SPL
MTG icon

Superior Planning, LLC’s MGIC Investment MTG Stock Holding History

Superior Planning, LLC’s Portfolio MTG Stock Details MTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6K Buy
+232
New +$6.93K ﹤0.01% 1133

Other funds holding MTG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Superior Planning, LLC's MTG Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in MGIC Investment (MTG) in Q3 2026: 232 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #1133 among its holdings.

355 funds tracked by Wall St. Rank hold MTG as of Q3 2026.

  • Superior Planning, LLC held 232 shares of MGIC Investment worth $6K as of Q3 2026.
  • MGIC Investment was a new Superior Planning, LLC position in Q3 2026.
  • MGIC Investment made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1133 holding.
  • 355 funds tracked by Wall St. Rank held MGIC Investment as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.