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Bogart Wealth LLC’s MGIC Investment MTG Stock Holding History

Bogart Wealth LLC’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 		$479 Hold
17
– – ﹤0.01% 1812
2026
Q1 		$446 Buy
+17
New +$454 ﹤0.01% 1625

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AQR Capital Management
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JP Morgan Chase
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LSV Asset Management
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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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

Bogart Wealth LLC's MTG Position: Q2 2026 in Review

Bogart Wealth LLC held its MGIC Investment (MTG) position steady in Q2 2026 at 17 shares worth $479. The position accounts for ﹤0.01% of the portfolio, ranked #1812.

Bogart Wealth LLC first reported a position in MTG in Q1 2026 and has held it in 2 quarters since. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Bogart Wealth LLC held 17 shares of MGIC Investment worth $479 as of Q2 2026.
  • Bogart Wealth LLC left its MGIC Investment share count unchanged in Q2 2026.
  • MGIC Investment made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1812 holding.
  • Bogart Wealth LLC first reported a position in MGIC Investment in Q1 2026 and has held it in 2 quarters since.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.