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Bay Harbor Wealth Management’s MGIC Investment MTG Stock Holding History

Bay Harbor 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 		$1.66K Buy
59
+12
+26% +$320 ﹤0.01% 710
2026
Q1 		$1.23K Buy
47
+14
+42% +$374 ﹤0.01% 695
2025
Q4 		$964 Buy
33
+10
+43% +$281 ﹤0.01% 655
2025
Q3 		$652 Buy
23
+3
+15% +$82 ﹤0.01% 631
2025
Q2 		$556 Buy
20
+13
+186% +$334 ﹤0.01% 607
2025
Q1 		$173 Buy
+7
New +$170 ﹤0.01% 725

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

Bay Harbor Wealth Management's MTG Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its MGIC Investment (MTG) stake by 26% in Q2 2026, buying an estimated $320 and bringing the position to 59 shares worth $1.66K. The position accounts for ﹤0.01% of the portfolio, ranked #710.

Bay Harbor Wealth Management first reported a position in MTG in Q1 2025 and has held it in 6 quarters since. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Bay Harbor Wealth Management held 59 shares of MGIC Investment worth $1.66K as of Q2 2026.
  • Bay Harbor Wealth Management bought 12 MGIC Investment shares in Q2 2026, an estimated $320.
  • MGIC Investment made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #710 holding.
  • Bay Harbor Wealth Management first reported a position in MGIC Investment in Q1 2025 and has held it in 6 quarters since.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.