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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
Q2 		$552K Buy
19,574
+75
+0.4% +$2K ﹤0.01% 1347
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 $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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Concurrent Investment Advisors's MTG Position: Q2 2026 in Review

Concurrent Investment Advisors increased its MGIC Investment (MTG) stake by 0.38% in Q2 2026, buying an estimated $2K and bringing the position to 19,574 shares worth $552K. The position accounts for ﹤0.01% of the portfolio, ranked #1347.

Concurrent Investment Advisors first reported a position in MTG in Q4 2023 and has held it in 11 quarters since. 508 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Concurrent Investment Advisors held 19,574 shares of MGIC Investment worth $552K as of Q2 2026.
  • Concurrent Investment Advisors bought 75 MGIC Investment shares in Q2 2026, an estimated $2K.
  • MGIC Investment made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1347 holding.
  • Concurrent Investment Advisors first reported a position in MGIC Investment in Q4 2023 and has held it in 11 quarters since.
  • 508 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.