Chickasaw Capital Management’s MGIC Investment MTG Stock Holding History

Chickasaw Capital Management’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 Q3	$556K	Hold	21,500	–	–	0.02%	68
2026 Q2	$606K	Hold	21,500	–	–	0.02%	66
2026 Q1	$564K	Hold	21,500	–	–	0.02%	68
2025 Q4	$628K	Hold	21,500	–	–	0.03%	65
2025 Q3	$610K	Hold	21,500	–	–	0.02%	66
2025 Q2	$599K	Hold	21,500	–	–	0.02%	65
2025 Q1	$533K	Hold	21,500	–	–	0.02%	64
2024 Q4	$510K	Hold	21,500	–	–	0.02%	64
2024 Q3	$550K	Hold	21,500	–	–	0.02%	64
2024 Q2	$463K	Hold	21,500	–	–	0.02%	65
2024 Q1	$481K	Hold	21,500	–	–	0.02%	67
2023 Q4	$415K	Hold	21,500	–	–	0.02%	69
2023 Q3	$359K	Hold	21,500	–	–	0.02%	69
2023 Q2	$339K	Hold	21,500	–	–	0.02%	72
2023 Q1	$289K	Hold	21,500	–	–	0.02%	78
2022 Q4	$279K	Hold	21,500	–	–	0.01%	76
2022 Q3	$276K	Hold	21,500	–	–	0.01%	71
2022 Q2	$271K	Hold	21,500	–	–	0.01%	73
2022 Q1	$291K	Hold	21,500	–	–	0.01%	74
2021 Q4	$310K	Hold	21,500	–	–	0.02%	79
2021 Q3	$322K	Hold	21,500	–	–	0.02%	74
2021 Q2	$292K	Hold	21,500	–	–	0.01%	78
2021 Q1	$298K	Hold	21,500	–	–	0.02%	77
2020 Q4	$270K	Hold	21,500	–	–	0.02%	75
2020 Q3	$190K	Hold	21,500	–	–	0.01%	79
2020 Q2	$176K	Hold	21,500	–	–	0.01%	74
2020 Q1	$137K	Hold	21,500	–	–	0.01%	73
2019 Q4	$305K	Hold	21,500	–	–	0.01%	70
2019 Q3	$270K	Hold	21,500	–	–	0.01%	74
2019 Q2	$283K	Hold	21,500	–	–	0.01%	72
2019 Q1	$284K	Hold	21,500	–	–	0.01%	70
2018 Q4	$225K	Hold	21,500	–	–	0.01%	81
2018 Q3	$286K	Hold	21,500	–	–	0.01%	95
2018 Q2	$230K	Hold	21,500	–	–	﹤0.01%	95
2018 Q1	$279K	Hold	21,500	–	–	0.01%	90
2017 Q4	$303K	Hold	21,500	–	–	0.01%	88
2017 Q3	$269K	Hold	21,500	–	–	0.01%	90
2017 Q2	$241K	Hold	21,500	–	–	0.01%	92
2017 Q1	$218K	Hold	21,500	–	–	﹤0.01%	94
2016 Q4	$219K	Hold	21,500	–	–	﹤0.01%	88
2016 Q3	$172K	Hold	21,500	–	–	﹤0.01%	87
2016 Q2	$128K	Hold	21,500	–	–	﹤0.01%	95
2016 Q1	$165K	Hold	21,500	–	–	0.01%	90
2015 Q4	$190K	Hold	21,500	–	–	0.01%	93
2015 Q3	$199K	Hold	21,500	–	–	0.01%	93
2015 Q2	$245K	Hold	21,500	–	–	0.01%	88
2015 Q1	$207K	Hold	21,500	–	–	0.01%	95
2014 Q4	$200K	Hold	21,500	–	–	0.01%	99
2014 Q3	$168K	Hold	21,500	–	–	0.01%	99
2014 Q2	$199K	Hold	21,500	–	–	0.01%	97
2014 Q1	$183K	Hold	21,500	–	–	0.01%	102
2013 Q4	$181K	Hold	21,500	–	–	0.01%	101
2013 Q3	$157K	Hold	21,500	–	–	0.01%	97
2013 Q2	$131K	Buy	+21,500	New	+$122K	0.01%	90

Other funds holding MTG

MCM

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Chickasaw Capital Management's MTG Position: Q3 2026 in Review

Chickasaw Capital Management held its MGIC Investment (MTG) position steady in Q3 2026 at 21,500 shares worth $556K. The position accounts for 0.02% of the portfolio, ranked #68.

Chickasaw Capital Management first reported a position in MTG in Q2 2013 and has held it in 54 quarters since. The position peaked at $628K in Q4 2025. 17 funds tracked by Wall St. Rank hold MTG as of Q3 2026.

Chickasaw Capital Management held 21,500 shares of MGIC Investment worth $556K as of Q3 2026.
Chickasaw Capital Management left its MGIC Investment share count unchanged in Q3 2026.
MGIC Investment made up 0.02% of Chickasaw Capital Management's portfolio in Q3 2026, its #68 holding.
Chickasaw Capital Management first reported a position in MGIC Investment in Q2 2013 and has held it in 54 quarters since.
Chickasaw Capital Management's MGIC Investment position peaked at $628K in Q4 2025.
17 funds tracked by Wall St. Rank held MGIC Investment as of Q3 2026.

Based on Chickasaw Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.