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Alpine Bank Wealth Management’s MGIC Investment MTG Stock Holding History

Alpine Bank Wealth Management’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 		$24.8K Buy
+880
New +$23.5K ﹤0.01% 317
2025
Q4 		– Sell
-986
Closed -$28K – 308
2025
Q3 		$28K Buy
+986
New +$26.9K ﹤0.01% 286

Other funds holding MTG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

Alpine Bank Wealth Management's MTG Position: Q2 2026 in Review

Alpine Bank Wealth Management opened a new position in MGIC Investment (MTG) in Q2 2026: 880 shares worth $24.8K. The stake represents ﹤0.01% of the portfolio and ranks #317 among its holdings. This is a return to the name: Alpine Bank Wealth Management previously reported a position in MTG as recently as Q3 2025.

Alpine Bank Wealth Management first reported a position in MTG in Q3 2025 and has held it in 2 quarters since. The position peaked at $28K in Q3 2025. 259 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Alpine Bank Wealth Management held 880 shares of MGIC Investment worth $24.8K as of Q2 2026.
  • MGIC Investment was a new Alpine Bank Wealth Management position in Q2 2026.
  • MGIC Investment made up ﹤0.01% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #317 holding.
  • Alpine Bank Wealth Management first reported a position in MGIC Investment in Q3 2025 and has held it in 2 quarters since.
  • Alpine Bank Wealth Management's MGIC Investment position peaked at $28K in Q3 2025.
  • 259 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.