Corient Private Wealth
MTG icon

Corient Private Wealth’s MGIC Investment MTG Stock Holding History

Corient Private Wealth’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 		$9.93M Sell
351,994
-17,980
-5% -$479K 0.01% 653
2026
Q1 		$9.68M Buy
369,974
+150,514
+69% +$4.02M 0.01% 636
2025
Q4 		$6.41M Buy
219,460
+39,072
+22% +$1.1M 0.01% 689
2025
Q3 		$5.12M Sell
180,388
-120,401
-40% -$3.28M 0.01% 704
2025
Q2 		$8.37M Buy
300,789
+144,650
+93% +$3.72M 0.01% 563
2025
Q1 		$3.87M Buy
156,139
+5,537
+4% +$134K 0.01% 753
2024
Q4 		$3.57M Buy
150,602
+2,210
+1% +$55.2K 0.01% 804
2024
Q3 		$3.8M Buy
148,392
+14,882
+11% +$359K 0.01% 837
2024
Q2 		$2.88M Buy
133,510
+11,059
+9% +$229K 0.01% 884
2024
Q1 		$2.74M Sell
122,451
-1,249
-1% -$24.9K ﹤0.01% 886
2023
Q4 		$2.39M Buy
123,700
+93,994
+316% +$1.66M ﹤0.01% 927
2023
Q3 		$496K Buy
29,706
+119
+0.4% +$2.02K ﹤0.01% 1505
2023
Q2 		$467K Sell
29,587
-36,058
-55% -$535K ﹤0.01% 1486
2023
Q1 		$881K Sell
65,645
-690
-1% -$9.29K ﹤0.01% 1144
2022
Q4 		$862K Buy
+66,335
New +$872K ﹤0.01% 961

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

Corient Private Wealth's MTG Position: Q2 2026 in Review

Corient Private Wealth reduced its MGIC Investment (MTG) stake by 4.9% in Q2 2026, selling an estimated $479K and leaving 351,994 shares worth $9.93M. The position accounts for 0.01% of the portfolio, ranked #653.

Corient Private Wealth first reported a position in MTG in Q4 2022 and has held it in 15 quarters since. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Corient Private Wealth held 351,994 shares of MGIC Investment worth $9.93M as of Q2 2026.
  • Corient Private Wealth sold 17,980 MGIC Investment shares in Q2 2026, an estimated $479K.
  • MGIC Investment made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #653 holding.
  • Corient Private Wealth first reported a position in MGIC Investment in Q4 2022 and has held it in 15 quarters since.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.