutional attention.

As of Q1 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $161.31 M.

Top institutional holders include Cliff Asness and Paul Tudor Jones.

Institutional sentiment is currently Bullish. This is evidenced by a $83,425.49 net inflow during the quarter.

Recent activity highlights Steven Cohen who opened a new position. Conversely, Jefferies Group reduced exposure by 32.4%.

Key Holders

Top 5 by Value

$91.24 M
$40.54 M
$11.91 M
$10.24 M
$1.18 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$20.76 M
Total Buy Value
New Buys 1
Additions 1
-$20.67 M
Total Sell Value
Reductions 3
Sold Out 2

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
5
Net Buyers
2

FAQs for Essent Group Ltd. (ESNT)

Major holders include Cliff Asness ($91.24 M), Paul Tudor Jones ($40.54 M), HOTCHKIS & WILEY ($11.91 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 2.65 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $83,425.49, with 2 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 2 fully exited ESNT. The total reported sell value was $20.67 M.

Yes, 1 managers opened new positions in ESNT, and 1 increased their existing holdings. The total reported buy value was $20.76 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.04% Reduce -16.2% 1,561,273 $91.24 M Q1 2026
0.08% Add 35.1% 693,686 $40.54 M Q1 2026
0.04% Reduce 0.0% 203,764 $11.91 M Q1 2026
0.01% New Buy 175,156 $10.24 M Q1 2026
0.01% Reduce -32.4% 20,160 $1.18 M Q1 2026
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