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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
Q2 		$23M Buy
816,952
+22,629
+3% +$603K 2.3% 13
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 $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

Advisory Research's MTG Position: Q2 2026 in Review

Advisory Research increased its MGIC Investment (MTG) stake by 2.8% in Q2 2026, buying an estimated $603K and bringing the position to 816,952 shares worth $23M. The position accounts for 2.3% of the portfolio, ranked #13.

Advisory Research first reported a position in MTG in Q1 2022 and has held it in 18 quarters since. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Advisory Research held 816,952 shares of MGIC Investment worth $23M as of Q2 2026.
  • Advisory Research bought 22,629 MGIC Investment shares in Q2 2026, an estimated $603K.
  • MGIC Investment made up 2.3% of Advisory Research's portfolio in Q2 2026, its #13 holding.
  • Advisory Research first reported a position in MGIC Investment in Q1 2022 and has held it in 18 quarters since.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Advisory Research's 13F filing for Q2 2026, filed 13 Aug 2026.