Cerity Partners
MTG icon

Cerity Partners’s MGIC Investment MTG Stock Holding History

Cerity Partners’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 		$8.5M Sell
301,326
-13,812
-4% -$368K 0.01% 850
2026
Q1 		$8.27M Sell
315,138
-128,877
-29% -$3.44M 0.01% 791
2025
Q4 		$13M Buy
444,015
+146,185
+49% +$4.11M 0.02% 543
2025
Q3 		$8.45M Buy
297,830
+59,324
+25% +$1.62M 0.01% 651
2025
Q2 		$6.64M Buy
238,506
+160,199
+205% +$4.12M 0.01% 694
2025
Q1 		$1.94M Buy
78,307
+29,104
+59% +$705K ﹤0.01% 1142
2024
Q4 		$1.18M Buy
49,203
+35,945
+271% +$898K ﹤0.01% 1340
2024
Q3 		$339K Buy
+13,258
New +$319K ﹤0.01% 1980
2024
Q2 		– Sell
-8,983
Closed -$201K – 2340
2024
Q1 		$201K Buy
+8,983
New +$179K ﹤0.01% 2109

Other funds holding MTG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Cerity Partners's MTG Position: Q2 2026 in Review

Cerity Partners reduced its MGIC Investment (MTG) stake by 4.4% in Q2 2026, selling an estimated $368K and leaving 301,326 shares worth $8.5M. The position accounts for 0.01% of the portfolio, ranked #850.

Cerity Partners first reported a position in MTG in Q1 2024 and has held it in 9 quarters since. The position peaked at $13M in Q4 2025. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Cerity Partners held 301,326 shares of MGIC Investment worth $8.5M as of Q2 2026.
  • Cerity Partners sold 13,812 MGIC Investment shares in Q2 2026, an estimated $368K.
  • MGIC Investment made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #850 holding.
  • Cerity Partners first reported a position in MGIC Investment in Q1 2024 and has held it in 9 quarters since.
  • Cerity Partners's MGIC Investment position peaked at $13M in Q4 2025.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.