CAL
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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
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 $5.7T 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 $1.47T 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 $86.6B AUM 38.74% 1-Year Est. Return