Colonial Trust Advisors’s MGIC Investment MTG Stock Holding History

Colonial Trust 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	$9.45K	Hold	335	–	–	﹤0.01%	588
2026 Q1	$8.79K	Buy	+335	New	+$8.95K	﹤0.01%	549

Other funds holding MTG

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Colonial Trust Advisors's MTG Position: Q2 2026 in Review

Colonial Trust Advisors held its MGIC Investment (MTG) position steady in Q2 2026 at 335 shares worth $9.45K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Colonial Trust Advisors first reported a position in MTG in Q1 2026 and has held it in 2 quarters since. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

Colonial Trust Advisors held 335 shares of MGIC Investment worth $9.45K as of Q2 2026.
Colonial Trust Advisors left its MGIC Investment share count unchanged in Q2 2026.
MGIC Investment made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #588 holding.
Colonial Trust Advisors first reported a position in MGIC Investment in Q1 2026 and has held it in 2 quarters since.
510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.