ACTNasdaqInsurance Agents, Brokers & ServiceFiscal year ends December 31
Enact Holdings, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$46.18−0.10 (-0.22%)
Close on Oct 19, 2026
- Market cap
- $6.48B
- P/E (TTM)
- 9.7
- Dividend yield
- 1.76%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
21.7%
30M of 137M shares
Institutional holders
250
34 new, 31 sold out
Net institutional buying
-1M
In Q2 2026
Insider trades, 12 months
0 buys · 18 sales
Net sold $314.39M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Genworth Holdings, Inc. | 123,761,372 | 81.00% | 13G (passive) amendment | Dec 31, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ACT | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,780,711 | 3.48% | $218.53M | +115,822 | 0.00% |
| Dimensional Fund Advisors LP | 3,108,626 | 2.26% | $142.09M | +105,732 | 0.03% |
| Vanguard Portfolio Management LLC | 1,758,792 | 1.28% | $80.39M | +17,819 | 0.00% |
| First Trust Advisors LP | 1,622,555 | 1.18% | $74.17M | +227,523 | 0.04% |
| Glendon Capital Management LP | 1,298,718 | 0.94% | $59.36M | – | 7.68% |
| State Street Corp | 1,258,178 | 0.92% | $57.51M | +52,117 | 0.00% |
| Vanguard Capital Management LLC | 1,247,746 | 0.91% | $57.03M | −47,896 | 0.00% |
| Lsv Asset Management | 1,005,264 | 0.73% | $45.95K | −20,300 | 0.08% |
| American Century Companies Inc | 965,683 | 0.70% | $44.14M | +89,079 | 0.02% |
| Geode Capital Management, LLC | 900,993 | 0.66% | $41.19M | +26,670 | 0.00% |
| Arrowstreet Capital, Limited Partnership | 877,582 | 0.64% | $40.11M | −115,405 | 0.02% |
| Allianz Asset Management GmbH | 560,771 | 0.41% | $22.89M | – | 0.02% |
| Morgan Stanley | 555,883 | 0.40% | $25.41M | +41,345 | 0.00% |
| Invesco Ltd. | 509,405 | 0.37% | $23.28M | +43,721 | 0.00% |
| Bank of New York Mellon Corp | 403,051 | 0.29% | $18.42M | +982 | 0.00% |
| Charles Schwab Investment Management Inc | 398,297 | 0.29% | $18.21M | +6,198 | 0.00% |
| Goldman Sachs Group Inc | 363,370 | 0.26% | $16.61M | +21,473 | 0.00% |
| Hotchkis & Wiley Capital Management LLC | 316,861 | 0.23% | $14.48M | −25,030 | 0.04% |
| Northern Trust Corp | 315,848 | 0.23% | $14.44M | +12,811 | 0.00% |
| Royce & Associates LP | 307,134 | 0.22% | $14.04M | +44,835 | 0.11% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 250 | 30M | 21.7% | 34 / 105 | 78 / 31 | 2M | 3M |
| Q1 2026 | 253 | 31M | 22.3% | 43 / 99 | 71 / 29 | 6M | 2M |
| Q4 2025 | 243 | 30M | 21.5% | 40 / 74 | 95 / 25 | 2M | 3M |
| Q3 2025 | 231 | 31M | 22.9% | 32 / 93 | 78 / 42 | 4M | 4M |
| Q2 2025 | 242 | 31M | 22.5% | 52 / 89 | 80 / 31 | 7M | 5M |
| Q1 2025 | 226 | 30M | 21.7% | 36 / 99 | 70 / 20 | 5M | 3M |
| Q4 2024 | 212 | 28M | 20.6% | 39 / 90 | 64 / 21 | 4M | 5M |
| Q3 2024 | 196 | 29M | 21.4% | 35 / 77 | 58 / 21 | 5M | 2M |
| Q2 2024 | 185 | 29M | 21.1% | 35 / 74 | 55 / 16 | 2M | 2M |
| Q1 2024 | 168 | 29M | 21.1% | 18 / 77 | 53 / 17 | 4M | 4M |
| Q4 2023 | 167 | 29M | 21.4% | 34 / 81 | 39 / 6 | 5M | 5M |
| Q3 2023 | 141 | 29M | 21.3% | 23 / 66 | 33 / 13 | 4M | 4M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ACT | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1,682,473 | 1.22% | $76.91M | 0.07% | Jun 30, 2026 |
| First Trust SMID Cap Rising Dividend Achievers ETF | 1,162,236 | 0.85% | $53.13M | 0.47% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 878,771 | 0.64% | $40.17M | 0.00% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 837,849 | 0.61% | $35.01M | 0.13% | May 31, 2026 |
