AG
MTG icon

Algert Global’s MGIC Investment MTG Stock Holding History

Algert Global’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
2024
Q3 		– Sell
-27,158
Closed -$585K – 1433
2024
Q2 		$585K Buy
+27,158
New +$563K 0.02% 849
2023
Q2 		– Sell
-35,923
Closed -$482K – 1193
2023
Q1 		$482K Sell
35,923
-23,169
-39% -$312K 0.02% 833
2022
Q4 		$768K Hold
59,092
– – 0.04% 670
2022
Q3 		$758K Buy
59,092
+9,821
+20% +$137K 0.05% 656
2022
Q2 		$621K Sell
49,271
-37,110
-43% -$488K 0.05% 683
2022
Q1 		$1.17M Buy
86,381
+53,708
+164% +$805K 0.08% 459
2021
Q4 		$471K Hold
32,673
– – 0.06% 561
2021
Q3 		$489K Buy
+32,673
New +$473K 0.07% 546

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Algert Global's MTG Position: Q3 2024 in Review

Algert Global sold out of MGIC Investment (MTG) in Q3 2024, closing a stake of 27,158 shares — an estimated $585K sold.

Algert Global first reported a position in MTG in Q3 2021 and held it in 8 quarters. The position peaked at $1.17M in Q1 2022. 409 funds tracked by Wall St. Rank hold MTG as of Q3 2024.

  • Algert Global reported no remaining MGIC Investment position as of Q3 2024 after selling out during the quarter.
  • Algert Global sold 27,158 MGIC Investment shares in Q3 2024, an estimated $585K.
  • Algert Global first reported a position in MGIC Investment in Q3 2021 and held it in 8 quarters.
  • Algert Global's MGIC Investment position peaked at $1.17M in Q1 2022.
  • 409 funds tracked by Wall St. Rank held MGIC Investment as of Q3 2024.

Based on Algert Global's 13F filing for Q3 2024, filed 12 Nov 2024.