Crewe Advisors’s MGIC Investment MTG Stock Holding History

Crewe Advisors’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
2025 Q2	–	Sell	-58	Closed	-$1.44K	–	811
2025 Q1	$1.44K	Buy	+58	New	+$1.41K	﹤0.01%	561

Other funds holding MTG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Crewe Advisors's MTG Position: Q2 2025 in Review

Crewe Advisors sold out of MGIC Investment (MTG) in Q2 2025, closing a stake of 58 shares — an estimated $1.44K sold.

Crewe Advisors first reported a position in MTG in Q1 2025 and held it in 1 quarter. The position peaked at $1.44K in Q1 2025. 469 funds tracked by Wall St. Rank hold MTG as of Q2 2025.

Crewe Advisors reported no remaining MGIC Investment position as of Q2 2025 after selling out during the quarter.
Crewe Advisors sold 58 MGIC Investment shares in Q2 2025, an estimated $1.44K.
Crewe Advisors first reported a position in MGIC Investment in Q1 2025 and held it in 1 quarter.
Crewe Advisors's MGIC Investment position peaked at $1.44K in Q1 2025.
469 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2025.

Based on Crewe Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.