Creative Planning’s MGIC Investment MTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $9.03M | Buy |
320,238
+61,959
| +24% | +$1.65M | 0.01% | 959 |
|
|
2026
Q1 | $6.78M | Buy |
258,279
+2,329
| +0.9% | +$62.3K | ﹤0.01% | 965 |
|
|
2025
Q4 | $7.48M | Buy |
255,950
+158,255
| +162% | +$4.44M | 0.01% | 750 |
|
|
2025
Q3 | $2.77M | Buy |
97,695
+61,564
| +170% | +$1.68M | ﹤0.01% | 1284 |
|
|
2025
Q2 | $1.01M | Buy |
36,131
+12,249
| +51% | +$315K | ﹤0.01% | 1841 |
|
|
2025
Q1 | $592K | Buy |
23,882
+1,417
| +6% | +$34.3K | ﹤0.01% | 2136 |
|
|
2024
Q4 | $533K | Buy |
22,465
+1,337
| +6% | +$33.4K | ﹤0.01% | 2159 |
|
|
2024
Q3 | $541K | Buy |
21,128
+3,204
| +18% | +$77.2K | ﹤0.01% | 2041 |
|
|
2024
Q2 | $386K | Buy |
17,924
+5,969
| +50% | +$124K | ﹤0.01% | 2161 |
|
|
2024
Q1 | $267K | Sell |
11,955
-715
| -6% | -$14.3K | ﹤0.01% | 2346 |
|
|
2023
Q4 | $244K | Buy |
+12,670
| New | +$224K | ﹤0.01% | 2255 |
|
|
2023
Q2 | – | Sell |
-161
| Closed | -$2.16K | – | 2756 |
|
|
2023
Q1 | $2.16K | Sell |
161
-21
| -12% | -$283 | ﹤0.01% | 2515 |
|
|
2022
Q4 | $2.37K | Buy |
+182
| New | +$2.39K | ﹤0.01% | 2423 |
|
|
2018
Q2 | – | Sell |
-14,118
| Closed | -$184K | – | 2137 |
|
|
2018
Q1 | $184K | Buy |
14,118
+638
| +5% | +$9.03K | ﹤0.01% | 1635 |
|
|
2017
Q4 | $190K | Sell |
13,480
-600
| -4% | -$8.44K | ﹤0.01% | 1622 |
|
|
2017
Q3 | $176K | Buy |
14,080
+345
| +3% | +$4.01K | ﹤0.01% | 1632 |
|
|
2017
Q2 | $154K | Sell |
13,735
-60
| -0.4% | -$645 | ﹤0.01% | 1671 |
|
|
2017
Q1 | $140K | Hold |
13,795
| – | – | ﹤0.01% | 1735 |
|
|
2016
Q4 | $141K | Sell |
13,795
-530
| -4% | -$4.79K | ﹤0.01% | 1623 |
|
|
2016
Q3 | $115K | Buy |
14,325
+457
| +3% | +$3.4K | ﹤0.01% | 1756 |
|
|
2016
Q2 | $83K | Hold |
13,868
| – | – | ﹤0.01% | 1794 |
|
|
2016
Q1 | $106K | Sell |
13,868
-1,371
| -9% | -$9.82K | ﹤0.01% | 1587 |
|
|
2015
Q4 | $135K | Buy |
15,239
+964
| +7% | +$9.04K | ﹤0.01% | 1461 |
|
|
2015
Q3 | $132K | Buy |
+14,275
| New | +$151K | ﹤0.01% | 1425 |
|
|
2015
Q2 | – | Sell |
-4,920
| Closed | -$47K | – | 2295 |
|
|
2015
Q1 | $47K | Buy |
4,920
+414
| +9% | +$3.79K | ﹤0.01% | 2070 |
|
|
2014
Q4 | $42K | Buy |
4,506
+105
| +2% | +$922 | ﹤0.01% | 2124 |
|
|
2014
Q3 | $34K | Sell |
4,401
-250
| -5% | -$2.05K | ﹤0.01% | 2178 |
|
|
2014
Q2 | $43K | Buy |
4,651
+385
| +9% | +$3.34K | ﹤0.01% | 1959 |
|
|
2014
Q1 | $36K | Buy |
4,266
+86
| +2% | +$748 | ﹤0.01% | 2009 |
|
|
2013
Q4 | $35K | Hold |
4,180
| – | – | ﹤0.01% | 1831 |
|
|
2013
Q3 | $30K | Buy |
4,180
+500
| +14% | +$3.55K | ﹤0.01% | 1849 |
|
|
2013
Q2 | $22K | Buy |
+3,680
| New | +$20.9K | ﹤0.01% | 1872 |
|
Other funds holding MTG
Creative Planning's MTG Position: Q2 2026 in Review
Creative Planning increased its MGIC Investment (MTG) stake by 24% in Q2 2026, buying an estimated $1.65M and bringing the position to 320,238 shares worth $9.03M. The position accounts for 0.01% of the portfolio, ranked #959.
Creative Planning first reported a position in MTG in Q2 2013 and has held it in 32 quarters since. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.
- Creative Planning held 320,238 shares of MGIC Investment worth $9.03M as of Q2 2026.
- Creative Planning bought 61,959 MGIC Investment shares in Q2 2026, an estimated $1.65M.
- MGIC Investment made up 0.01% of Creative Planning's portfolio in Q2 2026, its #959 holding.
- Creative Planning first reported a position in MGIC Investment in Q2 2013 and has held it in 32 quarters since.
- 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.