Position in MTG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$551,986
+$40,138 QoQ
Shares Held
19,574
+0.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#257
of 505 holders
Holding Since
Dec 2023
11 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, 2026Concurrent Investment Advisors, LLC holds $1,194,929 across 3 Insurance - Specialty names. MTG ranks #1 (46.2% of the industry book) .
All Filings in MTG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $551,986 | 19,574 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $511,848 | 19,499 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $514,387 | 17,604 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $490,460 | 17,288 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $473,725 | 17,016 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $402,179 | 16,230 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $383,153 | 16,160 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $413,542 | 16,154 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $344,800 | 16,000 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $357,760 | 16,000 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $308,640 | 16,000 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||