Carson Wealth (CWM LLC)’s MGIC Investment MTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.27M | Sell |
162,716
-62,137
| -28% | -$1.66M | 0.01% | 881 |
|
|
2025
Q4 | $6.57M | Buy |
224,853
+66,082
| +42% | +$1.86M | 0.02% | 675 |
|
|
2025
Q3 | $4.5M | Buy |
158,771
+59,218
| +59% | +$1.61M | 0.01% | 760 |
|
|
2025
Q2 | $2.77M | Buy |
99,553
+90,728
| +1,028% | +$2.33M | 0.01% | 821 |
|
|
2025
Q1 | $219K | Buy |
8,825
+3,820
| +76% | +$92.5K | ﹤0.01% | 1863 |
|
|
2024
Q4 | $119K | Sell |
5,005
-490
| -9% | -$12.2K | ﹤0.01% | 2174 |
|
|
2024
Q3 | $141K | Buy |
5,495
+2,952
| +116% | +$71.1K | ﹤0.01% | 1972 |
|
|
2024
Q2 | $55K | Buy |
2,543
+368
| +17% | +$7.63K | ﹤0.01% | 2413 |
|
|
2024
Q1 | $49K | Buy |
2,175
+1,552
| +249% | +$31K | ﹤0.01% | 2310 |
|
|
2023
Q4 | $12K | Sell |
623
-757
| -55% | -$13.4K | ﹤0.01% | 3089 |
|
|
2023
Q3 | $23K | Hold |
1,380
| – | – | ﹤0.01% | 2604 |
|
|
2023
Q2 | $22K | Buy |
1,380
+188
| +16% | +$2.79K | ﹤0.01% | 2582 |
|
|
2023
Q1 | $16K | Buy |
1,192
+300
| +34% | +$4.04K | ﹤0.01% | 2658 |
|
|
2022
Q4 | $12K | Sell |
892
-68
| -7% | -$894 | ﹤0.01% | 2705 |
|
|
2022
Q3 | $12K | Buy |
960
+253
| +36% | +$3.54K | ﹤0.01% | 2577 |
|
|
2022
Q2 | $9K | Sell |
707
-451
| -39% | -$5.93K | ﹤0.01% | 2648 |
|
|
2022
Q1 | $16K | Buy |
1,158
+576
| +99% | +$8.64K | ﹤0.01% | 2223 |
|
|
2021
Q4 | $8K | Buy |
+582
| New | +$8.82K | ﹤0.01% | 2485 |
|
|
2021
Q2 | $4K | Hold |
282
| – | – | ﹤0.01% | 2453 |
|
|
2021
Q1 | $4K | Hold |
282
| – | – | ﹤0.01% | 2453 |
|
|
2020
Q4 | $4K | Hold |
282
| – | – | ﹤0.01% | 2452 |
|
|
2020
Q3 | $4K | Hold |
282
| – | – | ﹤0.01% | 2452 |
|
|
2020
Q2 | $4K | Hold |
282
| – | – | ﹤0.01% | 2452 |
|
|
2020
Q1 | $4K | Hold |
282
| – | – | ﹤0.01% | 2452 |
|
|
2019
Q4 | $4K | Hold |
282
| – | – | ﹤0.01% | 2451 |
|
|
2019
Q3 | $4K | Hold |
282
| – | – | ﹤0.01% | 2451 |
|
|
2019
Q2 | $4K | Hold |
282
| – | – | ﹤0.01% | 2451 |
|
|
2019
Q1 | $4K | Buy |
282
+116
| +70% | +$1.45K | ﹤0.01% | 2449 |
|
|
2018
Q4 | $2K | Buy |
166
+139
| +515% | +$1.63K | ﹤0.01% | 1774 |
|
|
2018
Q3 | $0 | Buy |
+27
| New | +$335 | ﹤0.01% | 1934 |
|
|
2018
Q2 | – | Sell |
-200
| Closed | -$3K | – | 1742 |
|
|
2018
Q1 | $3K | Sell |
200
-152
| -43% | -$2.15K | ﹤0.01% | 1109 |
|
|
2017
Q4 | $5K | Hold |
352
| – | – | ﹤0.01% | 1097 |
|
|
2017
Q3 | $4K | Buy |
+352
| New | +$4.09K | ﹤0.01% | 1145 |
|
Other funds holding MTG
VPM
VCM
Carson Wealth (CWM LLC)'s MTG Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its MGIC Investment (MTG) stake by 28% in Q1 2026, selling an estimated $1.66M and leaving 162,716 shares worth $4.27M. The position accounts for 0.01% of the portfolio, ranked #881.
Carson Wealth (CWM LLC) first reported a position in MTG in Q3 2017 and has held it in 33 quarters since. The position peaked at $6.57M in Q4 2025. 510 funds tracked by Wall St. Rank hold MTG as of Q1 2026.
- Carson Wealth (CWM LLC) held 162,716 shares of MGIC Investment worth $4.27M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 62,137 MGIC Investment shares in Q1 2026, an estimated $1.66M.
- MGIC Investment made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #881 holding.
- Carson Wealth (CWM LLC) first reported a position in MGIC Investment in Q3 2017 and has held it in 33 quarters since.
- Carson Wealth (CWM LLC)'s MGIC Investment position peaked at $6.57M in Q4 2025.
- 510 funds tracked by Wall St. Rank held MGIC Investment as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.