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Beacon Pointe Advisors’s MGIC Investment MTG Stock Holding History

Beacon Pointe 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 		$413K Buy
14,646
+2,003
+16% +$53.4K ﹤0.01% 1423
2026
Q1 		$332K Buy
12,643
+2,109
+20% +$56.4K ﹤0.01% 1490
2025
Q4 		$308K Buy
10,534
+78
+0.7% +$2.19K ﹤0.01% 1255
2025
Q3 		$297K Sell
10,456
-2,040
-16% -$55.6K ﹤0.01% 1186
2025
Q2 		$348K Sell
12,496
-76
-0.6% -$1.96K ﹤0.01% 993
2025
Q1 		$312K Buy
12,572
+56
+0.4% +$1.36K ﹤0.01% 1015
2024
Q4 		$297K Buy
12,516
+148
+1% +$3.7K ﹤0.01% 1012
2024
Q3 		$317K Buy
12,368
+55
+0.4% +$1.32K ﹤0.01% 1001
2024
Q2 		$265K Sell
12,313
-635
-5% -$13.2K ﹤0.01% 1085
2024
Q1 		$290K Buy
12,948
+334
+3% +$6.66K ﹤0.01% 1126
2023
Q4 		$243K Buy
12,614
+277
+2% +$4.9K ﹤0.01% 1141
2023
Q3 		$206K Buy
12,337
+34
+0.3% +$578 ﹤0.01% 1222
2023
Q2 		$194K Buy
12,303
+633
+5% +$9.39K ﹤0.01% 1019
2023
Q1 		$157K Sell
11,670
-188
-2% -$2.53K ﹤0.01% 1084
2022
Q4 		$154K Buy
11,858
+65
+0.6% +$855 ﹤0.01% 1011
2022
Q3 		$153K Buy
11,793
+342
+3% +$4.79K ﹤0.01% 947
2022
Q2 		$145K Buy
11,451
+56
+0.5% +$736 ﹤0.01% 989
2022
Q1 		$154K Buy
+11,395
New +$171K ﹤0.01% 1141

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

Beacon Pointe Advisors's MTG Position: Q2 2026 in Review

Beacon Pointe Advisors increased its MGIC Investment (MTG) stake by 16% in Q2 2026, buying an estimated $53.4K and bringing the position to 14,646 shares worth $413K. The position accounts for ﹤0.01% of the portfolio, ranked #1423.

Beacon Pointe Advisors first reported a position in MTG in Q1 2022 and has held it in 18 quarters since. 508 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Beacon Pointe Advisors held 14,646 shares of MGIC Investment worth $413K as of Q2 2026.
  • Beacon Pointe Advisors bought 2,003 MGIC Investment shares in Q2 2026, an estimated $53.4K.
  • MGIC Investment made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1423 holding.
  • Beacon Pointe Advisors first reported a position in MGIC Investment in Q1 2022 and has held it in 18 quarters since.
  • 508 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.