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 Q3	–	Sell	-470	Closed	-$13.6K	–	1119
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Cornerstone Planning Group's MTG Position: Q3 2026 in Review

Cornerstone Planning Group sold out of MGIC Investment (MTG) in Q3 2026, closing a stake of 470 shares — an estimated $13.6K sold.

Cornerstone Planning Group first reported a position in MTG in Q4 2022 and held it in 14 quarters. The position peaked at $13.6K in Q2 2026. 99 funds tracked by Wall St. Rank hold MTG as of Q3 2026.

Cornerstone Planning Group reported no remaining MGIC Investment position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 470 MGIC Investment shares in Q3 2026, an estimated $13.6K.
Cornerstone Planning Group first reported a position in MGIC Investment in Q4 2022 and held it in 14 quarters.
Cornerstone Planning Group's MGIC Investment position peaked at $13.6K in Q2 2026.
99 funds tracked by Wall St. Rank held MGIC Investment as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.