Position in MTG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$13,254
+$1,258 QoQ
Shares Held
470
+2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#420
of 509 holders
Holding Since
Dec 2022
14 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, 2026Cornerstone Planning Group LLC holds $44,833 across 12 Insurance - Specialty names. MTG ranks #2 (29.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FNF |
Fidelity National Financial, Inc.
|
400 | $18,864 | |
| 2 | MTG |
Mgic Investment Corp
This page
|
470 | $13,254 | |
| 3 | AGO |
Assured Guaranty Ltd
|
46 | $3,687 | |
| 4 | FAF |
First American Financial Corp
|
47 | $3,223 | |
| 5 | AMSF |
Amerisafe Inc
|
63 | $2,131 | |
| 6 | ITIC |
Investors Title Co
|
3 | $821 | |
| 7 | NMIH |
NMI Holdings, Inc.
|
18 | $739 | |
| 8 | EIG |
Employers Holdings, Inc.
|
13 | $656 |
All Filings in MTG
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,254 | 470 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $11,996 | 457 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $13,265 | 454 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $12,908 | 455 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $12,500 | 449 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $11,076 | 447 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $10,527 | 444 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $11,315 | 442 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $9,482 | 440 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $9,793 | 438 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $8,391 | 435 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $7,210 | 432 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,773 | 429 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $5,499 | 423 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||