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Allworth Financial’s MGIC Investment MTG Stock Holding History

Allworth Financial’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 		$183K Sell
6,506
-1,850
-22% -$49.3K ﹤0.01% 1540
2026
Q1 		$219K Buy
8,356
+281
+3% +$7.51K ﹤0.01% 1344
2025
Q4 		$236K Buy
8,075
+3,452
+75% +$96.9K ﹤0.01% 1259
2025
Q3 		$131K Buy
4,623
+2,338
+102% +$63.7K ﹤0.01% 1517
2025
Q2 		$63.6K Buy
2,285
+1,692
+285% +$43.5K ﹤0.01% 1804
2025
Q1 		$14.6K Buy
593
+25
+4% +$606 ﹤0.01% 2252
2024
Q4 		$14K Buy
568
+322
+131% +$8.04K ﹤0.01% 2306
2024
Q3 		$6.3K Buy
246
+55
+29% +$1.32K ﹤0.01% 2467
2024
Q2 		$4.47K Buy
191
+159
+497% +$3.3K ﹤0.01% 2571
2024
Q1 		$716 Hold
32
– – ﹤0.01% 3179
2023
Q4 		$618 Hold
32
– – ﹤0.01% 3083
2023
Q3 		$535 Hold
32
– – ﹤0.01% 3028
2023
Q2 		$506 Hold
32
– – ﹤0.01% 2900
2023
Q1 		$430 Hold
32
– – ﹤0.01% 2869
2022
Q4 		$416 Buy
32
+23
+256% +$302 ﹤0.01% 2678
2022
Q3 		$0 Sell
9
-4
-31% -$56 ﹤0.01% 2936
2022
Q2 		$0 Sell
13
-6
-32% -$79 ﹤0.01% 2646
2022
Q1 		$0 Buy
+19
New +$285 ﹤0.01% 2274

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 $3.38T AUM 44.17% 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

Allworth Financial's MTG Position: Q2 2026 in Review

Allworth Financial reduced its MGIC Investment (MTG) stake by 22% in Q2 2026, selling an estimated $49.3K and leaving 6,506 shares worth $183K. The position accounts for ﹤0.01% of the portfolio, ranked #1540.

Allworth Financial first reported a position in MTG in Q1 2022 and has held it in 18 quarters since. The position peaked at $236K in Q4 2025. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Allworth Financial held 6,506 shares of MGIC Investment worth $183K as of Q2 2026.
  • Allworth Financial sold 1,850 MGIC Investment shares in Q2 2026, an estimated $49.3K.
  • MGIC Investment made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1540 holding.
  • Allworth Financial first reported a position in MGIC Investment in Q1 2022 and has held it in 18 quarters since.
  • Allworth Financial's MGIC Investment position peaked at $236K in Q4 2025.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.