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Capital Advisors Ltd’s MGIC Investment MTG Stock Holding History

Capital Advisors Ltd’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 		$6K Buy
230
+115
+100% +$3.06K ﹤0.01% 940
2026
Q1 		$3K Sell
115
-9
-7% -$241 ﹤0.01% 1048
2025
Q4 		$4K Sell
124
-35
-22% -$983 ﹤0.01% 979
2025
Q3 		$5K Buy
159
+44
+38% +$1.2K ﹤0.01% 922
2025
Q2 		$3K Hold
115
– – ﹤0.01% 1005
2025
Q1 		$3K Hold
115
– – ﹤0.01% 991
2024
Q4 		$3K Hold
115
– – ﹤0.01% 1015
2024
Q3 		$3K Hold
115
– – ﹤0.01% 1004
2024
Q2 		$2K Buy
115
+31
+37% +$643 ﹤0.01% 1069
2024
Q1 		$2K Hold
84
– – ﹤0.01% 1056
2023
Q4 		$2K Hold
84
– – ﹤0.01% 1034
2023
Q3 		$1K Hold
84
– – ﹤0.01% 1173
2023
Q2 		$1K Buy
+84
New +$1.25K ﹤0.01% 1182

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
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Capital Advisors Ltd's MTG Position: Q2 2026 in Review

Capital Advisors Ltd increased its MGIC Investment (MTG) stake by 100% in Q2 2026, buying an estimated $3.06K and bringing the position to 230 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #940.

Capital Advisors Ltd first reported a position in MTG in Q2 2023 and has held it in 13 quarters since. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Capital Advisors Ltd held 230 shares of MGIC Investment worth $6K as of Q2 2026.
  • Capital Advisors Ltd bought 115 MGIC Investment shares in Q2 2026, an estimated $3.06K.
  • MGIC Investment made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #940 holding.
  • Capital Advisors Ltd first reported a position in MGIC Investment in Q2 2023 and has held it in 13 quarters since.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.