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Radian Group Inc.

RDN Financials
$32.75 $-0.24 (-0.73%)
Market Cap: $4.46 B
Gurus Holding
12
Popularity Rank
#237
% of Shares Held
3.85%
Net Activity (Q4 2025)
+$43.55 M

Guru Ownership Trend

Guru Analysis for Radian Group Inc. (RDN)

Radian Group Inc. (RDN), a key player in the Financials sector, continues to attract institutional attention.

As of Q4 2025, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $172.04 M.

Top institutional holders include Donald Smith & Co and Cliff Asness.

Institutional sentiment is currently Bullish. This is evidenced by a $43.55 M net inflow during the quarter.

Recent activity highlights Renaissance Technologies who increased their stake by 366.7%. Conversely, Cliff Asness reduced exposure by 24.1%.

Key Holders

Top 5 by Value

$108.41 M
$14.6 M
$13.16 M
$11.41 M
$10.41 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$48.99 M
Total Buy Value
New Buys 1
Additions 6
-$5.44 M
Total Sell Value
Reductions 4
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
4
Net Buyers
7

FAQs for Radian Group Inc. (RDN)

Major holders include Donald Smith & Co ($108.41 M), Cliff Asness ($14.6 M), HOTCHKIS & WILEY ($13.16 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 5.25 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $43.55 M, with 7 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited RDN. The total reported sell value was $5.44 M.

Yes, 1 managers opened new positions in RDN, and 6 increased their existing holdings. The total reported buy value was $48.99 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
2.03% Add 43.7% 3,012,255 $108.41 M Q4 2025
0.01% Reduce -24.1% 405,561 $14.6 M Q4 2025
0.04% Add 1.2% 365,709 $13.16 M Q4 2025
0.03% Reduce -2.3% 316,915 $11.41 M Q4 2025
0.01% New Buy 289,183 $10.41 M Q4 2025
0.02% Reduce -0.1% 255,688 $9.2 M Q4 2025
0.07% 178,767 $6.43 M Q4 2025
0.01% Add 42.5% 130,956 $4.71 M Q4 2025
0.02% Add 331.2% 94,867 $3.41 M Q4 2025
0.03% Add 2.4% 91,985 $3.31 M Q4 2025
0.01% Reduce -18.9% 63,649 $2.29 M Q4 2025
0.00% Add 366.7% 47,600 $1.71 M Q4 2025
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Transaction
Value
Shares
Position / Chg
SEC Form