Carnegie Lake Advisors’s MGIC Investment MTG Stock Holding History

Carnegie Lake 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 Q2	$742K	Sell	26,329 -500	-2%	-$13.3K	0.28%	84
2026 Q1	$704K	Sell	26,829 -250	-0.9%	-$6.68K	0.28%	91
2025 Q4	$791K	Hold	27,079	–	–	0.3%	83
2025 Q3	$768K	Sell	27,079 -2,500	-8%	-$68.1K	0.3%	90
2025 Q2	$823K	Buy	29,579 +750	+3%	+$19.3K	0.33%	83
2025 Q1	$714K	Hold	28,829	–	–	0.29%	85
2024 Q4	$684K	Sell	28,829 -500	-2%	-$12.5K	0.28%	82
2024 Q3	$751K	Buy	+29,329	New	+$707K	0.3%	82

Other funds holding MTG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Carnegie Lake Advisors's MTG Position: Q2 2026 in Review

Carnegie Lake Advisors reduced its MGIC Investment (MTG) stake by 1.9% in Q2 2026, selling an estimated $13.3K and leaving 26,329 shares worth $742K. The position accounts for 0.28% of the portfolio, ranked #84.

Carnegie Lake Advisors first reported a position in MTG in Q3 2024 and has held it in 8 quarters since. The position peaked at $823K in Q2 2025. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

Carnegie Lake Advisors held 26,329 shares of MGIC Investment worth $742K as of Q2 2026.
Carnegie Lake Advisors sold 500 MGIC Investment shares in Q2 2026, an estimated $13.3K.
MGIC Investment made up 0.28% of Carnegie Lake Advisors's portfolio in Q2 2026, its #84 holding.
Carnegie Lake Advisors first reported a position in MGIC Investment in Q3 2024 and has held it in 8 quarters since.
Carnegie Lake Advisors's MGIC Investment position peaked at $823K in Q2 2025.
510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Carnegie Lake Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.