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Aventura Private Wealth’s MGIC Investment MTG Stock Holding History

Aventura Private Wealth’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
2025
Q2 		– Sell
-25
Closed -$620 – 817
2025
Q1 		$620 Hold
25
– – ﹤0.01% 701
2024
Q4 		$593 Buy
+25
New +$624 ﹤0.01% 678

Other funds holding MTG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aventura Private Wealth's MTG Position: Q2 2025 in Review

Aventura Private Wealth sold out of MGIC Investment (MTG) in Q2 2025, closing a stake of 25 shares — an estimated $620 sold.

Aventura Private Wealth first reported a position in MTG in Q4 2024 and held it in 2 quarters. The position peaked at $620 in Q1 2025. 469 funds tracked by Wall St. Rank hold MTG as of Q2 2025.

  • Aventura Private Wealth reported no remaining MGIC Investment position as of Q2 2025 after selling out during the quarter.
  • Aventura Private Wealth sold 25 MGIC Investment shares in Q2 2025, an estimated $620.
  • Aventura Private Wealth first reported a position in MGIC Investment in Q4 2024 and held it in 2 quarters.
  • Aventura Private Wealth's MGIC Investment position peaked at $620 in Q1 2025.
  • 469 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2025.

Based on Aventura Private Wealth's 13F filing for Q2 2025, filed 7 Jan 2026.