Position in MTG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$246,750
+$15,278 QoQ
Shares Held
8,750
-0.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#333
of 505 holders
Holding Since
Dec 2024
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, 2026CARY STREET PARTNERS FINANCIAL LLC holds $2,061,316 across 3 Insurance - Specialty names. MTG ranks #3 (12.0% of the industry book) .
All Filings in MTG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,750 | 8,750 | Shares | Defined | 2026-07-17 | |
| 2026-03-31 | $231,472 | 8,818 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $255,675 | 8,750 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $248,237 | 8,750 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $243,600 | 8,750 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $216,825 | 8,750 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $208,648 | 8,800 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||