Integrated Wealth Concepts LLC

Position in MTG — Mgic Investment Corp

CIK 1737109 WALTHAM, MA

Position in MTG

as of Jun 30, 2026 · filed Sep 9, 2026 Compact

Position Value

$238,741

-$296,312 QoQ

Shares Held

8,466

-58.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $10,303,950 across 4 Insurance - Specialty names. MTG ranks #4 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXS	Axis Capital Holdings Ltd	46,190	$4,962,653
2	ESNT	Essent Group Ltd.	67,373	$4,330,736
3	FNF	Fidelity National Financial, Inc.	16,366	$771,820
4	MTG	Mgic Investment Corp This page	8,466	$238,741

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$238,741	8,466	-58.5%	Shares	Other	2026-09-09
2026-03-31	$535,053	20,383	+4.8%	Shares	Other	2026-05-15
2025-12-31	$568,299	19,449	+35.7%	Shares	Other	2026-02-13
2025-09-30	$406,570	14,331	+25.2%	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.