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Avantax Planning Partners’s MGIC Investment MTG Stock Holding History

Avantax Planning Partners’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 		$269K Buy
+9,528
New +$254K 0.01% 383
2026
Q1 		– Sell
-9,138
Closed -$267K – 454
2025
Q4 		$267K Buy
9,138
+1,969
+27% +$55.3K 0.01% 369
2025
Q3 		$203K Sell
7,169
-94
-1% -$2.56K 0.01% 420
2025
Q2 		$202K Buy
+7,263
New +$187K 0.01% 429
2024
Q1 		– Sell
-11,462
Closed -$221K – 471
2023
Q4 		$221K Sell
11,462
-81
-0.7% -$1.43K 0.01% 344
2023
Q3 		$193K Buy
11,543
+734
+7% +$12.5K 0.01% 347
2023
Q2 		$171K Buy
+10,809
New +$160K 0.01% 358
2018
Q4 		– Sell
-50
Closed -$1K – 858
2018
Q3 		$1K Buy
+50
New +$620 ﹤0.01% 1420
2018
Q2 		– Sell
-575
Closed -$5K – 1001
2018
Q1 		$5K Buy
+575
New +$8.14K ﹤0.01% 1332

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 $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Avantax Planning Partners's MTG Position: Q2 2026 in Review

Avantax Planning Partners opened a new position in MGIC Investment (MTG) in Q2 2026: 9,528 shares worth $269K. The stake represents 0.01% of the portfolio and ranks #383 among its holdings. This is a return to the name: Avantax Planning Partners previously reported a position in MTG as recently as Q4 2025.

Avantax Planning Partners first reported a position in MTG in Q1 2018 and has held it in 9 quarters since. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Avantax Planning Partners held 9,528 shares of MGIC Investment worth $269K as of Q2 2026.
  • MGIC Investment was a new Avantax Planning Partners position in Q2 2026.
  • MGIC Investment made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #383 holding.
  • Avantax Planning Partners first reported a position in MGIC Investment in Q1 2018 and has held it in 9 quarters since.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.