Position in MBI
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$157,484
+$45,011 QoQ
Shares Held
24,154
+26.9% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#64
of 129 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in MBI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $25,052,947 across 15 Insurance - Specialty names. MBI ranks #14 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FNF |
Fidelity National Financial, Inc.
|
106,781 | $5,035,791 | |
| 2 | AXS |
Axis Capital Holdings Ltd
|
45,985 | $4,940,628 | |
| 3 | FAF |
First American Financial Corp
|
64,470 | $4,421,997 | |
| 4 | MTG |
Mgic Investment Corp
|
112,589 | $3,175,009 | |
| 5 | AGO |
Assured Guaranty Ltd
|
20,855 | $1,671,736 | |
| 6 | NMIH |
NMI Holdings, Inc.
|
28,718 | $1,180,022 | |
| 7 | ESNT |
Essent Group Ltd.
|
15,911 | $1,022,759 | |
| 8 | RDN |
Radian Group Inc
|
26,639 | $1,003,491 |
All Filings in MBI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $157,484 | 24,154 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $112,473 | 19,031 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $112,863 | 15,763 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||