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Annex Advisory Services’s MGIC Investment MTG Stock Holding History

Annex Advisory Services’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 		– Sell
-8,568
Closed -$250K – 390
2025
Q4 		$250K Buy
8,568
+1,000
+13% +$28.1K ﹤0.01% 313
2025
Q3 		$215K Hold
7,568
– – ﹤0.01% 299
2025
Q2 		$211K Buy
+7,568
New +$195K 0.01% 298

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

Annex Advisory Services's MTG Position: Q1 2026 in Review

Annex Advisory Services sold out of MGIC Investment (MTG) in Q1 2026, closing a stake of 8,568 shares — an estimated $250K sold.

Annex Advisory Services first reported a position in MTG in Q2 2025 and held it in 3 quarters. The position peaked at $250K in Q4 2025. 512 funds tracked by Wall St. Rank hold MTG as of Q1 2026.

  • Annex Advisory Services reported no remaining MGIC Investment position as of Q1 2026 after selling out during the quarter.
  • Annex Advisory Services sold 8,568 MGIC Investment shares in Q1 2026, an estimated $250K.
  • Annex Advisory Services first reported a position in MGIC Investment in Q2 2025 and held it in 3 quarters.
  • Annex Advisory Services's MGIC Investment position peaked at $250K in Q4 2025.
  • 512 funds tracked by Wall St. Rank held MGIC Investment as of Q1 2026.

Based on Annex Advisory Services's 13F filing for Q1 2026, filed 16 Apr 2026.