Stone Point Capital LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Stone Point Capital LLC reported 2 stock positions worth $268.8 million. Its top holding was Axis Capital (AXS) at 85.7% of the portfolio, followed by Eagle Point Credit (ECC, 14.3%). Compared with Q2 2025, it sold out of 1. The biggest sale was an exit from Enstar (ESGR).

Most Recent 13F
Q2 2026
Location
GREENWICH, CT
CIK
0001332638
Portfolio Value
$268.8M (Q3 2025)
SEC Filing
0001193125-25-279855 ↗ filed Nov 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 Q1 2025 Q2 2025: $782.3M Q2 2025 Q3 2025: $268.8M $268.8M Q3 2025 Q4 2025: $33.5M Q4 2025 Q1 2026: $21.9M Q1 2026 Q2 2026: $21.7M Q2 2026

Holdings 2 stocks · $268.8M
AXS Axis Capital Holdings Ltd. 85.68% 2,404,133 $230.3M No change
ECC Eagle Point Credit Co. 14.32% 5,822,728 $38.5M No change

Portfolio Sells Q2 2025 → Q3 2025
ESGR Enstar Group Ltd. Sold out 0.00% −62.39

Portfolio Buys Q2 2025 → Q3 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