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Caerus Investment Advisors’s MGIC Investment MTG Stock Holding History

Caerus 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
Q1 		– Sell
-16,230
Closed -$474K – 342
2025
Q4 		$474K Buy
16,230
+7,146
+79% +$201K 0.15% 153
2025
Q3 		$258K Buy
+9,084
New +$248K 0.11% 220

Other funds holding MTG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Caerus Investment Advisors's MTG Position: Q1 2026 in Review

Caerus Investment Advisors sold out of MGIC Investment (MTG) in Q1 2026, closing a stake of 16,230 shares — an estimated $474K sold.

Caerus Investment Advisors first reported a position in MTG in Q3 2025 and held it in 2 quarters. The position peaked at $474K in Q4 2025. 509 funds tracked by Wall St. Rank hold MTG as of Q1 2026.

  • Caerus Investment Advisors reported no remaining MGIC Investment position as of Q1 2026 after selling out during the quarter.
  • Caerus Investment Advisors sold 16,230 MGIC Investment shares in Q1 2026, an estimated $474K.
  • Caerus Investment Advisors first reported a position in MGIC Investment in Q3 2025 and held it in 2 quarters.
  • Caerus Investment Advisors's MGIC Investment position peaked at $474K in Q4 2025.
  • 509 funds tracked by Wall St. Rank held MGIC Investment as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.