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Beaird Harris Wealth Management’s MGIC Investment MTG Stock Holding History

Beaird Harris 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 		$1.52K Hold
54
– – ﹤0.01% 542
2026
Q1 		$1.42K Sell
54
-88
-62% -$2.35K ﹤0.01% 517
2025
Q4 		$4.15K Hold
142
– – ﹤0.01% 453
2025
Q3 		$4.03K Buy
142
+15
+12% +$409 ﹤0.01% 443
2025
Q2 		$3.54K Buy
127
+39
+44% +$1K ﹤0.01% 446
2025
Q1 		$2.18K Hold
88
– – ﹤0.01% 434
2024
Q4 		$2.09K Hold
88
– – ﹤0.01% 433
2024
Q3 		$2.25K Hold
88
– – ﹤0.01% 426
2024
Q2 		$1.9K Hold
88
– – ﹤0.01% 539
2024
Q1 		$1.97K Hold
88
– – ﹤0.01% 472
2023
Q4 		$1.7K Buy
+88
New +$1.56K ﹤0.01% 483

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

Beaird Harris Wealth Management's MTG Position: Q2 2026 in Review

Beaird Harris Wealth Management held its MGIC Investment (MTG) position steady in Q2 2026 at 54 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Beaird Harris Wealth Management first reported a position in MTG in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.15K in Q4 2025. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Beaird Harris Wealth Management held 54 shares of MGIC Investment worth $1.52K as of Q2 2026.
  • Beaird Harris Wealth Management left its MGIC Investment share count unchanged in Q2 2026.
  • MGIC Investment made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #542 holding.
  • Beaird Harris Wealth Management first reported a position in MGIC Investment in Q4 2023 and has held it in 11 quarters since.
  • Beaird Harris Wealth Management's MGIC Investment position peaked at $4.15K in Q4 2025.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.