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FORTEM FINANCIAL GROUP, LLC

Position in MTG — Mgic Investment Corp

CIK 1766509 PALM DESERT, CA

Position in MTG

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$410,451
-$98,484 QoQ
Shares Held
14,555
-24.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#287
of 505 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in MTG Over Time

Shares Held

Position Value (USD)

Derivatives in MTG

reported options exposure · as of Jun 30, 2020
CallValue
$2,000
CallShares
4,000
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Insurance - Specialty

Financial Services · as of Jun 30, 2026

FORTEM FINANCIAL GROUP, LLC holds $410,451 across 1 Insurance - Specialty name. MTG ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MTG
Mgic Investment Corp
This page
14,555 $410,451

All Filings in MTG

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23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $410,451 14,555
2026-03-31 $508,935 19,388
2025-12-31 $745,723 25,521
2025-09-30 $774,983 27,317
2025-06-30 $796,140 28,597
2025-03-31 $1,256,692 50,714
2024-12-31 $1,569,673 66,203
2024-09-30 $1,642,214 64,149
2024-06-30 $1,625,882 75,447
2024-03-31 $1,670,292 74,700
2023-12-31 $1,359,520 70,478
2023-09-30 $1,064,287 63,768
2023-06-30 $714,008 45,219
2022-03-31 $138,060 10,189
2021-12-31 $173,256 12,015
2021-09-30 $233,705 15,622
2021-06-30 $321,925 23,671
2021-03-31 $424,793 30,671
2020-12-31 $445,349 35,486
2020-09-30 $323,265 36,486
2020-06-30 $292,448 35,708
2020-06-30 $2,000 4,000
2020-03-31 $68,364 10,766