AIFS
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A&I Financial Services’s MGIC Investment MTG Stock Holding History

A&I Financial Services’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
2025
Q2 		– Sell
-26,946
Closed -$668K – 81
2025
Q1 		$668K Buy
26,946
+7,786
+41% +$189K 0.45% 29
2024
Q4 		$454K Buy
+19,160
New +$479K 0.44% 40

Other funds holding MTG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

A&I Financial Services's MTG Position: Q2 2025 in Review

A&I Financial Services sold out of MGIC Investment (MTG) in Q2 2025, closing a stake of 26,946 shares — an estimated $668K sold.

A&I Financial Services first reported a position in MTG in Q4 2024 and held it in 2 quarters. The position peaked at $668K in Q1 2025. 469 funds tracked by Wall St. Rank hold MTG as of Q2 2025.

  • A&I Financial Services reported no remaining MGIC Investment position as of Q2 2025 after selling out during the quarter.
  • A&I Financial Services sold 26,946 MGIC Investment shares in Q2 2025, an estimated $668K.
  • A&I Financial Services first reported a position in MGIC Investment in Q4 2024 and held it in 2 quarters.
  • A&I Financial Services's MGIC Investment position peaked at $668K in Q1 2025.
  • 469 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2025.

Based on A&I Financial Services's 13F filing for Q2 2025, filed 14 Jul 2025.