Position in MTG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$7,641,072
+$983,574 QoQ
Shares Held
270,960
+6.8% QoQ
Ownership
0.132%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#76
of 505 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MTG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026Vest Financial, LLC holds $24,568,518 across 5 Insurance - Specialty names. MTG ranks #1 (31.1% of the industry book) .
All Filings in MTG
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,641,072 | 270,960 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $6,657,498 | 253,619 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $6,451,250 | 220,782 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $5,673,347 | 199,977 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $15,123,605 | 543,233 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,364,876 | 135,790 | Shares | Defined | 2025-04-11 | |
| 2024-12-31 | $35,212,668 | 1,485,140 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $28,499,404 | 1,113,258 | Shares | Defined | 2024-10-18 | |
| 2024-06-30 | $23,139,441 | 1,073,756 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $19,569,539 | 875,203 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $13,327,017 | 690,877 | Shares | Defined | 2024-01-11 | |
| 2023-09-30 | $8,909,806 | 533,841 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $5,390,248 | 341,371 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $1,462,900 | 109,009 | Shares | Defined | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||