Position in MBI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$130
-$94 QoQ
Shares Held
20
-47.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#124
of 129 holders
Holding Since
Mar 2026
2 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, 2026True Wealth Design, LLC holds $312,067 across 13 Insurance - Specialty names. MBI ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXS |
Axis Capital Holdings Ltd
|
1,049 | $112,704 | |
| 2 | MTG |
Mgic Investment Corp
|
2,277 | $64,211 | |
| 3 | FNF |
Fidelity National Financial, Inc.
|
973 | $45,886 | |
| 4 | AGO |
Assured Guaranty Ltd
|
308 | $24,689 | |
| 5 | ACT |
Enact Holdings, Inc.
|
428 | $19,563 | |
| 6 | FAF |
First American Financial Corp
|
267 | $18,313 | |
| 7 | ESNT |
Essent Group Ltd.
|
250 | $16,070 | |
| 8 | RDN |
Radian Group Inc
|
112 | $4,219 |
All Filings in MBI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $130 | 20 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $224 | 38 | Shares | Sole | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||