Claris Advisors’s MGIC Investment MTG Stock Holding History

Claris 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
2024 Q4	–	Sell	-24	Closed	-$614	–	747
2024 Q3	$614	Buy	+24	New	+$578	﹤0.01%	584

Other funds holding MTG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Claris Advisors's MTG Position: Q4 2024 in Review

Claris Advisors sold out of MGIC Investment (MTG) in Q4 2024, closing a stake of 24 shares — an estimated $614 sold.

Claris Advisors first reported a position in MTG in Q3 2024 and held it in 1 quarter. The position peaked at $614 in Q3 2024. 410 funds tracked by Wall St. Rank hold MTG as of Q4 2024.

Claris Advisors reported no remaining MGIC Investment position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 24 MGIC Investment shares in Q4 2024, an estimated $614.
Claris Advisors first reported a position in MGIC Investment in Q3 2024 and held it in 1 quarter.
Claris Advisors's MGIC Investment position peaked at $614 in Q3 2024.
410 funds tracked by Wall St. Rank held MGIC Investment as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.