AWM
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Avior Wealth Management’s MGIC Investment MTG Stock Holding History

Avior Wealth Management’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
Q1 		– Sell
-134
Closed -$3.18K – 1743
2024
Q4 		$3.18K Hold
134
– – ﹤0.01% 2006
2024
Q3 		$3.43K Buy
+134
New +$3.23K ﹤0.01% 1884
2024
Q2 		– Sell
-121
Closed -$2.71K – 3158
2024
Q1 		$2.71K Buy
+121
New +$2.41K ﹤0.01% 2220

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Avior Wealth Management's MTG Position: Q1 2025 in Review

Avior Wealth Management sold out of MGIC Investment (MTG) in Q1 2025, closing a stake of 134 shares — an estimated $3.18K sold.

Avior Wealth Management first reported a position in MTG in Q1 2024 and held it in 3 quarters. The position peaked at $3.43K in Q3 2024. 444 funds tracked by Wall St. Rank hold MTG as of Q1 2025.

  • Avior Wealth Management reported no remaining MGIC Investment position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 134 MGIC Investment shares in Q1 2025, an estimated $3.18K.
  • Avior Wealth Management first reported a position in MGIC Investment in Q1 2024 and held it in 3 quarters.
  • Avior Wealth Management's MGIC Investment position peaked at $3.43K in Q3 2024.
  • 444 funds tracked by Wall St. Rank held MGIC Investment as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.