Position in MTG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$228,758
-$59,073 QoQ
Shares Held
8,112
-26.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#344
of 505 holders
Holding Since
Jun 2025
5 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, 2026WADDELL & ASSOCIATES, LLC holds $752,086 across 3 Insurance - Specialty names. MTG ranks #3 (30.4% of the industry book) .
All Filings in MTG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,758 | 8,112 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $287,831 | 10,965 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $396,281 | 13,562 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $229,513 | 8,090 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $213,811 | 7,680 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||