Position in MTG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,036,970
+$360,750 QoQ
Shares Held
72,233
+13.1% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
10.34%
of 13F equity value
Holder Rank
#155
of 505 holders
Holding Since
Jun 2025
5 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, 2026Ridgeline Wealth Planning, LLC holds $2,036,970 across 1 Insurance - Specialty name. MTG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTG |
Mgic Investment Corp
This page
|
72,233 | $2,036,970 |
All Filings in MTG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,036,970 | 72,233 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,676,220 | 63,856 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,865,872 | 63,856 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,811,594 | 63,856 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,332,685 | 83,789 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||