CIA
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Concurrent Investment Advisors’s MGIC Investment MTG Stock Holding History

Concurrent Investment 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
Q1 		$512K Buy
19,499
+1,895
+11% +$50.7K 0.01% 1204
2025
Q4 		$514K Buy
17,604
+316
+2% +$8.87K 0.01% 1137
2025
Q3 		$490K Buy
17,288
+272
+2% +$7.41K 0.01% 923
2025
Q2 		$474K Buy
17,016
+786
+5% +$20.2K 0.01% 869
2025
Q1 		$402K Buy
16,230
+70
+0.4% +$1.7K 0.01% 808
2024
Q4 		$383K Buy
16,160
+6
+0% +$150 0.01% 752
2024
Q3 		$414K Buy
16,154
+154
+1% +$3.71K 0.01% 676
2024
Q2 		$345K Hold
16,000
– – 0.01% 696
2024
Q1 		$358K Hold
16,000
– – 0.01% 629
2023
Q4 		$309K Buy
+16,000
New +$283K 0.01% 642

Other funds holding MTG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return