Stone Point Capital LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), Stone Point Capital LLC reported 5 stock positions worth $1.2 billion. Its top holding was Axis Capital (AXS) at 49.1% of the portfolio, followed by Enstar (ESGR, 38.2%) and Blue Owl Capital (OWL, 5.2%). Compared with Q3 2024, it reduced 2. The biggest sale was Blue Owl Capital (OWL, shares −57%).
- Most Recent 13F
- Q2 2026
- Location
- GREENWICH, CT
- CIK
- 0001332638
- Portfolio Value
- $1.2B (Q4 2024)
- SEC Filing
- 0000950123-25-001723 ↗ filed Feb 12, 2025
Holdings Value
Holdings 5 stocks · $1.2B
| AXS Axis Capital Holdings Ltd. | 49.07% | 6,777,806 | $600.6M | No change |
| ESGR Enstar Group Ltd. | 38.18% | 1,451,196 | $467.4M | No change |
| OWL Blue Owl Capital Inc. | 5.18% | 2,727,878 | $63.5M | Reduce -57.1% |
| ECC Eagle Point Credit Co. | 4.22% | 5,822,728 | $51.7M | No change |
| PRTH Priority Technology Holdings | 3.35% | 3,485,165 | $41.0M | Reduce -32.9% |
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 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 |