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Blue Trust Inc’s MGIC Investment MTG Stock Holding History

Blue Trust Inc’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 		$80.9K Sell
2,869
-74
-3% -$1.97K ﹤0.01% 1136
2026
Q1 		$77.3K Hold
2,943
– – ﹤0.01% 1137
2025
Q4 		$86K Sell
2,943
-1,226
-29% -$34.4K ﹤0.01% 1132
2025
Q3 		$118K Sell
4,169
-453
-10% -$12.3K ﹤0.01% 999
2025
Q2 		$129K Sell
4,622
-1,112
-19% -$28.6K ﹤0.01% 936
2025
Q1 		$142K Sell
5,734
-569
-9% -$13.8K ﹤0.01% 847
2024
Q4 		$149K Sell
6,303
-7,866
-56% -$196K ﹤0.01% 762
2024
Q3 		$305K Buy
14,169
+9,184
+184% +$221K ﹤0.01% 666
2024
Q2 		$111K Buy
4,985
+3,490
+233% +$72.4K ﹤0.01% 929
2024
Q1 		$33.4K Sell
1,495
-1,081
-42% -$21.6K ﹤0.01% 1053
2023
Q4 		$43K Buy
2,576
+849
+49% +$15K ﹤0.01% 995
2023
Q3 		$27K Buy
1,727
+139
+9% +$2.36K ﹤0.01% 1076
2023
Q2 		$21K Sell
1,588
-1,455
-48% -$21.6K ﹤0.01% 1031
2023
Q1 		$40K Buy
3,043
+2,183
+254% +$29.4K ﹤0.01% 1118
2022
Q4 		$11K Buy
860
+480
+126% +$6.31K ﹤0.01% 1512
2022
Q3 		$5K Buy
380
+20
+6% +$280 ﹤0.01% 1572
2022
Q2 		$5K Buy
+360
New +$4.73K ﹤0.01% 1443

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

Blue Trust Inc's MTG Position: Q2 2026 in Review

Blue Trust Inc reduced its MGIC Investment (MTG) stake by 2.5% in Q2 2026, selling an estimated $1.97K and leaving 2,869 shares worth $80.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1136.

Blue Trust Inc first reported a position in MTG in Q2 2022 and has held it in 17 quarters since. The position peaked at $305K in Q3 2024. 506 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Blue Trust Inc held 2,869 shares of MGIC Investment worth $80.9K as of Q2 2026.
  • Blue Trust Inc sold 74 MGIC Investment shares in Q2 2026, an estimated $1.97K.
  • MGIC Investment made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1136 holding.
  • Blue Trust Inc first reported a position in MGIC Investment in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's MGIC Investment position peaked at $305K in Q3 2024.
  • 506 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.