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Arete Wealth Advisors’s MGIC Investment MTG Stock Holding History

Arete Wealth Advisors’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 		$429K Buy
+15,214
New +$406K 0.01% 450
2026
Q1 		– Sell
-10,286
Closed -$265K – 363
2025
Q4 		$265K Buy
+10,286
New +$289K 0.02% 346

Other funds holding MTG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arete Wealth Advisors's MTG Position: Q2 2026 in Review

Arete Wealth Advisors opened a new position in MGIC Investment (MTG) in Q2 2026: 15,214 shares worth $429K. The stake represents 0.01% of the portfolio and ranks #450 among its holdings. This is a return to the name: Arete Wealth Advisors previously reported a position in MTG as recently as Q4 2025.

Arete Wealth Advisors first reported a position in MTG in Q4 2025 and has held it in 2 quarters since. 385 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Arete Wealth Advisors held 15,214 shares of MGIC Investment worth $429K as of Q2 2026.
  • MGIC Investment was a new Arete Wealth Advisors position in Q2 2026.
  • MGIC Investment made up 0.01% of Arete Wealth Advisors's portfolio in Q2 2026, its #450 holding.
  • Arete Wealth Advisors first reported a position in MGIC Investment in Q4 2025 and has held it in 2 quarters since.
  • 385 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.