| iShares Russell 2000 ETF | 786,235 | 0.57% | $35.94M | 0.04% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 775,537 | 0.56% | $36.70M | 0.19% | Jul 31, 2026 |
| Vanguard Small-Cap Index Fund | 639,916 | 0.47% | $29.25M | 0.02% | Jun 30, 2026 |
| Dimensional US Small Cap Value ETF | 441,913 | 0.32% | $20.91M | 0.25% | Jul 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 405,622 | 0.30% | $18.54M | 0.03% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 318,763 | 0.23% | $14.57M | 0.01% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 312,545 | 0.23% | $14.79M | 0.09% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund | 303,331 | 0.22% | $14.35M | 0.04% | Jul 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 302,756 | 0.22% | $14.33M | 0.10% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 272,420 | 0.20% | $12.45M | 0.09% | Jun 30, 2026 |
| Dimensional U.S. Small Cap ETF | 266,259 | 0.19% | $12.60M | 0.08% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Rohit Gupta | President and CEO, Director | 518,179 | 0.38% | Sep 21, 2026 |
| James McMullen | Controller | 1,697 | 0.00% | Sep 21, 2026 |
| Michael Derstine | EVP and Chief Risk Officer | 39,104 | 0.03% | Sep 21, 2026 |
| Evan Stolove | EVP, Gen. Counsel & Secretary | 32,003 | 0.02% | Sep 21, 2026 |
| Brian Gould | EVP & Chief Operations Officer | 22,291 | 0.02% | Sep 21, 2026 |
| Hardin Dean Mitchell | EVP, CFO and Treasurer | 142,298 | 0.10% | Sep 21, 2026 |
| Robert P. Restrepo Jr | Director | 0 | – | Sep 21, 2026 |
| Westley V. Thompson | Director | 5,000 | 0.00% | Sep 21, 2026 |
| H. Elizabeth Mitchell | Director | – | – | Sep 21, 2026 |
| Michael A. Bless | Director | 5,000 | 0.00% | Sep 21, 2026 |
| Sheila Hooda | Director | – | – | Sep 21, 2026 |
| John D. Fisk | Director | 6,000 | 0.00% | Sep 21, 2026 |
| Debra Still | Director | 5,000 | 0.00% | Sep 21, 2026 |
| Dominic James Addesso | Director | 10,000 | 0.01% | Sep 21, 2026 |
| Anne G. Waleski | Director | 5,000 | 0.00% | Mar 18, 2025 |
| Genworth Holdings, Inc. | 10% owner | 110,390,967 | 80.29% | Sep 1, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Genworth Holdings, Inc. 10% owner | Aug 31, 2026 | Sale | −687,379 | $49.40 | $33.96M | 110,390,967 |
| Evan Stolove EVP, Gen. Counsel & Secretary | Aug 17, 2026 | Sale | −20,024 | $49.52 | $991.59K | 32,003 |
| Genworth Holdings, Inc. 10% owner | Jul 31, 2026 | Sale | −523,226 | $45.92 | $24.03M | 111,078,346 |
| Genworth Holdings, Inc. 10% owner | Jun 30, 2026 | Sale | −605,067 | $42.28 | $25.58M | 111,601,572 |
| Brian Gould EVP & Chief Operations Officer | Jun 1, 2026 | Sale | −23,000 | $41.18 | $947.14K | 22,291 |
| Genworth Holdings, Inc. 10% owner | May 29, 2026 | Sale | −602,440 | $42.91 | $25.85M | 112,206,639 |
| Genworth Holdings, Inc. 10% owner | Apr 30, 2026 | Sale | −560,453 | $42.55 | $23.85M | 112,809,079 |
| James McMullen Controller | Apr 1, 2026 | Tax withholding | −169 | $40.57 | $6.86K | 1,697 |
| James McMullen Controller | Apr 1, 2026 | Option exercise | +594 | – | – | 1,866 |
| Genworth Holdings, Inc. 10% owner | Mar 31, 2026 | Sale | −820,567 | $40.92 | $33.58M | 113,369,532 |
| James McMullen Controller | Mar 6, 2026 | Sale | −2,500 | $41.64 | $104.10K | 1,272 |
