Aaron Wealth Advisors
MTG icon

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
Q3 		$291K Buy
+11,279
New +$337K 0.01% 571
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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

Aaron Wealth Advisors's MTG Position: Q3 2026 in Review

Aaron Wealth Advisors opened a new position in MGIC Investment (MTG) in Q3 2026: 11,279 shares worth $291K. The stake represents 0.01% of the portfolio and ranks #571 among its holdings. This is a return to the name: Aaron Wealth Advisors previously reported a position in MTG as recently as Q1 2026.

Aaron Wealth Advisors first reported a position in MTG in Q1 2022 and has held it in 5 quarters since. The position peaked at $1.31M in Q4 2025. 419 funds tracked by Wall St. Rank hold MTG as of Q3 2026.

  • Aaron Wealth Advisors held 11,279 shares of MGIC Investment worth $291K as of Q3 2026.
  • MGIC Investment was a new Aaron Wealth Advisors position in Q3 2026.
  • MGIC Investment made up 0.01% of Aaron Wealth Advisors's portfolio in Q3 2026, its #571 holding.
  • Aaron Wealth Advisors first reported a position in MGIC Investment in Q1 2022 and has held it in 5 quarters since.
  • Aaron Wealth Advisors's MGIC Investment position peaked at $1.31M in Q4 2025.
  • 419 funds tracked by Wall St. Rank held MGIC Investment as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.