Position in RDN
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,092
-$429 QoQ
Shares Held
29
-37.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#360
of 389 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RDN Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026Rialto Wealth Management, LLC holds $32,728 across 11 Insurance - Specialty names. RDN ranks #9 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAF |
First American Financial Corp
|
182 | $12,483 | |
| 2 | AXS |
Axis Capital Holdings Ltd
|
54 | $5,801 | |
| 3 | MTG |
Mgic Investment Corp
|
118 | $3,327 | |
| 4 | ESNT |
Essent Group Ltd.
|
45 | $2,892 | |
| 5 | FNF |
Fidelity National Financial, Inc.
|
42 | $1,980 | |
| 6 | ACT |
Enact Holdings, Inc.
|
29 | $1,325 | |
| 7 | AGO |
Assured Guaranty Ltd
|
14 | $1,122 | |
| 8 | AMSF |
Amerisafe Inc
|
33 | $1,116 |
All Filings in RDN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,092 | 29 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,521 | 46 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $791 | 22 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $579 | 16 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||