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Bayforest Capital’s MGIC Investment MTG Stock Holding History

Bayforest Capital’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 		– Sell
-6,715
Closed -$189K – 1089
2026
Q2 		$189K Buy
6,715
+3,879
+137% +$103K 0.18% 189
2026
Q1 		$74.4K Sell
2,836
-5,060
-64% -$135K 0.08% 453
2025
Q4 		$231K Sell
7,896
-1,654
-17% -$46.4K 0.17% 235
2025
Q3 		$271K Buy
9,550
+7,010
+276% +$191K 0.13% 321
2025
Q2 		$70.7K Sell
2,540
-8,114
-76% -$209K 0.03% 506
2025
Q1 		$264K Buy
10,654
+5,214
+96% +$126K 0.12% 331
2024
Q4 		$129K Buy
+5,440
New +$136K 0.16% 246

Other funds holding MTG

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
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
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Bayforest Capital's MTG Position: Q3 2026 in Review

Bayforest Capital sold out of MGIC Investment (MTG) in Q3 2026, closing a stake of 6,715 shares — an estimated $189K sold.

Bayforest Capital first reported a position in MTG in Q4 2024 and held it in 7 quarters. The position peaked at $271K in Q3 2025. 359 funds tracked by Wall St. Rank hold MTG as of Q3 2026.

  • Bayforest Capital reported no remaining MGIC Investment position as of Q3 2026 after selling out during the quarter.
  • Bayforest Capital sold 6,715 MGIC Investment shares in Q3 2026, an estimated $189K.
  • Bayforest Capital first reported a position in MGIC Investment in Q4 2024 and held it in 7 quarters.
  • Bayforest Capital's MGIC Investment position peaked at $271K in Q3 2025.
  • 359 funds tracked by Wall St. Rank held MGIC Investment as of Q3 2026.

Based on Bayforest Capital's 13F filing for Q3 2026, filed 3 Nov 2026.