Position in ACT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$600,355
+$11,939 QoQ
Shares Held
14,711
-0.9% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in ACT Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Mar 31, 2026CWM, LLC holds $25,851,419 across 16 Insurance - Specialty names. ACT ranks #9 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXS |
Axis Capital Holdings Ltd
|
101,089 | $10,251,435 | |
| 2 | MTG |
Mgic Investment Corp
|
162,716 | $4,271,295 | |
| 3 | FNF |
Fidelity National Financial, Inc.
|
77,218 | $3,581,370 | |
| 4 | ESNT |
Essent Group Ltd.
|
27,777 | $1,623,287 | |
| 5 | NMIH |
NMI Holdings, Inc.
|
41,347 | $1,550,925 | |
| 6 | AGO |
Assured Guaranty Ltd
|
12,987 | $1,058,180 | |
| 7 | RDN |
Radian Group Inc
|
24,911 | $824,055 | |
| 8 | FAF |
First American Financial Corp
|
12,611 | $760,317 |
All Filings in ACT
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $600,355 | 14,711 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $588,416 | 14,844 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $529,513 | 13,811 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $533,882 | 14,371 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $493,832 | 14,211 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $234,042 | 7,228 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $275,817 | 7,592 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $189,356 | 6,176 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $69,437 | 2,227 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $1 | 21 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1 | 20 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1 | 20 | Shares | Sole | 2023-08-03 | |
| No filing history on record for this holder in this stock. | ||||||