AW
MTG icon

Avion Wealth’s MGIC Investment MTG Stock Holding History

Avion 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
2026
Q1 		$2K Hold
92
– – ﹤0.01% 889
2025
Q4 		$2K Hold
92
– – ﹤0.01% 894
2025
Q3 		$2K Buy
92
+20
+28% +$545 ﹤0.01% 879
2025
Q2 		$2K Buy
72
+42
+140% +$1.08K ﹤0.01% 834
2025
Q1 		$0 Buy
+30
New +$727 ﹤0.01% 1241
2024
Q4 		– Sell
-30
Closed – – 1185
2024
Q3 		$0 Hold
30
– – ﹤0.01% 1220
2024
Q2 		$0 Hold
30
– – ﹤0.01% 1142
2024
Q1 		$1K Sell
30
-34
-53% -$678 ﹤0.01% 1012
2023
Q4 		$1K Buy
64
+30
+88% +$531 ﹤0.01% 883
2023
Q3 		$0 Hold
34
– – ﹤0.01% 1059
2023
Q2 		$0 Sell
34
-4
-11% -$59 ﹤0.01% 936
2023
Q1 		$0 Buy
+38
New +$512 ﹤0.01% 697

Other funds holding MTG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return