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Ballentine Partners’s MGIC Investment MTG Stock Holding History

Ballentine Partners’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 		$201K Buy
+7,139
New +$190K ﹤0.01% 1009

Other funds holding MTG

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Ballentine Partners's MTG Position: Q2 2026 in Review

Ballentine Partners opened a new position in MGIC Investment (MTG) in Q2 2026: 7,139 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #1009 among its holdings.

51 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Ballentine Partners held 7,139 shares of MGIC Investment worth $201K as of Q2 2026.
  • MGIC Investment was a new Ballentine Partners position in Q2 2026.
  • MGIC Investment made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #1009 holding.
  • 51 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.