ESNTNYSESurety InsuranceFiscal year ends December 31
Essent Group Ltd.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026
$65.06+0.36 (+0.56%)
Close on Oct 19, 2026
- Market cap
- $5.95B
- P/E (TTM)
- 9.1
- Dividend yield
- 1.91%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
96.7%
87M of 90M shares
Institutional holders
361
46 new, 49 sold out
Net institutional buying
-1M
In Q2 2026
Insider trades, 12 months
0 buys · 23 sales
Net sold $16.85M
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 |
|---|---|---|---|---|
| Vanguard Portfolio Management | 7,442,811 | 7.91% | 13G (passive) | Mar 31, 2026 |
| FMR LLC | 5,856,298 | 5.70% | 13G (passive) amendment | Mar 31, 2025 |
| Dimensional Fund Advisors LP | 5,399,228 | 5.20% | 13G (passive) | Mar 31, 2025 |
| Vanguard Capital Management | 4,802,406 | 5.10% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 12,715,785 | 12.30% | 13G (passive) amendment | Mar 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ESNT | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 12,427,447 | 13.83% | $798.84M | +472,392 | 0.01% |
| Vanguard Portfolio Management LLC | 7,579,062 | 8.43% | $487.18M | +203,769 | 0.02% |
| Dimensional Fund Advisors LP | 5,415,221 | 6.03% | $348.10M | +52,989 | 0.06% |
| Capital World Investors | 4,538,937 | 5.05% | $291.76M | −156,880 | 0.03% |
| Vanguard Capital Management LLC | 3,990,051 | 4.44% | $256.48M | −84,248 | 0.01% |
| State Street Corp | 3,910,208 | 4.35% | $251.35M | +112,691 | 0.01% |
| FMR LLC | 2,915,486 | 3.24% | $187.41M | −2,178,287 | 0.01% |
| Geode Capital Management, LLC | 2,846,254 | 3.17% | $182.99M | +71,954 | 0.01% |
| Norges Bank | 2,650,724 | 2.95% | $170.39M | New | 0.02% |
| American Century Companies Inc | 2,645,116 | 2.94% | $170.03M | +543,064 | 0.08% |
| Polar Capital Holdings Plc | 2,379,000 | 2.65% | $152.92M | −171,000 | 0.36% |
| Renaissancere Holdings Ltd | 1,666,374 | 1.85% | $107.11M | – | 25.41% |
| Cooke & Bieler LP | 1,650,122 | 1.84% | $106.07M | −335,676 | 1.23% |
| Aqr Capital Management LLC | 1,548,044 | 1.72% | $99.51M | −13,229 | 0.03% |
| Charles Schwab Investment Management Inc | 1,423,165 | 1.58% | $91.48M | +2,712 | 0.01% |
| Nomura Asset Management International Inc. | 1,251,630 | 1.39% | $80.46M | −423,118 | 0.12% |
| Northern Trust Corp | 1,220,441 | 1.36% | $78.45M | +10,745 | 0.01% |
| Victory Capital Management Inc | 1,195,793 | 1.33% | $76.87M | +29,199 | 0.04% |
| Morgan Stanley | 1,167,901 | 1.30% | $75.07M | −101,556 | 0.00% |
| Ameriprise Financial Inc | 1,106,361 | 1.23% | $71.12M | +161,377 | 0.01% |
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 | 361 | 87M | 96.7% | 46 / 128 | 142 / 49 | 8M | 9M |
| Q1 2026 | 371 | 88M | 97.5% | 57 / 134 | 138 / 40 | 18M | 10M |
| Q4 2025 | 360 | 93M | 100.0% | 55 / 121 | 147 / 41 | 9M | 10M |
| Q3 2025 | 351 | 93M | 100.0% | 54 / 108 | 144 / 35 | 4M | 8M |
| Q2 2025 | 336 | 97M | 100.0% | 41 / 127 | 132 / 36 | 4M | 6M |
| Q1 2025 | 333 | 99M | 100.0% | 65 / 104 | 115 / 39 | 8M | 8M |
| Q4 2024 | 312 | 99M | 100.0% | 52 / 133 | 85 / 54 | 9M | 10M |
| Q3 2024 | 318 | 101M | 100.0% | 53 / 113 | 103 / 20 | 17M | 5M |
| Q2 2024 | 288 | 102M | 100.0% | 42 / 99 | 103 / 35 | 4M | 6M |
| Q1 2024 | 286 | 104M | 100.0% | 41 / 97 | 99 / 28 | 6M | 5M |
| Q4 2023 | 274 | 103M | 100.0% | 38 / 103 | 94 / 31 | 7M | 4M |
