Position in MTG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,030,711
+$2,250,888 QoQ
Shares Held
320,238
+24.0% QoQ
Ownership
0.156%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#66
of 505 holders
Holding Since
Dec 2022
13 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, 2026Creative Planning holds $57,150,247 across 13 Insurance - Specialty names. MTG ranks #2 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESNT |
Essent Group Ltd.
|
144,008 | $9,256,834 | |
| 2 | MTG |
Mgic Investment Corp
This page
|
320,238 | $9,030,711 | |
| 3 | AMSF |
Amerisafe Inc
|
180,616 | $6,110,238 | |
| 4 | NMIH |
NMI Holdings, Inc.
|
144,458 | $5,935,778 | |
| 5 | RYAN |
Ryan Specialty Holdings, Inc.
|
145,662 | $5,500,196 | |
| 6 | ACT |
Enact Holdings, Inc.
|
109,452 | $5,003,050 | |
| 7 | RDN |
Radian Group Inc
|
118,507 | $4,464,158 | |
| 8 | AXS |
Axis Capital Holdings Ltd
|
35,422 | $3,805,739 |
All Filings in MTG
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,030,711 | 320,238 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $6,779,823 | 258,279 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,478,859 | 255,950 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,771,606 | 97,695 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,005,886 | 36,131 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $591,795 | 23,882 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $532,645 | 22,465 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $540,876 | 21,128 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $386,262 | 17,924 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $267,313 | 11,955 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $244,404 | 12,670 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $2,160 | 161 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,366 | 182 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||