Global Retirement Partners, LLC
PensionPosition in MTG — Mgic Investment Corp
CIK 1749744
San Rafael, CA
Position in MTG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$203,745
-$34,807 QoQ
Shares Held
7,225
-11.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#358
of 505 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $946,197 across 12 Insurance - Specialty names. MTG ranks #2 (21.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FNF |
Fidelity National Financial, Inc.
|
5,728 | $270,132 | |
| 2 | MTG |
Mgic Investment Corp
This page
|
7,225 | $203,745 | |
| 3 | RYAN |
Ryan Specialty Holdings, Inc.
|
4,129 | $155,911 | |
| 4 | NMIH |
NMI Holdings, Inc.
|
1,644 | $67,551 | |
| 5 | FAF |
First American Financial Corp
|
804 | $55,146 | |
| 6 | AXS |
Axis Capital Holdings Ltd
|
503 | $54,042 | |
| 7 | EIG |
Employers Holdings, Inc.
|
805 | $40,636 | |
| 8 | RDN |
Radian Group Inc
|
995 | $37,481 |
All Filings in MTG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,745 | 7,225 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $238,552 | 8,164 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $32,228 | 1,136 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $31,069 | 1,116 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $27,219 | 1,148 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $30,694 | 1,199 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $25,515 | 1,184 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $26,429 | 1,182 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $22,164 | 1,149 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $17,157 | 1,028 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $16,232 | 1,028 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $11,527 | 859 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $9,854 | 758 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $9,717 | 758 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $9,550 | 758 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $10,270 | 758 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $11,339 | 758 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $10,308 | 758 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $10,498 | 758 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $12,085 | 963 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $8,532 | 963 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $7,886 | 963 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $6,115 | 963 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||