Cary Street Partners Investment Advisory’s MGIC Investment MTG Stock Holding History

Cary Street Partners Investment Advisory’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	$47.3K	Buy	1,676 +146	+10%	+$3.89K	0.01%	595
2026 Q1	$40.2K	Buy	1,530 +1,378	+907%	+$36.8K	0.01%	563
2025 Q4	$4.44K	Buy	152 +27	+22%	+$758	﹤0.01%	645
2025 Q3	$3.55K	Sell	125 -19	-13%	-$518	﹤0.01%	573
2025 Q2	$4.01K	Buy	144 +63	+78%	+$1.62K	﹤0.01%	548
2025 Q1	$2.01K	Buy	+81	New	+$1.96K	﹤0.01%	540
2024 Q4	–	Sell	-8,800	Closed	-$225K	–	670
2024 Q3	$225K	Buy	+8,800	New	+$212K	0.01%	699
2023 Q4	–	Sell	-8,750	Closed	-$146K	–	1370
2023 Q3	$146K	Hold	8,750	–	–	0.01%	624
2023 Q2	$138K	Hold	8,750	–	–	0.01%	602
2023 Q1	$117K	Sell	8,750 -1,250	-13%	-$16.8K	0.01%	563
2022 Q4	$130K	Hold	10,000	–	–	0.01%	542
2022 Q3	$128K	Hold	10,000	–	–	0.01%	477
2022 Q2	$126K	Hold	10,000	–	–	0.01%	485
2022 Q1	$136K	Buy	+10,000	New	+$150K	0.04%	266

Other funds holding MTG

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

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

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

NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Cary Street Partners Investment Advisory's MTG Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its MGIC Investment (MTG) stake by 9.5% in Q2 2026, buying an estimated $3.89K and bringing the position to 1,676 shares worth $47.3K. The position accounts for 0.01% of the portfolio, ranked #595.

Cary Street Partners Investment Advisory first reported a position in MTG in Q1 2022 and has held it in 14 quarters since. The position peaked at $225K in Q3 2024. 263 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

Cary Street Partners Investment Advisory held 1,676 shares of MGIC Investment worth $47.3K as of Q2 2026.
Cary Street Partners Investment Advisory bought 146 MGIC Investment shares in Q2 2026, an estimated $3.89K.
MGIC Investment made up 0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #595 holding.
Cary Street Partners Investment Advisory first reported a position in MGIC Investment in Q1 2022 and has held it in 14 quarters since.
Cary Street Partners Investment Advisory's MGIC Investment position peaked at $225K in Q3 2024.
263 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.