Position in MTG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$268,689
+$1,677 QoQ
Shares Held
9,528
+4.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#324
of 505 holders
Holding Since
Jun 2023
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MTG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $268,689 across 1 Insurance - Specialty name. MTG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTG |
Mgic Investment Corp
This page
|
9,528 | $268,689 |
All Filings in MTG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268,689 | 9,528 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $267,012 | 9,138 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $203,384 | 7,169 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $202,201 | 7,263 | Shares | Sole | 2025-08-11 | |
| 2023-12-31 | $221,101 | 11,462 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $192,652 | 11,543 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $170,674 | 10,809 | Shares | Sole | 2023-07-18 | |
| No filing history on record for this holder in this stock. | ||||||