Burns Matteson Capital Management’s MGIC Investment MTG Stock Holding History

Burns Matteson Capital 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	–	Sell	-19,997	Closed	-$525K	–	229
2026 Q1	$525K	Sell	19,997 -67	-0.3%	-$1.79K	0.19%	110
2025 Q4	$586K	Buy	+20,064	New	+$563K	0.21%	79
2025 Q3	–	Sell	-18,897	Closed	-$526K	–	224
2025 Q2	$526K	Sell	18,897 -784	-4%	-$20.2K	0.25%	69
2025 Q1	$488K	Buy	+19,681	New	+$477K	0.26%	70
2024 Q4	–	Sell	-15,966	Closed	-$409K	–	182
2024 Q3	$409K	Buy	+15,966	New	+$385K	0.23%	76

Other funds holding MTG

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Burns Matteson Capital Management's MTG Position: Q2 2026 in Review

Burns Matteson Capital Management sold out of MGIC Investment (MTG) in Q2 2026, closing a stake of 19,997 shares — an estimated $525K sold.

Burns Matteson Capital Management first reported a position in MTG in Q3 2024 and held it in 5 quarters. The position peaked at $586K in Q4 2025. 156 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

Burns Matteson Capital Management reported no remaining MGIC Investment position as of Q2 2026 after selling out during the quarter.
Burns Matteson Capital Management sold 19,997 MGIC Investment shares in Q2 2026, an estimated $525K.
Burns Matteson Capital Management first reported a position in MGIC Investment in Q3 2024 and held it in 5 quarters.
Burns Matteson Capital Management's MGIC Investment position peaked at $586K in Q4 2025.
156 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.