Position in MTG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$783,847
+$142,087 QoQ
Shares Held
27,796
+13.7% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#218
of 505 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in MTG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026EP Wealth Advisors, LLC holds $1,719,221 across 3 Insurance - Specialty names. MTG ranks #1 (45.6% 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 | $783,847 | 27,796 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $641,760 | 24,448 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,532,501 | 52,447 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $2,237,250 | 80,361 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,127,019 | 45,481 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,068,917 | 45,083 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,152,025 | 45,001 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||