Bartlett & Co Wealth Management
MTG icon

Bartlett & Co Wealth Management’s MGIC Investment MTG Stock Holding History

Bartlett & Co 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
Q3 		$129 Sell
5
-1
-17% -$30 ﹤0.01% 1440
2026
Q2 		$169 Hold
6
– – ﹤0.01% 1283
2026
Q1 		$157 Buy
+6
New +$160 ﹤0.01% 1216
2020
Q1 		– Sell
-300
Closed -$4.25K – 885
2019
Q4 		$4.25K Hold
300
– – ﹤0.01% 783
2019
Q3 		$3.77K Buy
+300
New +$3.87K ﹤0.01% 799

Other funds holding MTG

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bartlett & Co Wealth Management's MTG Position: Q3 2026 in Review

Bartlett & Co Wealth Management reduced its MGIC Investment (MTG) stake by 17% in Q3 2026, selling an estimated $30 and leaving 5 shares worth $129. The position accounts for ﹤0.01% of the portfolio, ranked #1440.

Bartlett & Co Wealth Management first reported a position in MTG in Q3 2019 and has held it in 5 quarters since. The position peaked at $4.25K in Q4 2019. 419 funds tracked by Wall St. Rank hold MTG as of Q3 2026.

  • Bartlett & Co Wealth Management held 5 shares of MGIC Investment worth $129 as of Q3 2026.
  • Bartlett & Co Wealth Management sold 1 MGIC Investment share in Q3 2026, an estimated $30.
  • MGIC Investment made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q3 2026, its #1440 holding.
  • Bartlett & Co Wealth Management first reported a position in MGIC Investment in Q3 2019 and has held it in 5 quarters since.
  • Bartlett & Co Wealth Management's MGIC Investment position peaked at $4.25K in Q4 2019.
  • 419 funds tracked by Wall St. Rank held MGIC Investment as of Q3 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.