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Belmont Capital’s MGIC Investment MTG Stock Holding History

Belmont 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
2025
Q2 		$421K Hold
15,116
– – 0.06% 81
2025
Q1 		$375K Hold
15,116
– – 0.07% 87
2024
Q4 		$358K Hold
15,116
– – 0.06% 60
2024
Q3 		$387K Sell
15,116
-644
-4% -$15.5K 0.06% 83
2024
Q2 		$340K Hold
15,760
– – 0.06% 99
2024
Q1 		$352K Hold
15,760
– – 0.1% 68
2023
Q4 		$304K Hold
15,760
– – 0.13% 65
2023
Q3 		$263K Buy
15,760
+14,348
+1,016% +$244K 0.14% 58
2023
Q2 		$22.3K Buy
1,412
+317
+29% +$4.7K 0.01% 98
2023
Q1 		$14.7K Buy
+1,095
New +$14.7K 0.01% 82
2022
Q4 		– Sell
-1,160
Closed -$15K – 132
2022
Q3 		$15K Buy
+1,160
New +$16.2K 0.02% 61

Other funds holding MTG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Belmont Capital's MTG Position: Q2 2025 in Review

Belmont Capital held its MGIC Investment (MTG) position steady in Q2 2025 at 15,116 shares worth $421K. The position accounts for 0.06% of the portfolio, ranked #81.

Belmont Capital first reported a position in MTG in Q3 2022 and has held it in 11 quarters since. 468 funds tracked by Wall St. Rank hold MTG as of Q2 2025.

  • Belmont Capital held 15,116 shares of MGIC Investment worth $421K as of Q2 2025.
  • Belmont Capital left its MGIC Investment share count unchanged in Q2 2025.
  • MGIC Investment made up 0.06% of Belmont Capital's portfolio in Q2 2025, its #81 holding.
  • Belmont Capital first reported a position in MGIC Investment in Q3 2022 and has held it in 11 quarters since.
  • 468 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2025.

Based on Belmont Capital's 13F filing for Q2 2025, filed 12 Aug 2025.