D.J. St. Germain’s MGIC Investment MTG Stock Holding History

D.J. St. Germain’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	-158	Closed	-$3.92K	–	924
2025 Q1	$3.92K	Buy	+158	New	+$3.83K	﹤0.01%	673

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 $3.38T AUM 44.17% 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

D.J. St. Germain's MTG Position: Q2 2025 in Review

D.J. St. Germain sold out of MGIC Investment (MTG) in Q2 2025, closing a stake of 158 shares — an estimated $3.92K sold.

D.J. St. Germain first reported a position in MTG in Q1 2025 and held it in 1 quarter. The position peaked at $3.92K in Q1 2025. 469 funds tracked by Wall St. Rank hold MTG as of Q2 2025.

D.J. St. Germain reported no remaining MGIC Investment position as of Q2 2025 after selling out during the quarter.
D.J. St. Germain sold 158 MGIC Investment shares in Q2 2025, an estimated $3.92K.
D.J. St. Germain first reported a position in MGIC Investment in Q1 2025 and held it in 1 quarter.
D.J. St. Germain's MGIC Investment position peaked at $3.92K in Q1 2025.
469 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2025.

Based on D.J. St. Germain's 13F filing for Q2 2025, filed 16 Jul 2025.