Stone Point Capital LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Stone Point Capital LLC reported 5 stock positions worth $1.2 billion. Its top holding was Axis Capital (AXS) at 44.2% of the portfolio, followed by Enstar (ESGR, 38.2%) and Blue Owl Capital (OWL, 10.1%). Compared with Q2 2024, it sold out of 1. The biggest sale was an exit from Aon Class A (AON).
- Most Recent 13F
- Q2 2026
- Location
- GREENWICH, CT
- CIK
- 0001332638
- Portfolio Value
- $1.2B (Q3 2024)
- SEC Filing
- 0000950123-24-011398 ↗ filed Nov 14, 2024
Holdings Value
Holdings 5 stocks · $1.2B
| AXS Axis Capital Holdings Ltd. | 44.15% | 6,777,806 | $539.6M | No change |
| ESGR Enstar Group Ltd. | 38.19% | 1,451,196 | $466.7M | No change |
| OWL Blue Owl Capital Inc. | 10.06% | 6,352,047 | $123.0M | No change |
| ECC Eagle Point Credit Co. | 4.70% | 5,822,728 | $57.4M | No change |
| PRTH Priority Technology Holdings | 2.90% | 5,193,039 | $35.5M | No change |
Portfolio Sells Q2 2024 → Q3 2024
| AON Aon PLC Class A | Sold out | 0.00% | −11.93 |
Portfolio Buys Q2 2024 → Q3 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 |