Ownership history in ADVISORY RESEARCH INC Β· 37 quarters on record
This page tracks every 13F SEC filing in which ADVISORY RESEARCH INC reported a position in MGIC INVSTMNT CORP COMMON (MTG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π ADVISORY RESEARCH INC outperformed the S&P 500 by +12.3% annually on this MTG position. Timing score: 65% (22/34 decisions correct). Average cost basis: $35.70. Maximum drawdown during holding period: β91.6%.
π₯ Exceptional β beat the S&P 500 by 12.3% per year on this position.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
22 of 34 add/trim decisions correct
Best entry: $6.02 (2008 Q3) Β· Worst: $55.13 (2006 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
24 adds Β· 11 trims. Bought during 9 of 12 down-price quarters. π More buys than sells across the holding period.
π ADVISORY RESEARCH INC has been actively increasing its MTG allocation β a bullish signal from insiders.
Currently 2.81% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size