Stone Point Capital LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 12, 2026), Stone Point Capital LLC reported 1 stock position worth $33.5 million. Its top holding was Eagle Point Credit (ECC) at 100.0% of the portfolio. Compared with Q3 2025, it sold out of 1. The biggest sale was an exit from Axis Capital (AXS).

Most Recent 13F
Q2 2026
Location
GREENWICH, CT
CIK
0001332638
Portfolio Value
$33.5M (Q4 2025)
SEC Filing
0001193125-26-048045 ↗ filed Feb 12, 2026

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 Q3 2025 Q4 2025: $33.5M $33.5M Q4 2025 Q1 2026: $21.9M Q1 2026 Q2 2026: $21.7M Q2 2026

Holdings 1 stocks · $33.5M

ECC Eagle Point Credit Co. 100.00% 5,822,728 $33.5M No change

Portfolio Sells Q3 2025 → Q4 2025

AXS Axis Capital Holdings Ltd. Sold out 0.00% −85.68

Portfolio Buys Q3 2025 → Q4 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