| Michael Derstine EVP and Chief Risk Officer | Mar 2, 2026 | Sale | −9,000 | $42.21 | $379.89K | 39,104 |
| Genworth Holdings, Inc. 10% owner | Feb 27, 2026 | Sale | −398,731 | $42.19 | $16.82M | 114,190,099 |
| Brian Gould EVP & Chief Operations Officer | Feb 24, 2026 | Option exercise | +15,710 | – | – | 49,759 |
| Brian Gould EVP & Chief Operations Officer | Feb 24, 2026 | Tax withholding | −4,468 | $41.46 | $185.24K | 45,291 |
| Hardin Dean Mitchell EVP, CFO and Treasurer | Feb 24, 2026 | Tax withholding | −17,723 | $41.46 | $734.80K | 142,298 |
| Hardin Dean Mitchell EVP, CFO and Treasurer | Feb 24, 2026 | Option exercise | +42,616 | – | – | 160,021 |
| Michael Derstine EVP and Chief Risk Officer | Feb 24, 2026 | Tax withholding | −5,341 | $41.46 | $221.44K | 48,104 |
| Michael Derstine EVP and Chief Risk Officer | Feb 24, 2026 | Option exercise | +17,952 | – | – | 53,445 |
| Evan Stolove EVP, Gen. Counsel & Secretary | Feb 24, 2026 | Tax withholding | −5,851 | $41.46 | $242.58K | 52,027 |
| Evan Stolove EVP, Gen. Counsel & Secretary | Feb 24, 2026 | Option exercise | +19,072 | – | – | 57,878 |
| Rohit Gupta President and CEO, Director | Feb 24, 2026 | Tax withholding | −82,795 | $41.46 | $3.43M | 518,179 |
| Rohit Gupta President and CEO, Director | Feb 24, 2026 | Option exercise | +190,594 | – | – | 600,974 |
| Evan Stolove EVP, Gen. Counsel & Secretary | Feb 20, 2026 | Tax withholding | −578 | $41.43 | $23.95K | 38,806 |
| Evan Stolove EVP, Gen. Counsel & Secretary | Feb 20, 2026 | Option exercise | +2,029 | – | – | 39,384 |
| Brian Gould EVP & Chief Operations Officer | Feb 20, 2026 | Tax withholding | −462 | $41.43 | $19.14K | 34,049 |
| Brian Gould EVP & Chief Operations Officer | Feb 20, 2026 | Option exercise | +1,623 | – | – | 34,511 |
| James McMullen Controller | Feb 20, 2026 | Option exercise | +690 | – | – | 4,005 |
| James McMullen Controller | Feb 20, 2026 | Tax withholding | −233 | $41.43 | $9.65K | 3,772 |
| Rohit Gupta President and CEO, Director | Feb 20, 2026 | Tax withholding | −6,602 | $41.43 | $273.52K | 410,380 |
| Rohit Gupta President and CEO, Director | Feb 20, 2026 | Option exercise | +15,197 | – | – | 416,982 |
| Hardin Dean Mitchell EVP, CFO and Treasurer | Feb 20, 2026 | Option exercise | +5,068 | – | – | 118,847 |
| Hardin Dean Mitchell EVP, CFO and Treasurer | Feb 20, 2026 | Tax withholding | −1,442 | $41.43 | $59.74K | 117,405 |
| Michael Derstine EVP and Chief Risk Officer | Feb 20, 2026 | Tax withholding | −578 | $41.43 | $23.95K | 35,493 |
| Michael Derstine EVP and Chief Risk Officer | Feb 20, 2026 | Option exercise | +2,029 | – | – | 36,071 |
| Rohit Gupta President and CEO, Director | Feb 17, 2026 | Option exercise | +18,771 | – | – | 409,940 |
| Rohit Gupta President and CEO, Director | Feb 17, 2026 | Tax withholding | −8,155 | $43.29 | $353.03K | 401,785 |
| Michael Derstine EVP and Chief Risk Officer | Feb 17, 2026 | Option exercise | +2,508 | – | – | 34,754 |
| Michael Derstine EVP and Chief Risk Officer | Feb 17, 2026 | Tax withholding | −712 | $43.29 | $30.82K | 34,042 |
| Evan Stolove EVP, Gen. Counsel & Secretary | Feb 17, 2026 | Tax withholding | −714 | $43.29 | $30.91K | 37,355 |
| Evan Stolove EVP, Gen. Counsel & Secretary | Feb 17, 2026 | Option exercise | +2,508 | – | – | 38,069 |
| James McMullen Controller | Feb 17, 2026 | Option exercise | +820 | – | – | 3,592 |
