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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
Q2 		$2K Hold
92
– – ﹤0.01% 1094
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% 1240
2024
Q4 		– Sell
-30
Closed – – 1184
2024
Q3 		$0 Hold
30
– – ﹤0.01% 1219
2024
Q2 		$0 Hold
30
– – ﹤0.01% 1141
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% 1058
2023
Q2 		$0 Sell
34
-4
-11% -$59 ﹤0.01% 935
2023
Q1 		$0 Buy
+38
New +$512 ﹤0.01% 696

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

Avion Wealth's MTG Position: Q2 2026 in Review

Avion Wealth held its MGIC Investment (MTG) position steady in Q2 2026 at 92 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1094.

Avion Wealth first reported a position in MTG in Q1 2023 and has held it in 13 quarters since. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Avion Wealth held 92 shares of MGIC Investment worth $2K as of Q2 2026.
  • Avion Wealth left its MGIC Investment share count unchanged in Q2 2026.
  • MGIC Investment made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1094 holding.
  • Avion Wealth first reported a position in MGIC Investment in Q1 2023 and has held it in 13 quarters since.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.