Peak Retirement Planning, Inc.
PensionPosition in MTG — Mgic Investment Corp
CIK 2056697
COLUMBUS, OH
Position in MTG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$557,570
-$6,332 QoQ
Shares Held
19,772
-8.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#255
of 505 holders
Holding Since
Dec 2024
6 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, 2026Peak Retirement Planning, Inc. holds $557,570 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
|
19,772 | $557,570 |
All Filings in MTG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $557,570 | 19,772 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $563,902 | 21,482 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $632,613 | 21,650 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $595,581 | 21,393 | Shares | Sole | 2025-11-04 | |
| 2025-03-31 | $606,886 | 24,491 | Shares | Sole | 2025-11-04 | |
| 2024-12-31 | $511,970 | 21,593 | Shares | Sole | 2025-02-20 | |
| No filing history on record for this holder in this stock. | ||||||