Position in MBI
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$92,192
New position
Shares Held
14,140
first reported quarter
Ownership
0.028%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#73
of 130 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $7,342,581 across 9 Insurance - Specialty names. MBI ranks #9 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXS |
Axis Capital Holdings Ltd
|
30,646 | $3,292,606 | |
| 2 | AGO |
Assured Guaranty Ltd
|
13,577 | $1,088,332 | |
| 3 | MTG |
Mgic Investment Corp
|
34,319 | $967,795 | |
| 4 | ESNT |
Essent Group Ltd.
|
7,908 | $508,326 | |
| 5 | AMSF |
Amerisafe Inc
|
12,138 | $410,628 | |
| 6 | FNF |
Fidelity National Financial, Inc.
|
8,476 | $399,728 | |
| 7 | ACT |
Enact Holdings, Inc.
|
6,540 | $298,943 | |
| 8 | RDN |
Radian Group Inc
|
7,540 | $284,031 |
All Filings in MBI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,192 | 14,140 | Shares | Sole | 2026-07-17 | |
| No filing history on record for this holder in this stock. | ||||||