Claro Advisors
MTG icon

Claro Advisors’s MGIC Investment MTG Stock Holding History

Claro 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
2026
Q3 		– Sell
-12,056
Closed -$340K – 567
2026
Q2 		$340K Buy
12,056
+27
+0.2% +$720 0.04% 368
2026
Q1 		$316K Buy
+12,029
New +$322K 0.04% 355

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Bank of New York Mellon
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Wealth Enhancement Advisory Services
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Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
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Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Claro Advisors's MTG Position: Q3 2026 in Review

Claro Advisors sold out of MGIC Investment (MTG) in Q3 2026, closing a stake of 12,056 shares — an estimated $340K sold.

Claro Advisors first reported a position in MTG in Q1 2026 and held it in 2 quarters. The position peaked at $340K in Q2 2026. 234 funds tracked by Wall St. Rank hold MTG as of Q3 2026.

  • Claro Advisors reported no remaining MGIC Investment position as of Q3 2026 after selling out during the quarter.
  • Claro Advisors sold 12,056 MGIC Investment shares in Q3 2026, an estimated $340K.
  • Claro Advisors first reported a position in MGIC Investment in Q1 2026 and held it in 2 quarters.
  • Claro Advisors's MGIC Investment position peaked at $340K in Q2 2026.
  • 234 funds tracked by Wall St. Rank held MGIC Investment as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.