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MTG icon

Covestor’s MGIC Investment MTG Stock Holding History

Covestor’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 		$48K Sell
1,715
-683
-28% -$18.2K 0.03% 801
2026
Q1 		$63K Sell
2,398
-1,403
-37% -$37.5K 0.04% 557
2025
Q4 		$111K Buy
3,801
+2,300
+153% +$64.6K 0.06% 520
2025
Q3 		$43K Sell
1,501
-141
-9% -$3.84K 0.02% 976
2025
Q2 		$45K Sell
1,642
-2,419
-60% -$62.2K 0.03% 931
2025
Q1 		$101K Buy
4,061
+937
+30% +$22.7K 0.07% 484
2024
Q4 		$74K Sell
3,124
-263
-8% -$6.57K 0.05% 681
2024
Q3 		$87K Buy
3,387
+1,341
+66% +$32.3K 0.05% 611
2024
Q2 		$44K Sell
2,046
-515
-20% -$10.7K 0.03% 913
2024
Q1 		$58K Sell
2,561
-4,543
-64% -$90.6K 0.04% 830
2023
Q4 		$137K Sell
7,104
-4,103
-37% -$72.6K 0.09% 304
2023
Q3 		$187K Sell
11,207
-1,959
-15% -$33.3K 0.14% 132
2023
Q2 		$208K Sell
13,166
-240
-2% -$3.56K 0.16% 108
2023
Q1 		$180K Buy
13,406
+2,811
+27% +$37.9K 0.16% 135
2022
Q4 		$138K Buy
10,595
+3,887
+58% +$51.1K 0.11% 249
2022
Q3 		$86K Sell
6,708
-5,704
-46% -$79.8K 0.08% 431
2022
Q2 		$156K Buy
12,412
+2,770
+29% +$36.4K 0.12% 187
2022
Q1 		$131K Buy
9,642
+4,404
+84% +$66K 0.09% 343
2021
Q4 		$76K Buy
+5,238
New +$79.4K 0.11% 297

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

Covestor's MTG Position: Q2 2026 in Review

Covestor reduced its MGIC Investment (MTG) stake by 28% in Q2 2026, selling an estimated $18.2K and leaving 1,715 shares worth $48K. The position accounts for 0.03% of the portfolio, ranked #801.

Covestor first reported a position in MTG in Q4 2021 and has held it in 19 quarters since. The position peaked at $208K in Q2 2023. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Covestor held 1,715 shares of MGIC Investment worth $48K as of Q2 2026.
  • Covestor sold 683 MGIC Investment shares in Q2 2026, an estimated $18.2K.
  • MGIC Investment made up 0.03% of Covestor's portfolio in Q2 2026, its #801 holding.
  • Covestor first reported a position in MGIC Investment in Q4 2021 and has held it in 19 quarters since.
  • Covestor's MGIC Investment position peaked at $208K in Q2 2023.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.