Position in MTG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$71,374,876
+$7,000,558 QoQ
Shares Held
2,531,024
+3.2% QoQ
Ownership
1.23%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#18
of 505 holders
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in MTG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026NewEdge Wealth, LLC holds $79,104,327 across 5 Insurance - Specialty names. MTG ranks #1 (90.2% of the industry book) .
All Filings in MTG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,374,876 | 2,531,024 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $64,374,318 | 2,452,355 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $63,804,850 | 2,183,602 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $60,304,406 | 2,125,640 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $56,853,511 | 2,042,152 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $47,356,686 | 1,911,085 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $43,574,735 | 1,837,821 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $42,172,697 | 1,647,371 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $34,526,461 | 1,602,156 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $34,625,846 | 1,548,562 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $27,872,718 | 1,444,931 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $22,158,144 | 1,327,630 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $17,965,214 | 1,137,759 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $11,378,818 | 847,900 | Shares | Sole | 2023-05-08 | |
| 2022-09-30 | $9,870,105 | 769,899 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||