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Crestwood Advisors Group’s MGIC Investment MTG Stock Holding History

Crestwood Advisors 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 		$256K Buy
+9,093
New +$242K ﹤0.01% 746

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Crestwood Advisors Group's MTG Position: Q2 2026 in Review

Crestwood Advisors Group opened a new position in MGIC Investment (MTG) in Q2 2026: 9,093 shares worth $256K. The stake represents ﹤0.01% of the portfolio and ranks #746 among its holdings.

506 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Crestwood Advisors Group held 9,093 shares of MGIC Investment worth $256K as of Q2 2026.
  • MGIC Investment was a new Crestwood Advisors Group position in Q2 2026.
  • MGIC Investment made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #746 holding.
  • 506 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.