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Bell Investment Advisors’s MGIC Investment MTG Stock Holding History

Bell Investment 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 		$16.4K Hold
580
– – ﹤0.01% 540
2026
Q1 		$15.2K Hold
580
– – ﹤0.01% 526
2025
Q4 		$16.9K Hold
580
– – ﹤0.01% 502
2025
Q3 		$16.5K Sell
580
-311
-35% -$8.48K ﹤0.01% 467
2025
Q2 		$24.8K Buy
891
+50
+6% +$1.29K ﹤0.01% 370
2025
Q1 		$20.8K Hold
841
– – ﹤0.01% 375
2024
Q4 		$19.9K Sell
841
-131
-13% -$3.27K ﹤0.01% 390
2024
Q3 		$24.9K Hold
972
– – ﹤0.01% 348
2024
Q2 		$20.9K Hold
972
– – ﹤0.01% 387
2024
Q1 		$21.7K Buy
972
+74
+8% +$1.48K ﹤0.01% 364
2023
Q4 		$17.3K Buy
898
+87
+11% +$1.54K ﹤0.01% 389
2023
Q3 		$13.5K Buy
811
+391
+93% +$6.64K ﹤0.01% 401
2023
Q2 		$6.63K Buy
420
+51
+14% +$757 ﹤0.01% 679
2023
Q1 		$4.95K Buy
369
+218
+144% +$2.94K ﹤0.01% 797
2022
Q4 		$1.96K Sell
151
-32
-17% -$421 ﹤0.01% 1301
2022
Q3 		$2K Buy
183
+36
+24% +$504 ﹤0.01% 1158
2022
Q2 		$2K Buy
+147
New +$1.93K ﹤0.01% 1190
2021
Q4 		$1K Hold
46
– – ﹤0.01% 1520
2021
Q3 		$1K Buy
+46
New +$666 ﹤0.01% 1469

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 $3.38T AUM 44.17% 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

Bell Investment Advisors's MTG Position: Q2 2026 in Review

Bell Investment Advisors held its MGIC Investment (MTG) position steady in Q2 2026 at 580 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

Bell Investment Advisors first reported a position in MTG in Q3 2021 and has held it in 19 quarters since. The position peaked at $24.9K in Q3 2024. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Bell Investment Advisors held 580 shares of MGIC Investment worth $16.4K as of Q2 2026.
  • Bell Investment Advisors left its MGIC Investment share count unchanged in Q2 2026.
  • MGIC Investment made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #540 holding.
  • Bell Investment Advisors first reported a position in MGIC Investment in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's MGIC Investment position peaked at $24.9K in Q3 2024.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.