Stone Point Capital LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Stone Point Capital LLC reported 5 stock positions worth $1.2 billion. Its top holding was Enstar (ESGR) at 36.6% of the portfolio, followed by Axis Capital (AXS, 35.8%) and Hireright (HRT, 21.4%). Its holdings were unchanged from Q4 2023.
- Most Recent 13F
- Q2 2026
- Location
- GREENWICH, CT
- CIK
- 0001332638
- Portfolio Value
- $1.2B (Q1 2024)
- SEC Filing
- 0000950123-24-005029 ↗ filed May 14, 2024
Holdings Value
Holdings 5 stocks · $1.2B
| ESGR Enstar Group Ltd. | 36.64% | 1,451,196 | $451.0M | No change |
| AXS Axis Capital Holdings Ltd. | 35.80% | 6,777,806 | $440.7M | No change |
| HRT Hireright Holdings Corp. | 21.40% | 18,463,397 | $263.5M | No change |
| ECC Eagle Point Credit Co. | 4.78% | 5,822,728 | $58.9M | No change |
| PRTH Priority Technology Holdings | 1.38% | 5,193,039 | $17.0M | No change |
Portfolio Sells Q4 2023 → Q1 2024
| None this quarter. | |||
Portfolio Buys Q4 2023 → Q1 2024
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1 | $21.7M | ECC |
| Q1 2026 | 1 | $21.9M | ECC |
| Q4 2025 | 1 | $33.5M | ECC |
| Q3 2025 | 2 | $268.8M | AXS, ECC |
| Q2 2025 | 3 | $782.3M | ESGR, AXS, ECC |
| Q1 2025 | 3 | $770.5M | ESGR, AXS, ECC |
| Q4 2024 | 5 | $1.2B | AXS, ESGR, OWL, ECC, PRTH |
| Q3 2024 | 5 | $1.2B | AXS, ESGR, OWL, ECC, PRTH |
| Q2 2024 | 6 | $1.3B | AXS, ESGR, AON, OWL, ECC |
| Q1 2024 | 5 | $1.2B | ESGR, AXS, HRT, ECC, PRTH |