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Clearstead Advisors’s MGIC Investment MTG Stock Holding History

Clearstead 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
Q2 		$89K Buy
3,157
+3,087
+4,410% +$82.3K ﹤0.01% 1327
2026
Q1 		$1.84K Sell
70
-944
-93% -$25.2K ﹤0.01% 1920
2025
Q4 		$29.6K Sell
1,014
-1,195
-54% -$33.6K ﹤0.01% 1586
2025
Q3 		$62.7K Buy
2,209
+438
+25% +$11.9K ﹤0.01% 1207
2025
Q2 		$49.3K Buy
1,771
+1,130
+176% +$29.1K ﹤0.01% 1300
2025
Q1 		$15.9K Buy
641
+625
+3,906% +$15.1K ﹤0.01% 1484
2024
Q4 		$380 Buy
+16
New +$400 ﹤0.01% 1999

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 $3.37T AUM 44.26% 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

Clearstead Advisors's MTG Position: Q2 2026 in Review

Clearstead Advisors increased its MGIC Investment (MTG) stake by 4,410% in Q2 2026, buying an estimated $82.3K and bringing the position to 3,157 shares worth $89K. The position accounts for ﹤0.01% of the portfolio, ranked #1327.

Clearstead Advisors first reported a position in MTG in Q4 2024 and has held it in 7 quarters since. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Clearstead Advisors held 3,157 shares of MGIC Investment worth $89K as of Q2 2026.
  • Clearstead Advisors bought 3,087 MGIC Investment shares in Q2 2026, an estimated $82.3K.
  • MGIC Investment made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1327 holding.
  • Clearstead Advisors first reported a position in MGIC Investment in Q4 2024 and has held it in 7 quarters since.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.