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Advisors Preferred’s MGIC Investment MTG Stock Holding History

Advisors Preferred’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
Q4 		– Sell
-100,425
Closed -$2.82M – 281
2025
Q3 		$2.82M Buy
+100,425
New +$2.74M 0.42% 52
2023
Q4 		– Sell
-360,295
Closed -$6M – 273
2023
Q3 		$6M Buy
360,295
+30,472
+9% +$518K 1.95% 10
2023
Q2 		$5.27M Buy
+329,823
New +$4.89M 1.3% 17
2016
Q2 		– Sell
-184
Closed -$1K – 274
2016
Q1 		$1K Buy
+184
New +$1.32K ﹤0.01% 210

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Advisors Preferred's MTG Position: Q4 2025 in Review

Advisors Preferred sold out of MGIC Investment (MTG) in Q4 2025, closing a stake of 100,425 shares — an estimated $2.82M sold.

Advisors Preferred first reported a position in MTG in Q1 2016 and held it in 4 quarters. The position peaked at $6M in Q3 2023. 529 funds tracked by Wall St. Rank hold MTG as of Q4 2025.

  • Advisors Preferred reported no remaining MGIC Investment position as of Q4 2025 after selling out during the quarter.
  • Advisors Preferred sold 100,425 MGIC Investment shares in Q4 2025, an estimated $2.82M.
  • Advisors Preferred first reported a position in MGIC Investment in Q1 2016 and held it in 4 quarters.
  • Advisors Preferred's MGIC Investment position peaked at $6M in Q3 2023.
  • 529 funds tracked by Wall St. Rank held MGIC Investment as of Q4 2025.

Based on Advisors Preferred's 13F filing for Q4 2025, filed 2 Feb 2026.