| Q3 2023 | 270 | 101M | 100.0% | 46 / 93 | 100 / 23 | 5M | 4M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ESNT | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 2,778,156 | 3.09% | $178.58M | 0.01% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 2,135,405 | 2.38% | $123.62M | 0.46% | May 31, 2026 |
| Vanguard Equity Income Fund | 2,055,819 | 2.29% | $132.15M | 0.20% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 2,008,560 | 2.23% | $129.11M | 0.07% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 1,271,837 | 1.42% | $81.75M | 0.12% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,055,861 | 1.17% | $67.87M | 0.07% | Jun 30, 2026 |
| Vanguard Selected Value Fund | 802,247 | 0.89% | $52.92M | 0.76% | Jul 31, 2026 |
| Vanguard Strategic Equity Fund | 601,171 | 0.67% | $38.64M | 0.32% | Jun 30, 2026 |
| Dimensional U.S. Targeted Value ETF | 596,572 | 0.66% | $39.35M | 0.27% | Jul 31, 2026 |
| Dimensional US Small Cap Value ETF | 494,794 | 0.55% | $32.64M | 0.40% | Jul 31, 2026 |
| Vanguard Russell 2000 Index Fund | 477,752 | 0.53% | $27.66M | 0.16% | May 31, 2026 |
| Vanguard High Dividend Yield Index Fund | 357,608 | 0.40% | $23.59M | 0.02% | Jul 31, 2026 |
| Dimensional U.S. Small Cap ETF | 317,241 | 0.35% | $20.93M | 0.14% | Jul 31, 2026 |
| ALPS | OShares U.S. Small-Cap Quality Dividend ETF | 275,339 | 0.31% | $15.94M | 1.82% | May 31, 2026 |
| SmallCap Fund | 216,300 | 0.24% | $14.27M | 0.68% | 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 |
|---|---|---|---|---|
| Mark Casale | Chairman, CEO and President, Director | 2,288,893 | 2.55% | Sep 14, 2026 |
| David B. Weinstock | SVP and CFO | 29,994 | 0.03% | Sep 17, 2026 |
| Christopher G. Curran | Pres., Essent Guaranty, Inc. | 291,575 | 0.32% | Sep 14, 2026 |
| Mary Lourdes Gibbons | SVP and Chief Legal Officer | 228,658 | 0.25% | Sep 14, 2026 |
| Vijay Bhasin | SVP and Chief Risk Officer | 184,274 | 0.21% | Sep 14, 2026 |
| William Spiegel | Director | 28,821 | 0.03% | Sep 14, 2026 |
| Angela L. Heise | Director | 24,538 | 0.03% | Sep 14, 2026 |
| April Joyce Galda | Director | 2,569 | 0.00% | Sep 14, 2026 |
| Anu Karna | Director | 10,740 | 0.01% | Sep 14, 2026 |
| Douglas J. Pauls | Director | 62,808 | 0.07% | Sep 14, 2026 |
| David C. Benson | Director | 2,569 | 0.00% | Sep 14, 2026 |
| Martin P. Connor | Director | – | – | Sep 14, 2026 |
| Roy James Kasmar | Director | 47,559 | 0.05% | Sep 14, 2026 |
| Aditya Dutt | Director | 31,291 | 0.03% | Sep 14, 2026 |
| Allan Levine | Director | 41,510 | 0.05% | May 5, 2025 |
| Robert Glanville | Director | 56,815 | 0.06% | May 5, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| David B. Weinstock SVP and CFO | Sep 15, 2026 | Sale(10b5-1 plan) | −5,500 | $68.54 | $376.97K | 29,994 |
| Roy James Kasmar Director | Sep 14, 2026 | Gift | −2,625 | – | – | 0 |
| Roy James Kasmar Director | Sep 14, 2026 | Gift | +2,625 | – | – | 26,198 |
| Roy James Kasmar Director | Sep 14, 2026 | Sale(10b5-1 plan) | −2,337 | $68.73 | $160.62K | 23,861 |
| Roy James Kasmar Director | Sep 14, 2026 | Sale(10b5-1 plan) | −2,500 | $68.70 | $171.75K | 21,361 |
| Mark Casale Chairman, CEO and President, Director | Sep 3, 2026 | Sale(10b5-1 plan) | −798 | $70.01 | $55.87K | 2,038,893 |
| Douglas J. Pauls Director | Aug 24, 2026 | Gift | −2,625 | – | – | 0 |
| Douglas J. Pauls Director | Aug 24, 2026 | Sale | −2,500 | $69.70 | $174.25K | 30,154 |
| Douglas J. Pauls Director | Aug 24, 2026 | Gift | +2,625 | – | – | 32,654 |
