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RDN

Radian Group Inc.

Sector: financial servicesInsurance - SpecialtyNYSEMarket Cap: $4.51B

Radian Group is a mortgage insurance and real estate services provider with moderate regulatory exposure to housing finance and capital requirements.

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Govt Dependence
35/100
Regulatory Density
65/100
Lobbying Intensity
15/100
Political Signal
MEDIUM

BusinessWhat RDN does

Radian Group operates primarily through mortgage insurance (protecting lenders against borrower default), title insurance, and real estate transaction services. Revenue is driven by mortgage origination volumes, home sales activity, and insurance premiums on in-force policies. The company is cyclically sensitive to housing markets and interest rates.

Executive Branch ConflictsRDN held by Trump-administration officials

Lifetime Government AwardsRDN federal contracts

RDN doesn't hold direct federal contracts.

Verified via USASpending.gov: $0 reported in direct prime-contract awards. Companies in this position typically sell federal services indirectly through prime contractors and integrators (e.g., Lockheed Martin, Booz Allen, Microsoft Azure) or through commercial channels that don't appear in USASpending data.

Smart Money · 13F HoldingsHedge funds holding RDN

$59.07B
Total RDN held by tracked 13F funds
5
Funds with RDN positions
Two Sigma Investments $54.52B +96% 2026-03-31
Renaissance Technologies $4.42B +181% 2026-03-31
Citadel Advisors $107M -10% 2025-12-31
D.E. Shaw & Co. $17M -40% 2025-12-31
Bridgewater Associates $2M -19% 2025-12-31

Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock

No Form 4 activity recorded in the last 180 days.

Bills to WatchLegislation flagged by our analysis

GSE reform (Fannie Mae/Freddie Mac)Qualified Mortgage rule updatesCapital requirements for mortgage insurers

Political ProfileWhere RDN sits in Washington

Stock moves on GSE policy announcements, mortgage market regulation, and housing finance reform proposals. Cyclical housing sensitivity dominates, but regulatory/policy shifts on mortgage insurance requirements and capital rules create material upside/downside.

Regulatory ExposureThreats & opportunities

Regulatory threats

  • Stricter mortgage insurance capital standards
  • GSE conservatorship policy changes
  • Increased lender liability for mortgage origination

Regulatory opportunities

  • GSE privatization (reduces government guarantee reliance)
  • Mortgage insurance penetration expansion
  • Regulatory clarity on capital relief

LobbyingWho's hired to advocate for RDN

Mortgage Insurance Companies AssociationAmerican Financial Services AssociationMortgage Bankers Association
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Frequently AskedAbout RDN & political exposure

Does Radian Group Inc. (RDN) hold federal contracts?
No direct prime contracts reported in USASpending.gov for Radian Group Inc.. Companies in the semiconductor and AI hardware sectors often sell to the federal government via prime contractors and cloud resellers (Microsoft Azure, AWS, Lockheed Martin systems integration) rather than as direct primes.
Which Trump cabinet officials own RDN stock?
1 Trump cabinet members or senior White House staff have disclosed holdings in RDN on their OGE 278 financial disclosures, including Donald J. Trump. See the Cabinet Conflicts panel for details.
What is RDN political risk profile?
Government dependence: 35/100. Lobbying intensity: 15/100. Political signal: medium.
How does GovGreed track RDN political activity?
GovGreed integrates STOCK Act congressional trade disclosures, FEC contributions, OGE executive-branch disclosures, USASpending federal contracts, Senate LDA lobbying filings, and SEC Form 4 corporate insider trades into a single queryable graph. RDN data is updated daily from these official federal sources.