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Basecamp Wealth Advisors’s MGIC Investment MTG Stock Holding History

Basecamp Wealth Advisors’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 		$26.2K Sell
930
-85
-8% -$2.27K ﹤0.01% 722
2026
Q1 		$26.6K Buy
1,015
+150
+17% +$4.01K 0.01% 729
2025
Q4 		$25.3K Buy
+865
New +$24.3K 0.01% 714

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Basecamp Wealth Advisors's MTG Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its MGIC Investment (MTG) stake by 8.4% in Q2 2026, selling an estimated $2.27K and leaving 930 shares worth $26.2K. The position accounts for ﹤0.01% of the portfolio, ranked #722.

Basecamp Wealth Advisors first reported a position in MTG in Q4 2025 and has held it in 3 quarters since. The position peaked at $26.6K in Q1 2026. 506 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Basecamp Wealth Advisors held 930 shares of MGIC Investment worth $26.2K as of Q2 2026.
  • Basecamp Wealth Advisors sold 85 MGIC Investment shares in Q2 2026, an estimated $2.27K.
  • MGIC Investment made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #722 holding.
  • Basecamp Wealth Advisors first reported a position in MGIC Investment in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's MGIC Investment position peaked at $26.6K in Q1 2026.
  • 506 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.