
What smart money is saying about Radian Group
1 fund in our archive has pitched Radian Group — most recently Aegis Value Fund in June 2026.
Operating across the United States, Radian Group Inc. and its various subsidiaries are key players in the mortgage and real estate services sector. Through its Mortgage segment, the company delivers crucial credit-related insurance, predominantly private mortgage insurance for primary residential loans. This division also furnishes a suite of credit risk management, contract underwriting, and fulfillment services. Its principal clientele includes a broad spectrum of mortgage originators, ranging from large mortgage and commercial banks to savings institutions, credit unions, and community banks. Radian's Homegenius segment provides an extensive array of services. These encompass comprehensive title services, such as both insured and uninsured title solutions, tax and title data management, centralized document recording, retrieval, and default curative actions, along with deed and property reports. Furthermore, it offers closing and settlement services, facilitating both electronic and traditional signings. The segment also specializes in real estate valuation and asset management. Complementing these offerings, Homegenius delivers advanced real estate technology products and services, including SaaS solutions, designed to streamline real estate transactions. This diverse segment caters to a wide base of clients, including individual consumers, mortgage lenders, various real estate investors, government-sponsored enterprises, and real estate brokers and agents. Established in 1977, Radian Group Inc. maintains its corporate headquarters in Wayne, Pennsylvania.
Get an email when a fund writes about it
Position history
Every position in Radian Group on record in the archive was reported in Q2 2026, across 1 fund letter — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 1 | 0 | 1 |
Fund activity · 1 position · 1 move
- New positionAegis Value FundJune 2026
“We Found a Number of Good Opportunities Outside of Energy and Precious Metals Outside of our core material and energy holdings, we continue to hunt for mispriced businesses across the value spec- trum. Our largest purchase in the first half of 2026 was Radian Group (RDN).”
Read the letterRadian Group
Fund coverage · 1 thesis
- Aegis Value FundJune 2026
Radian Group combines cheap valuation, a high-quality mortgage insurance book, excess capital, reinsurance protection, and earnings diversification from Inigo.
Read the full thesis
Read every full thesis on Radian Group
Unlock all 1 thesis — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→