CRC
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Curi RMB Capital’s MGIC Investment MTG Stock Holding History

Curi RMB Capital’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
Q1 		$231K Sell
8,811
-5,691
-39% -$152K ﹤0.01% 798
2025
Q4 		$424K Buy
+14,502
New +$407K 0.01% 661
2019
Q3 		– Sell
-14,000
Closed -$184K – 765
2019
Q2 		$184K Sell
14,000
-1,000
-7% -$13.9K 0.01% 711
2019
Q1 		$198K Hold
15,000
– – 0.01% 742
2018
Q4 		$157K Hold
15,000
– – 0.01% 846
2018
Q3 		$200K Sell
15,000
-78
-0.5% -$967 0.01% 835
2018
Q2 		$162K Buy
15,078
+78
+0.5% +$849 0.01% 841
2018
Q1 		$195K Sell
15,000
-157
-1% -$2.22K 0.01% 831
2017
Q4 		$214K Buy
+15,157
New +$213K 0.01% 800

Other funds holding MTG

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return