AF
MTG icon

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
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% 2937
2022
Q2 		$0 Sell
13
-6
-32% -$79 ﹤0.01% 2647
2022
Q1 		$0 Buy
+19
New +$285 ﹤0.01% 2274

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