CI
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CX Institutional’s MGIC Investment MTG Stock Holding History

CX Institutional’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
-157
Closed -$4K – 1234
2025
Q1 		$4K Buy
+157
New +$3.8K ﹤0.01% 1090
2024
Q4 		– Sell
-191,829
Closed -$4.91M – 577
2024
Q3 		$4.91M Buy
+191,829
New +$4.62M 0.22% 126

Other funds holding MTG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CX Institutional's MTG Position: Q2 2025 in Review

CX Institutional sold out of MGIC Investment (MTG) in Q2 2025, closing a stake of 157 shares — an estimated $4K sold.

CX Institutional first reported a position in MTG in Q3 2024 and held it in 2 quarters. The position peaked at $4.91M in Q3 2024. 469 funds tracked by Wall St. Rank hold MTG as of Q2 2025.

  • CX Institutional reported no remaining MGIC Investment position as of Q2 2025 after selling out during the quarter.
  • CX Institutional sold 157 MGIC Investment shares in Q2 2025, an estimated $4K.
  • CX Institutional first reported a position in MGIC Investment in Q3 2024 and held it in 2 quarters.
  • CX Institutional's MGIC Investment position peaked at $4.91M in Q3 2024.
  • 469 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2025.

Based on CX Institutional's 13F filing for Q2 2025, filed 11 Jul 2025.