Activest Wealth Management
MTG icon

Activest Wealth Management’s MGIC Investment MTG Stock Holding History

Activest Wealth Management’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 		$2.3K Buy
89
+86
+2,867% +$2.57K ﹤0.01% 786
2026
Q2 		$85 Sell
3
-292
-99% -$7.78K ﹤0.01% 1257
2026
Q1 		$7.74K Sell
295
-266
-47% -$7.11K ﹤0.01% 735
2025
Q4 		$16.4K Buy
+561
New +$15.8K ﹤0.01% 555

Other funds holding MTG

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Vanguard Portfolio Management
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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

Activest Wealth Management's MTG Position: Q3 2026 in Review

Activest Wealth Management increased its MGIC Investment (MTG) stake by 2,867% in Q3 2026, buying an estimated $2.57K and bringing the position to 89 shares worth $2.3K. The position accounts for ﹤0.01% of the portfolio, ranked #786.

Activest Wealth Management first reported a position in MTG in Q4 2025 and has held it in 4 quarters since. The position peaked at $16.4K in Q4 2025. 419 funds tracked by Wall St. Rank hold MTG as of Q3 2026.

  • Activest Wealth Management held 89 shares of MGIC Investment worth $2.3K as of Q3 2026.
  • Activest Wealth Management bought 86 MGIC Investment shares in Q3 2026, an estimated $2.57K.
  • MGIC Investment made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #786 holding.
  • Activest Wealth Management first reported a position in MGIC Investment in Q4 2025 and has held it in 4 quarters since.
  • Activest Wealth Management's MGIC Investment position peaked at $16.4K in Q4 2025.
  • 419 funds tracked by Wall St. Rank held MGIC Investment as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.