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Atria Investments’s MGIC Investment MTG Stock Holding History

Atria Investments’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 		$346K Buy
12,255
+1,025
+9% +$27.3K ﹤0.01% 1754
2026
Q1 		$295K Sell
11,230
-4,472
-28% -$120K ﹤0.01% 1766
2025
Q4 		$459K Buy
15,702
+194
+1% +$5.45K 0.01% 1502
2025
Q3 		$440K Buy
15,508
+5,497
+55% +$150K 0.01% 1493
2025
Q2 		$279K Buy
+10,011
New +$258K ﹤0.01% 1755

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

Atria Investments's MTG Position: Q2 2026 in Review

Atria Investments increased its MGIC Investment (MTG) stake by 9.1% in Q2 2026, buying an estimated $27.3K and bringing the position to 12,255 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #1754.

Atria Investments first reported a position in MTG in Q2 2025 and has held it in 5 quarters since. The position peaked at $459K in Q4 2025. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Atria Investments held 12,255 shares of MGIC Investment worth $346K as of Q2 2026.
  • Atria Investments bought 1,025 MGIC Investment shares in Q2 2026, an estimated $27.3K.
  • MGIC Investment made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1754 holding.
  • Atria Investments first reported a position in MGIC Investment in Q2 2025 and has held it in 5 quarters since.
  • Atria Investments's MGIC Investment position peaked at $459K in Q4 2025.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.