Position in MTG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$748,710
+$108,919 QoQ
Shares Held
26,550
+8.9% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#220
of 505 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in MTG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026Lido Advisors, LLC holds $3,040,389 across 5 Insurance - Specialty names. MTG ranks #2 (24.6% of the industry book) .
All Filings in MTG
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $748,710 | 26,550 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $639,791 | 24,373 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $695,406 | 23,799 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $660,368 | 23,277 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $17,918,492 | 643,624 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $23,104,525 | 932,386 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $554,553 | 23,389 | Shares | Sole | 2025-02-14 | |
| 2022-03-31 | $723,244 | 53,376 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $770,374 | 53,424 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $799,926 | 53,471 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $627,476 | 46,138 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $643,844 | 46,487 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $585,281 | 46,636 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $405,947 | 45,818 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $374,348 | 45,708 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $290,245 | 45,708 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||