Position in MBI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,438
+$3,052 QoQ
Shares Held
681
+189.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#102
of 130 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MBI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $1,206,116 across 16 Insurance - Specialty names. MBI ranks #13 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXS |
Axis Capital Holdings Ltd
|
2,932 | $315,010 | |
| 2 | MTG |
Mgic Investment Corp
|
7,130 | $201,062 | |
| 3 | FNF |
Fidelity National Financial, Inc.
|
3,737 | $176,233 | |
| 4 | AMSF |
Amerisafe Inc
|
2,311 | $78,179 | |
| 5 | ESNT |
Essent Group Ltd.
|
1,121 | $72,054 | |
| 6 | AGO |
Assured Guaranty Ltd
|
871 | $69,815 | |
| 7 | ACT |
Enact Holdings, Inc.
|
1,454 | $66,457 | |
| 8 | EIG |
Employers Holdings, Inc.
|
1,262 | $63,703 |
All Filings in MBI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,438 | 681 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,386 | 235 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $587 | 82 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $610 | 82 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $355 | 82 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $408 | 82 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,013 | 157 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $560 | 157 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $861 | 157 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,061 | 157 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $960 | 157 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||