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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
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

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

Bartlett & Co Wealth Management's MTG Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its MGIC Investment (MTG) position steady in Q2 2026 at 6 shares worth $169. The position accounts for ﹤0.01% of the portfolio, ranked #1283.

Bartlett & Co Wealth Management first reported a position in MTG in Q3 2019 and has held it in 4 quarters since. The position peaked at $4.25K in Q4 2019. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Bartlett & Co Wealth Management held 6 shares of MGIC Investment worth $169 as of Q2 2026.
  • Bartlett & Co Wealth Management left its MGIC Investment share count unchanged in Q2 2026.
  • MGIC Investment made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1283 holding.
  • Bartlett & Co Wealth Management first reported a position in MGIC Investment in Q3 2019 and has held it in 4 quarters since.
  • Bartlett & Co Wealth Management's MGIC Investment position peaked at $4.25K in Q4 2019.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.