Position in MTG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$535,053
-$33,246 QoQ
Shares Held
20,383
+4.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MTG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Mar 31, 2026Integrated Wealth Concepts LLC holds $9,817,366 across 5 Insurance - Specialty names. MTG ranks #4 (5.5% of the industry book) .
All Filings in MTG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $535,053 | 20,383 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $568,299 | 19,449 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $406,570 | 14,331 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $318,600 | 11,444 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||