Stone Point Capital LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Stone Point Capital LLC reported 3 stock positions worth $770.5 million. Its top holding was Enstar (ESGR) at 62.6% of the portfolio, followed by Axis Capital (AXS, 31.3%) and Eagle Point Credit (ECC, 6.1%). Compared with Q4 2024, it sold out of 2 and reduced 1. The biggest sale was Axis Capital (AXS, shares −65%).

Most Recent 13F
Q2 2026
Location
GREENWICH, CT
CIK
0001332638
Portfolio Value
$770.5M (Q1 2025)
SEC Filing
0000950123-25-004808 ↗ filed May 13, 2025

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $1.2B Q1 2024 Q2 2024: $1.3B Q2 2024 Q3 2024: $1.2B Q3 2024 Q4 2024: $1.2B Q4 2024 Q1 2025: $770.5M $770.5M Q1 2025 Q2 2025: $782.3M Q2 2025 Q3 2025: $268.8M Q3 2025 Q4 2025: $33.5M Q4 2025 Q1 2026: $21.9M Q1 2026 Q2 2026: $21.7M Q2 2026

Holdings 3 stocks · $770.5M
ESGR Enstar Group Ltd. 62.60% 1,451,196 $482.3M No change
AXS Axis Capital Holdings Ltd. 31.28% 2,404,133 $241.0M Reduce -64.5%
ECC Eagle Point Credit Co. 6.12% 5,822,728 $47.2M No change

Portfolio Sells Q4 2024 → Q1 2025
AXS Axis Capital Holdings Ltd. Reduce -64.5% 31.28% −17.79
OWL Blue Owl Capital Inc. Sold out 0.00% −5.18
PRTH Priority Technology Holdings Sold out 0.00% −3.35

Portfolio Buys Q4 2024 → Q1 2025
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 1$21.7MECC
Q1 2026 1$21.9MECC
Q4 2025 1$33.5MECC
Q3 2025 2$268.8MAXS, ECC
Q2 2025 3$782.3MESGR, AXS, ECC
Q1 2025 3$770.5MESGR, AXS, ECC
Q4 2024 5$1.2BAXS, ESGR, OWL, ECC, PRTH
Q3 2024 5$1.2BAXS, ESGR, OWL, ECC, PRTH
Q2 2024 6$1.3BAXS, ESGR, AON, OWL, ECC
Q1 2024 5$1.2BESGR, AXS, HRT, ECC, PRTH