| Mark Casale Chairman, CEO and President, Director | Aug 19, 2026 | Sale(10b5-1 plan) | −21,607 | $70.07 | $1.51M | 2,039,691 |
| Mark Casale Chairman, CEO and President, Director | Aug 18, 2026 | Sale(10b5-1 plan) | −20,246 | $70.18 | $1.42M | 2,061,298 |
| Vijay Bhasin SVP and Chief Risk Officer | Aug 18, 2026 | Sale(10b5-1 plan) | −14,175 | $70.00 | $992.25K | 184,274 |
| Vijay Bhasin SVP and Chief Risk Officer | Aug 7, 2026 | Sale(10b5-1 plan) | −483 | $70.00 | $33.81K | 198,449 |
| Mary Lourdes Gibbons SVP and Chief Legal Officer | Jul 17, 2026 | Sale(10b5-1 plan) | −4,678 | $67.04 | $313.61K | 228,658 |
| Mark Casale Chairman, CEO and President, Director | Jul 14, 2026 | Sale(10b5-1 plan) | −78,699 | $65.23 | $5.13M | 2,081,544 |
| Mark Casale Chairman, CEO and President, Director | Jul 13, 2026 | Sale(10b5-1 plan) | −23,900 | $65.07 | $1.56M | 2,160,243 |
| Mark Casale Chairman, CEO and President, Director | Jul 7, 2026 | Sale(10b5-1 plan) | −29,329 | $65.35 | $1.92M | 2,184,143 |
| Mark Casale Chairman, CEO and President, Director | Jul 6, 2026 | Sale(10b5-1 plan) | −1,245 | $65.08 | $81.02K | 2,213,472 |
| Mark Casale Chairman, CEO and President, Director | Jun 30, 2026 | Sale(10b5-1 plan) | −3,763 | $65.01 | $244.63K | 2,214,717 |
| David B. Weinstock SVP and CFO | Jun 26, 2026 | Sale(10b5-1 plan) | −5,500 | $63.51 | $349.31K | 35,494 |
| Douglas J. Pauls Director | May 7, 2026 | Option exercise | +56 | – | – | 2,625 |
| Douglas J. Pauls Director | May 7, 2026 | Option exercise | +2,569 | – | – | 2,569 |
| Angela L. Heise Director | May 7, 2026 | Option exercise | +56 | – | – | 24,538 |
| Angela L. Heise Director | May 7, 2026 | Option exercise | +2,569 | – | – | 24,482 |
| Anu Karna Director | May 7, 2026 | Option exercise | +2,569 | – | – | 10,740 |
| Anu Karna Director | May 7, 2026 | Option exercise | +56 | – | – | 10,796 |
| Roy James Kasmar Director | May 7, 2026 | Option exercise | +56 | – | – | 2,625 |
| Roy James Kasmar Director | May 7, 2026 | Option exercise | +2,569 | – | – | 2,569 |
| Aditya Dutt Director | May 7, 2026 | Option exercise | +2,569 | – | – | 31,291 |
| Aditya Dutt Director | May 7, 2026 | Option exercise | +56 | – | – | 31,347 |
| David C. Benson Director | May 7, 2026 | Option exercise | +2,569 | – | – | 2,569 |
| David C. Benson Director | May 7, 2026 | Option exercise | +56 | – | – | 2,625 |
| William Spiegel Director | May 7, 2026 | Option exercise | +2,569 | – | – | 28,821 |
| William Spiegel Director | May 7, 2026 | Option exercise | +56 | – | – | 28,877 |
| April Joyce Galda Director | May 7, 2026 | Option exercise | +2,569 | – | – | 2,569 |
| April Joyce Galda Director | May 7, 2026 | Option exercise | +56 | – | – | 2,625 |
| Mary Lourdes Gibbons SVP and Chief Legal Officer | Apr 28, 2026 | Sale(10b5-1 plan) | −4,250 | $65.01 | $276.29K | 233,336 |
| Mark Casale Chairman, CEO and President, Director | Apr 28, 2026 | Sale(10b5-1 plan) | −13,064 | $65.05 | $849.81K | 2,218,480 |
| Mary Lourdes Gibbons SVP and Chief Legal Officer | Apr 20, 2026 | Sale(10b5-1 plan) | −7,628 | $63.01 | $480.64K | 237,586 |
| Mary Lourdes Gibbons SVP and Chief Legal Officer | Apr 17, 2026 | Sale(10b5-1 plan) | −872 | $63.00 | $54.94K | 245,214 |
| David B. Weinstock SVP and CFO | Apr 1, 2026 | Option exercise | +527 | – | – | 44,759 |
| David B. Weinstock SVP and CFO | Apr 1, 2026 | Option exercise | +8,333 | – | – | 44,232 |
| David B. Weinstock SVP and CFO | Apr 1, 2026 | Tax withholding | −3,765 | $58.25 | $219.31K | 40,994 |
