Position in MTG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$688,503
+$268,057 QoQ
Shares Held
24,415
+52.4% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#233
of 505 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MTG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026HB Wealth Management, LLC holds $6,045,496 across 7 Insurance - Specialty names. MTG ranks #4 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RYAN |
Ryan Specialty Holdings, Inc.
|
56,983 | $2,151,678 | |
| 2 | FNF |
Fidelity National Financial, Inc.
|
24,799 | $1,169,520 | |
| 3 | AGO |
Assured Guaranty Ltd
|
11,359 | $910,537 | |
| 4 | MTG |
Mgic Investment Corp
This page
|
24,415 | $688,503 | |
| 5 | AXS |
Axis Capital Holdings Ltd
|
5,373 | $577,275 | |
| 6 | RDN |
Radian Group Inc
|
8,216 | $309,496 | |
| 7 | FAF |
First American Financial Corp
|
3,477 | $238,487 |
All Filings in MTG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $688,503 | 24,415 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $420,446 | 16,017 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $403,995 | 13,826 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $251,755 | 8,874 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||