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Cornerstone Planning Group’s MGIC Investment MTG Stock Holding History

Cornerstone Planning Group’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 		$13.6K Buy
470
+13
+3% +$347 ﹤0.01% 793
2026
Q1 		$12K Buy
457
+3
+0.7% +$80 ﹤0.01% 845
2025
Q4 		$12K Sell
454
-1
-0.2% -$28 ﹤0.01% 747
2025
Q3 		$12.5K Buy
455
+6
+1% +$164 ﹤0.01% 714
2025
Q2 		$12.1K Buy
449
+2
+0.4% +$51 ﹤0.01% 517
2025
Q1 		$10.8K Buy
447
+3
+0.7% +$73 ﹤0.01% 551
2024
Q4 		$11.4K Buy
444
+2
+0.5% +$50 ﹤0.01% 402
2024
Q3 		$11.1K Buy
442
+2
+0.5% +$48 ﹤0.01% 397
2024
Q2 		$10.3K Buy
440
+2
+0.5% +$41 ﹤0.01% 437
2024
Q1 		$9.02K Buy
438
+3
+0.7% +$60 ﹤0.01% 424
2023
Q4 		$8.38K Buy
435
+3
+0.7% +$53 ﹤0.01% 460
2023
Q3 		$7.21K Buy
432
+3
+0.7% +$51 ﹤0.01% 480
2023
Q2 		$6.77K Buy
+429
New +$6.36K ﹤0.01% 787
2022
Q4 		$5.76K Buy
+423
New +$5.56K ﹤0.01% 825

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

Cornerstone Planning Group's MTG Position: Q2 2026 in Review

Cornerstone Planning Group increased its MGIC Investment (MTG) stake by 2.8% in Q2 2026, buying an estimated $347 and bringing the position to 470 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #793.

Cornerstone Planning Group first reported a position in MTG in Q4 2022 and has held it in 14 quarters since. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Cornerstone Planning Group held 470 shares of MGIC Investment worth $13.6K as of Q2 2026.
  • Cornerstone Planning Group bought 13 MGIC Investment shares in Q2 2026, an estimated $347.
  • MGIC Investment made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #793 holding.
  • Cornerstone Planning Group first reported a position in MGIC Investment in Q4 2022 and has held it in 14 quarters since.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.