Stock Taper 
BAYVIEW ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Visa Inc. | V | 1.6K | $548.94K |
 Citigroup Inc. | C | 2.5K | $349.9K |
 Globe Life Inc. | GL | 2.5K | $446.7K |
 MGIC Investment Corporation | MTG | 5K | $141K |
 BankUnited, Inc. | BKU | 5K | $242.25K |
 Cincinnati Financial Corporation | CINF | 6K | $1.11M |
 Jones Lang LaSalle Incorporated | JLL | 6.25K | $1.94M |
 S&P Global Inc. | SPGI | 7.36K | $3M |
 Axos Financial, Inc. | AX | 7.42K | $722.63K |
 The Allstate Corporation | ALL | 8.5K | $2.02M |
 Arch Capital Group Ltd. | ACGL | 8.79K | $852.87K |
 JPMorgan Chase & Co. | JPM | 12K | $3.93M |
 Essent Group Ltd. | ESNT | 12.5K | $803.5K |
 Principal Financial Group, Inc. | PFG | 13.8K | $1.49M |
 Southside Bancshares, Inc. | SBSI | 15K | $527.85K |
 The Hartford Insurance Group, Inc. | HIG | 18.3K | $2.43M |
 The Charles Schwab Corporation | SCHW | 19.41K | $1.79M |
 First BanCorp. | FBP | 20K | $521.4K |
 UMB Financial Corporation | UMBF | 25K | $3.57M |
 Intercontinental Exchange, Inc. | ICE | 28.62K | $3.52M |