Capstone Investment Advisors
MTG icon

Capstone Investment Advisors’s MGIC Investment MTG Stock Holding History

Capstone 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
-23,723
Closed -$693K – 1767
2025
Q4 		$693K Buy
23,723
+15,887
+203% +$446K ﹤0.01% 1018
2025
Q3 		$222K Buy
+7,836
New +$214K ﹤0.01% 1778
2024
Q3 		– Sell
-12,315
Closed -$265K – 2098
2024
Q2 		$265K Buy
+12,315
New +$255K ﹤0.01% 1644
2024
Q1 		– Sell
-30,414
Closed -$587K – 2471
2023
Q4 		$587K Sell
30,414
-25,394
-46% -$449K ﹤0.01% 1267
2023
Q3 		$931K Buy
+55,808
New +$949K ﹤0.01% 1005
2018
Q1 		– Sell
-19,600
Closed -$276K – 480
2017
Q4 		$276K Buy
+19,600
New +$276K 0.01% 375
2017
Q2 		– Sell
-56,736
Closed -$574K – 833
2017
Q1 		$574K Buy
+56,736
New +$598K 0.01% 561
2016
Q3 		– Sell
-123,216
Closed -$733K – 856
2016
Q2 		$733K Buy
123,216
+80,746
+190% +$550K 0.01% 409
2016
Q1 		$325K Sell
42,470
-58,970
-58% -$422K 0.01% 492
2015
Q4 		$895K Buy
+101,440
New +$952K 0.02% 252

Other funds holding MTG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $55.1B AUM 45.38% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $194B AUM 35% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Capstone Investment Advisors sold out of MGIC Investment (MTG) in Q1 2026, closing a stake of 23,723 shares — an estimated $693K sold.

Capstone Investment Advisors first reported a position in MTG in Q4 2015 and held it in 10 quarters. The position peaked at $931K in Q3 2023. 510 funds tracked by Wall St. Rank hold MTG as of Q1 2026.

  • Capstone Investment Advisors reported no remaining MGIC Investment position as of Q1 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 23,723 MGIC Investment shares in Q1 2026, an estimated $693K.
  • Capstone Investment Advisors first reported a position in MGIC Investment in Q4 2015 and held it in 10 quarters.
  • Capstone Investment Advisors's MGIC Investment position peaked at $931K in Q3 2023.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.