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

Axxcess 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
2026
Q1 		– Sell
-7,000
Closed -$205K – 773
2025
Q4 		$205K Buy
+7,000
New +$197K ﹤0.01% 985

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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 $3.38T AUM 44.17% 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

Axxcess Wealth Management's MTG Position: Q1 2026 in Review

Axxcess Wealth Management sold out of MGIC Investment (MTG) in Q1 2026, closing a stake of 7,000 shares — an estimated $205K sold.

Axxcess Wealth Management first reported a position in MTG in Q4 2025 and held it in 1 quarter. The position peaked at $205K in Q4 2025. 512 funds tracked by Wall St. Rank hold MTG as of Q1 2026.

  • Axxcess Wealth Management reported no remaining MGIC Investment position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 7,000 MGIC Investment shares in Q1 2026, an estimated $205K.
  • Axxcess Wealth Management first reported a position in MGIC Investment in Q4 2025 and held it in 1 quarter.
  • Axxcess Wealth Management's MGIC Investment position peaked at $205K in Q4 2025.
  • 512 funds tracked by Wall St. Rank held MGIC Investment as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.