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Merit Financial Group, LLC

Position in MTG — Mgic Investment Corp

CIK 1621225 ALPHARETTA, GA

Position in MTG

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$1,094,552
-$54,357 QoQ
Shares Held
38,814
-11.3% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#194
of 505 holders
Holding Since
Mar 2025
6 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, 2026

Merit Financial Group, LLC holds $4,938,956 across 7 Insurance - Specialty names. MTG ranks #2 (22.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 MTG
Mgic Investment Corp
This page
38,814 $1,094,552

All Filings in MTG

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6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,094,552 38,814
2026-03-31 $1,148,909 43,768
2025-12-31 $1,370,066 46,888
2025-09-30 $972,692 34,286
2025-06-30 $911,787 32,751
2025-03-31 $231,643 9,348