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Advisory Research’s MGIC Investment MTG Stock Holding History

Advisory Research’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
Q1 		$20.9M Buy
794,323
+29,844
+4% +$798K 2.56% 9
2025
Q4 		$22.3M Buy
764,479
+14,407
+2% +$405K 2.81% 12
2025
Q3 		$21.3M Buy
750,072
+105,330
+16% +$2.87M 2.79% 12
2025
Q2 		$17.9M Buy
644,742
+117,671
+22% +$3.03M 2.76% 8
2025
Q1 		$13.1M Sell
527,071
-78,396
-13% -$1.9M 2.3% 11
2024
Q4 		$14.4M Buy
605,467
+124,727
+26% +$3.12M 2.39% 11
2024
Q3 		$12.3M Buy
480,740
+175,633
+58% +$4.23M 2.19% 11
2024
Q2 		$6.58M Buy
305,107
+198,142
+185% +$4.11M 1.24% 28
2024
Q1 		$2.39M Sell
106,965
-23,506
-18% -$469K 0.48% 51
2023
Q4 		$2.52M Sell
130,471
-7,252
-5% -$128K 0.39% 66
2023
Q3 		$2.3M Sell
137,723
-9,590
-7% -$163K 0.32% 83
2023
Q2 		$2.33M Buy
147,313
+78,039
+113% +$1.16M 0.3% 92
2023
Q1 		$930K Sell
69,274
-1,098
-2% -$14.8K 0.15% 165
2022
Q4 		$915K Buy
70,372
+8,794
+14% +$116K 0.09% 170
2022
Q3 		$789K Buy
61,578
+20,573
+50% +$288K 0.08% 183
2022
Q2 		$517K Buy
41,005
+18,548
+83% +$244K 0.05% 226
2022
Q1 		$304K Buy
+22,457
New +$337K 0.02% 305

Other funds holding MTG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return