Position in MBI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$81,597
+$9,921 QoQ
Shares Held
12,515
+3.2% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#78
of 130 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MBI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026Focus Partners Wealth holds $72,984,353 across 9 Insurance - Specialty names. MBI ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RYAN |
Ryan Specialty Holdings, Inc.
|
1,272,983 | $48,067,838 | |
| 2 | NMIH |
NMI Holdings, Inc.
|
165,648 | $6,806,476 | |
| 3 | FNF |
Fidelity National Financial, Inc.
|
142,797 | $6,734,306 | |
| 4 | AXS |
Axis Capital Holdings Ltd
|
34,399 | $3,695,828 | |
| 5 | MTG |
Mgic Investment Corp
|
89,449 | $2,522,461 | |
| 6 | ESNT |
Essent Group Ltd.
|
30,534 | $1,962,725 | |
| 7 | FAF |
First American Financial Corp
|
22,743 | $1,559,942 | |
| 8 | AGO |
Assured Guaranty Ltd
|
19,376 | $1,553,180 |
All Filings in MBI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $81,597 | 12,515 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $71,676 | 12,128 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $96,373 | 13,460 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||