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Callan Family Office’s MGIC Investment MTG Stock Holding History

Callan Family Office’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 		$685K Buy
24,298
+725
+3% +$19.3K 0.01% 711
2026
Q1 		$619K Buy
23,573
+2,580
+12% +$69K 0.01% 698
2025
Q4 		$613K Buy
20,993
+10,310
+97% +$290K 0.01% 707
2025
Q3 		$303K Sell
10,683
-5,773
-35% -$157K 0.01% 705
2025
Q2 		$458K Buy
+16,456
New +$423K 0.01% 615

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

Callan Family Office's MTG Position: Q2 2026 in Review

Callan Family Office increased its MGIC Investment (MTG) stake by 3.1% in Q2 2026, buying an estimated $19.3K and bringing the position to 24,298 shares worth $685K. The position accounts for 0.01% of the portfolio, ranked #711.

Callan Family Office first reported a position in MTG in Q2 2025 and has held it in 5 quarters since. 508 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Callan Family Office held 24,298 shares of MGIC Investment worth $685K as of Q2 2026.
  • Callan Family Office bought 725 MGIC Investment shares in Q2 2026, an estimated $19.3K.
  • MGIC Investment made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #711 holding.
  • Callan Family Office first reported a position in MGIC Investment in Q2 2025 and has held it in 5 quarters since.
  • 508 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.