Private Wealth Management Group, LLC
Position in MTG — Mgic Investment Corp
CIK 2011342
PRINCETON, NJ
Position in MTG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$20,952
+$1,449 QoQ
Shares Held
743
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#408
of 505 holders
Holding Since
Dec 2023
11 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, 2026Private Wealth Management Group, LLC holds $77,690 across 8 Insurance - Specialty names. MTG ranks #2 (27.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RDN |
Radian Group Inc
|
685 | $25,803 | |
| 2 | MTG |
Mgic Investment Corp
This page
|
743 | $20,952 | |
| 3 | ESNT |
Essent Group Ltd.
|
154 | $9,899 | |
| 4 | FAF |
First American Financial Corp
|
123 | $8,436 | |
| 5 | FNF |
Fidelity National Financial, Inc.
|
106 | $4,998 | |
| 6 | AGO |
Assured Guaranty Ltd
|
46 | $3,687 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
58 | $2,190 | |
| 8 | NMIH |
NMI Holdings, Inc.
|
42 | $1,725 |
All Filings in MTG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,952 | 743 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $19,503 | 743 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $21,710 | 743 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $21,078 | 743 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $20,685 | 743 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $19,724 | 796 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $19,205 | 810 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $20,966 | 819 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $18,533 | 860 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $21,644 | 968 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $18,672 | 968 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||