Position in MTG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,460
+$585 QoQ
Shares Held
300
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#426
of 505 holders
Holding Since
Mar 2025
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, 2026Medallion Wealth Advisors, LLC holds $11,216 across 2 Insurance - Specialty names. MTG ranks #1 (75.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTG |
Mgic Investment Corp
This page
|
300 | $8,460 | |
| 2 | RYAN |
Ryan Specialty Holdings, Inc.
|
73 | $2,756 |
All Filings in MTG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,460 | 300 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,875 | 300 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $8,766 | 300 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $8,511 | 300 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $8,352 | 300 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $7,434 | 300 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||