| James McMullen Controller | Feb 17, 2026 | Tax withholding | −277 | $43.29 | $11.99K | 3,315 |
| Brian Gould EVP & Chief Operations Officer | Feb 17, 2026 | Option exercise | +2,009 | – | – | 33,483 |
| Brian Gould EVP & Chief Operations Officer | Feb 17, 2026 | Tax withholding | −595 | $43.29 | $25.76K | 32,888 |
| Hardin Dean Mitchell EVP, CFO and Treasurer | Feb 17, 2026 | Tax withholding | −1,781 | $43.29 | $77.10K | 113,779 |
| Hardin Dean Mitchell EVP, CFO and Treasurer | Feb 17, 2026 | Option exercise | +6,262 | – | – | 115,560 |
| Robert P. Restrepo Jr Director | Feb 11, 2026 | Sale | −5,000 | $42.95 | $214.75K | 0 |
| Brian Gould EVP & Chief Operations Officer | Feb 9, 2026 | Tax withholding | −881 | $42.39 | $37.35K | 31,474 |
| Brian Gould EVP & Chief Operations Officer | Feb 9, 2026 | Option exercise | +2,609 | – | – | 32,355 |
| Rohit Gupta President and CEO, Director | Feb 9, 2026 | Option exercise | +31,762 | – | – | 401,517 |
| Rohit Gupta President and CEO, Director | Feb 9, 2026 | Tax withholding | −10,348 | $42.39 | $438.65K | 391,169 |
| Hardin Dean Mitchell EVP, CFO and Treasurer | Feb 9, 2026 | Tax withholding | −2,172 | $42.39 | $92.07K | 109,298 |
| Hardin Dean Mitchell EVP, CFO and Treasurer | Feb 9, 2026 | Option exercise | +7,095 | – | – | 111,470 |
| Evan Stolove EVP, Gen. Counsel & Secretary | Feb 9, 2026 | Option exercise | +3,170 | – | – | 36,631 |
| Evan Stolove EVP, Gen. Counsel & Secretary | Feb 9, 2026 | Tax withholding | −1,070 | $42.39 | $45.36K | 35,561 |
| James McMullen Controller | Feb 9, 2026 | Option exercise | +967 | – | – | 3,099 |
| James McMullen Controller | Feb 9, 2026 | Tax withholding | −327 | $42.39 | $13.86K | 2,772 |
| Michael Derstine EVP and Chief Risk Officer | Feb 9, 2026 | Tax withholding | −1,006 | $42.39 | $42.64K | 32,246 |
| Michael Derstine EVP and Chief Risk Officer | Feb 9, 2026 | Option exercise | +2,981 | – | – | 33,252 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Evan Stolove Officer | Aug 17, 2026 | 20,024 | $991.69K | Aug 17, 2026 | Restricted Stock Vesting |
| Brian Gould Officer | Jun 1, 2026 | 23,000 | $952.20K | Jun 1, 2026 | Restricted Stock Award |
| James McMullen Officer | Mar 6, 2026 | 2,500 | $104.10K | Mar 6, 2026 | Restricted Stock Vesting |
| Michael Derstine Officer | Mar 2, 2026 | 9,000 | $379.91K | Mar 2, 2026 | Restricted Stock Vesting |
| Robert P. Restrepo Jr Director | Feb 11, 2026 | 5,000 | $214.75K | Feb 11, 2026 | Open Market Purchase |
| Robert P. Restrepo Jr Director | Nov 19, 2025 | 7,438 | $278.11K | Nov 19, 2025 | IPO Shares |
| Robert P. Restrepo Jr Director | Nov 18, 2025 | 2,562 | $95.85K | Nov 18, 2025 | IPO Shares |
| Gupta Rohit Officer and Director | Aug 27, 2025 | 32,895 | $1.25M | Aug 27, 2025 | Compensation |
| Gupta Rohit Officer | Aug 27, 2025 | 86,406 | $749.14K | Aug 27, 2025 | Compensation |
| Robert P. Restrepo Jr Director | Jun 4, 2025 | 10,000 | $347.16K | Jun 4, 2025 | Compensation |
| James McMullen Officer | May 6, 2025 | 4,000 | $145.78K | May 6, 2025 | Restricted Stock Vesting |
| Brian Gould Officer | Mar 6, 2025 | 15,000 | $504.15K | Mar 6, 2025 | Restricted Stock Vesting |
| Evan Stolove Officer | Mar 4, 2025 | 7,222 | $245.26K | Mar 4, 2025 | Restricted Stock Vesting |
| Michael Derstine Officer | Feb 25, 2025 | 7,000 | $236.38K | Feb 25, 2025 | Restricted Stock Vesting |