Position in MBI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,230
+$448 QoQ
Shares Held
649
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#103
of 129 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in MBI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026JPL Wealth Management, LLC holds $81,203 across 11 Insurance - Specialty names. MBI ranks #3 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FNF |
Fidelity National Financial, Inc.
|
1,025 | $48,338 | |
| 2 | MTG |
Mgic Investment Corp
|
431 | $12,154 | |
| 3 | MBI |
Mbia Inc
This page
|
649 | $4,230 | |
| 4 | AXS |
Axis Capital Holdings Ltd
|
35 | $3,760 | |
| 5 | RDN |
Radian Group Inc
|
82 | $3,088 | |
| 6 | ITIC |
Investors Title Co
|
11 | $3,010 | |
| 7 | FAF |
First American Financial Corp
|
43 | $2,949 | |
| 8 | ESNT |
Essent Group Ltd.
|
20 | $1,285 |
All Filings in MBI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,230 | 649 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,782 | 640 | Shares | Defined | 2026-05-08 | |
| 2025-09-30 | $4,768 | 640 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||