| Mark Casale Chairman, CEO and President, Director | Mar 1, 2026 | Tax withholding | −103,324 | $60.84 | $6.29M | 2,231,544 |
| Mark Casale Chairman, CEO and President, Director | Mar 1, 2026 | Option exercise | +14,029 | – | – | 2,334,868 |
| Mary Lourdes Gibbons SVP and Chief Legal Officer | Mar 1, 2026 | Tax withholding | −14,132 | $60.84 | $859.79K | 246,086 |
| Mary Lourdes Gibbons SVP and Chief Legal Officer | Mar 1, 2026 | Option exercise | +1,850 | – | – | 260,218 |
| Mary Lourdes Gibbons SVP and Chief Legal Officer | Mar 1, 2026 | Option exercise | +2,918 | – | – | 258,368 |
| Mary Lourdes Gibbons SVP and Chief Legal Officer | Mar 1, 2026 | Option exercise | +3,093 | – | – | 255,450 |
| Vijay Bhasin SVP and Chief Risk Officer | Mar 1, 2026 | Tax withholding | −12,673 | $60.84 | $771.03K | 198,932 |
| Vijay Bhasin SVP and Chief Risk Officer | Mar 1, 2026 | Option exercise | +1,668 | – | – | 211,605 |
| David B. Weinstock SVP and CFO | Mar 1, 2026 | Option exercise | +1,751 | – | – | 41,298 |
| David B. Weinstock SVP and CFO | Mar 1, 2026 | Option exercise | +9,437 | – | – | 37,691 |
| David B. Weinstock SVP and CFO | Mar 1, 2026 | Option exercise | +1,632 | – | – | 28,254 |
| David B. Weinstock SVP and CFO | Mar 1, 2026 | Option exercise | +1,040 | – | – | 26,622 |
| David B. Weinstock SVP and CFO | Mar 1, 2026 | Option exercise | +815 | – | – | 42,113 |
| David B. Weinstock SVP and CFO | Mar 1, 2026 | Option exercise | +1,856 | – | – | 39,547 |
| David B. Weinstock SVP and CFO | Mar 1, 2026 | Tax withholding | −6,214 | $60.84 | $378.06K | 35,899 |
| Christopher G. Curran Pres., Essent Guaranty, Inc. | Mar 1, 2026 | Tax withholding | −19,093 | $60.84 | $1.16M | 291,575 |
| Christopher G. Curran Pres., Essent Guaranty, Inc. | Mar 1, 2026 | Option exercise | +2,406 | – | – | 310,668 |
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 |
|---|---|---|---|---|---|
| Roy James Kasmar Director | Sep 14, 2026 | 2,337 | $160.62K | Sep 14, 2026 | Award |
| Roy James Kasmar Director | Sep 14, 2026 | 2,500 | $171.55K | Sep 14, 2026 | Stock Award |
| Douglas J. Pauls Director | Aug 24, 2026 | 2,500 | $171.58K | Aug 24, 2026 | Purchase |
| Vijay Bhasin Officer | Aug 18, 2026 | 14,175 | $992.25K | Aug 18, 2026 | Restricted Stock Vesting |
| Casale Mark Chairman, CEO, President | Aug 18, 2026 | 100,000 | $6.94M | Aug 18, 2026 | RSU Vesting |
| Vijay Bhasin Officer | Aug 7, 2026 | 483 | $33.81K | Aug 7, 2026 | Restricted Stock Vesting |
| Mary Lourdes Gibbons Officer | Jul 17, 2026 | 19,288 | $1.37M | Jul 17, 2026 | RSU/A Awards between 1-1-2016 and 3-1-2025 |
| David B. Weinstock Officer | Jun 26, 2026 | 11,000 | $708.16K | Jun 26, 2026 | RSU/A AWARDS BETWEEN 1.8.26 and 3.1.26 |
| Casale Mark Chairman, CEO, President | Apr 28, 2026 | 250,000 | $16.08M | Apr 28, 2026 | RSU Vesting |
| Mary Lourdes Gibbons Officer | Apr 17, 2026 | 32,038 | $2.18M | Apr 17, 2026 | RSU/A Awards between 1-1-2016 and 3-1-2026 |
| Mary Lourdes Gibbons Officer | Dec 18, 2025 | 14,610 | $1.03M | Dec 18, 2025 | STOCK GRANT ACQUIRED BETWEEN 1/1/16 TO 3/1/24 |
| Roy James Kasmar Director | Nov 14, 2025 | 3,250 | $199.52K | Nov 14, 2025 | Stock award |
| Dutt Aditya Director | Nov 12, 2025 | 3,250 | $199.72K | Nov 11, 2025 | Stock Bonus |
| Vijay Bhasin Officer | Sep 18, 2025 | 11,479 | $746.14K | Sep 18, 2025 | Restricted Stock Vesting |
| David B. Weinstock Officer | Sep 15, 2025 | 2,500 | $158.33K | Sep 15, 2025 | STOCK AWARD |