Stone Point Capital LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Stone Point Capital LLC reported 6 stock positions worth $1.3 billion. Its top holding was Axis Capital (AXS) at 37.6% of the portfolio, followed by Enstar (ESGR, 34.8%) and Aon Class A (AON, 11.9%). Compared with Q1 2024, it opened 2 new positions and sold out of 1. The biggest buy was a new position in Aon Class A (AON) and the biggest sale an exit from Hireright (HRT).
- Most Recent 13F
- Q2 2026
- Location
- GREENWICH, CT
- CIK
- 0001332638
- Portfolio Value
- $1.3B (Q2 2024)
- SEC Filing
- 0000950123-24-008228 ↗ filed Aug 13, 2024
Holdings Value
Holdings 6 stocks · $1.3B
| AXS Axis Capital Holdings Ltd. | 37.62% | 6,777,806 | $478.9M | No change |
| ESGR Enstar Group Ltd. | 34.85% | 1,451,196 | $443.6M | No change |
| AON Aon PLC Class A | 11.93% | 517,093 | $151.8M | New |
| OWL Blue Owl Capital Inc. | 8.86% | 6,352,047 | $112.7M | New |
| ECC Eagle Point Credit Co. | 4.60% | 5,822,728 | $58.5M | No change |
| PRTH Priority Technology Holdings | 2.15% | 5,193,039 | $27.4M | No change |
Portfolio Sells Q1 2024 → Q2 2024
| HRT Hireright Holdings Corp. | Sold out | 0.00% | −21.40 |
Portfolio Buys Q1 2024 → Q2 2024
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 |