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Aaron Wealth Advisors’s MGIC Investment MTG Stock Holding History

Aaron Wealth Advisors’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
Q2 		– Sell
-17,279
Closed -$454K – 737
2026
Q1 		$454K Sell
17,279
-27,447
-61% -$734K 0.03% 417
2025
Q4 		$1.31M Buy
44,726
+19,374
+76% +$544K 0.07% 195
2025
Q3 		$719K Buy
+25,352
New +$691K 0.04% 316
2022
Q2 		– Sell
-770
Closed -$10.4K – 600
2022
Q1 		$10.4K Buy
+770
New +$11.5K ﹤0.01% 790

Other funds holding MTG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Aaron Wealth Advisors's MTG Position: Q2 2026 in Review

Aaron Wealth Advisors sold out of MGIC Investment (MTG) in Q2 2026, closing a stake of 17,279 shares — an estimated $454K sold.

Aaron Wealth Advisors first reported a position in MTG in Q1 2022 and held it in 4 quarters. The position peaked at $1.31M in Q4 2025. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Aaron Wealth Advisors reported no remaining MGIC Investment position as of Q2 2026 after selling out during the quarter.
  • Aaron Wealth Advisors sold 17,279 MGIC Investment shares in Q2 2026, an estimated $454K.
  • Aaron Wealth Advisors first reported a position in MGIC Investment in Q1 2022 and held it in 4 quarters.
  • Aaron Wealth Advisors's MGIC Investment position peaked at $1.31M in Q4 2025.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.