NFC Investments, LLC

Position in MTG — Mgic Investment Corp

CIK 1512858 MEMPHIS, TN

Position in MTG

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$43,787,550

-$2,585,726 QoQ

Shares Held

1,552,750

-12.1% QoQ

Ownership

0.757%

of shares outstanding

% of Portfolio

13.66%

of 13F equity value

Holder Rank

#26

of 505 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 71% Shared 0% None 29%

Financial Services · as of Jun 30, 2026

NFC Investments, LLC holds $58,502,224 across 4 Insurance - Specialty names. MTG ranks #1 (74.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MTG	Mgic Investment Corp This page	1,552,750	$43,787,550
2	RYAN	Ryan Specialty Holdings, Inc.	293,952	$11,099,627
3	ESNT	Essent Group Ltd.	45,615	$2,932,132
4	NMIH	NMI Holdings, Inc.	16,620	$682,915

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$43,787,550	1,552,750	-12.1%	Shares	Sole	2026-08-13
2026-03-31	$46,373,276	1,766,601	-1.1%	Shares	Sole	2026-05-12
2025-12-31	$52,168,745	1,785,378	-1.3%	Shares	Sole	2026-02-11
2025-09-30	$51,303,712	1,808,379	-3.6%	Shares	Sole	2025-11-12
2025-06-30	$52,224,053	1,875,864	+1.0%	Shares	Sole	2025-08-12
2025-03-31	$46,016,261	1,856,992	-2.0%	Shares	Sole	2025-05-14
2024-12-31	$44,935,144	1,895,198	-0.2%	Shares	Sole	2025-02-10
2024-09-30	$48,596,019	1,898,282	-0.7%	Shares	Sole	2024-11-14
2024-06-30	$41,188,127	1,911,282	+0.0%	Shares	Sole	2024-08-12
2024-03-31	$42,733,291	1,911,149	-0.9%	Shares	Sole	2024-05-10
2023-12-31	$37,183,230	1,927,591	-0.6%	Shares	Sole	2024-02-09
2023-06-30	$30,635,236	1,940,167	+0.4%	Shares	Sole	2023-08-10
2023-03-31	$25,920,891	1,931,512	-21.3%	Shares	Sole	2023-05-10
2022-12-31	$31,889,416	2,453,032	-5.0%	Shares	Sole	2023-02-15
2022-09-30	$33,088,830	2,581,032	-0.5%	Shares	Sole	2022-11-15
2022-06-30	$32,677,243	2,593,432	+0.5%	Shares	Sole	2022-08-11
2022-03-31	$34,981,113	2,581,632	-0.2%	Shares	Sole	2022-05-16
2021-12-31	$37,294,907	2,586,332	+0.5%	Shares	Sole	2022-02-14
2021-09-30	$38,500,038	2,573,532	-0.2%	Shares	Sole	2021-11-15
2021-06-30	$35,060,555	2,577,982	-0.1%	Shares	Sole	2021-08-26
2021-03-31	$35,723,055	2,579,282	-1.8%	Shares	Sole	2021-05-11
2020-12-31	$32,972,389	2,627,282	-0.6%	Shares	Sole	2021-02-11
2020-09-30	$23,410,618	2,642,282	+0.2%	Shares	Sole	2020-11-09
2020-06-30	$21,601,387	2,637,532	-4.5%	Shares	Sole	2020-08-13
2020-03-31	$17,537,633	2,761,832	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.