Compound Planning, Inc.

Position in MTG — Mgic Investment Corp

CIK 1978879 NEW YORK, NY

Position in MTG

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$235,497

-$37,292 QoQ

Shares Held

8,351

-19.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#341

of 505 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Compound Planning, Inc. holds $758,493 across 3 Insurance - Specialty names. MTG ranks #3 (31.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FNF	Fidelity National Financial, Inc.	5,710	$269,282
2	FAF	First American Financial Corp	3,699	$253,714
3	MTG	Mgic Investment Corp This page	8,351	$235,497

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$235,497	8,351	-19.6%	Shares	Sole	2026-08-04
2026-03-31	$272,789	10,392	+4.3%	Shares	Other	2026-05-14
2025-12-31	$291,001	9,959	+27.9%	Shares	Defined	2026-02-19
2025-09-30	$220,945	7,788	+5.3%	Shares	Sole	2025-11-10
2025-06-30	$205,988	7,399	—	Shares	Sole	2025-08-14
No filing history on record for this holder in this stock.