Baker Avenue Asset Management, LP

Position in MTG — Mgic Investment Corp

CIK 1432529 SAN FRANCISCO, CA

Position in MTG

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$306,590

-$29,331 QoQ

Shares Held

10,872

-15.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#314

of 505 holders

Holding Since

Dec 2022

8 quarters on record

Voting authority Sole 27% Shared 0% None 73%

Financial Services · as of Jun 30, 2026

Baker Avenue Asset Management, LP holds $1,593,456 across 5 Insurance - Specialty names. MTG ranks #3 (19.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXS	Axis Capital Holdings Ltd	4,389	$471,554
2	FAF	First American Financial Corp	4,899	$336,022
3	MTG	Mgic Investment Corp This page	10,872	$306,590
4	AGO	Assured Guaranty Ltd	3,257	$261,081
5	FNF	Fidelity National Financial, Inc.	4,627	$218,209

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$306,590	10,872	-15.0%	Shares	Sole	2026-07-28
2026-03-31	$335,921	12,797	-26.3%	Shares	Sole	2026-05-12
2025-12-31	$507,522	17,369	+51.7%	Shares	Sole	2026-02-10
2025-09-30	$324,836	11,450	+2153.9%	Shares	Sole	2025-10-31
2023-09-30	$8,478	508	+26.4%	Shares	Sole	2023-11-15
2023-06-30	$6,347	402	0.0%	Shares	Sole	2023-08-14
2023-03-31	$5,394	402	0.0%	Shares	Sole	2023-05-16
2022-12-31	$5,226	402	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.