Position in MBI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,454
-$6,257 QoQ
Shares Held
990
-54.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#98
of 129 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in MBI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026Rockefeller Capital Management L.P. holds $14,599,852 across 15 Insurance - Specialty names. MBI ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FNF |
Fidelity National Financial, Inc.
|
260,251 | $12,273,435 | |
| 2 | AXS |
Axis Capital Holdings Ltd
|
5,591 | $600,695 | |
| 3 | MTG |
Mgic Investment Corp
|
19,015 | $536,221 | |
| 4 | FAF |
First American Financial Corp
|
6,485 | $444,804 | |
| 5 | AGO |
Assured Guaranty Ltd
|
2,187 | $175,308 | |
| 6 | RDN |
Radian Group Inc
|
3,326 | $125,289 | |
| 7 | ESNT |
Essent Group Ltd.
|
1,948 | $125,215 | |
| 8 | RYAN |
Ryan Specialty Holdings, Inc.
|
2,933 | $110,749 |
All Filings in MBI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,454 | 990 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $12,711 | 2,151 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $3,415 | 477 | Shares | Defined | 2026-03-17 | |
| 2025-09-30 | $424 | 57 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||