DWM
MTG icon

Dogwood Wealth Management’s MGIC Investment MTG Stock Holding History

Dogwood Wealth Management’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 		$4.37K Buy
155
+52
+50% +$1.39K ﹤0.01% 533
2026
Q1 		$2.7K Sell
103
-263
-72% -$7.03K ﹤0.01% 588
2025
Q4 		$10.7K Buy
366
+113
+45% +$3.17K ﹤0.01% 287
2025
Q3 		$7.18K Sell
253
-77
-23% -$2.1K ﹤0.01% 332
2025
Q2 		$8.99K Buy
+330
New +$8.49K ﹤0.01% 306

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 $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Dogwood Wealth Management's MTG Position: Q2 2026 in Review

Dogwood Wealth Management increased its MGIC Investment (MTG) stake by 50% in Q2 2026, buying an estimated $1.39K and bringing the position to 155 shares worth $4.37K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

Dogwood Wealth Management first reported a position in MTG in Q2 2025 and has held it in 5 quarters since. The position peaked at $10.7K in Q4 2025. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Dogwood Wealth Management held 155 shares of MGIC Investment worth $4.37K as of Q2 2026.
  • Dogwood Wealth Management bought 52 MGIC Investment shares in Q2 2026, an estimated $1.39K.
  • MGIC Investment made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #533 holding.
  • Dogwood Wealth Management first reported a position in MGIC Investment in Q2 2025 and has held it in 5 quarters since.
  • Dogwood Wealth Management's MGIC Investment position peaked at $10.7K in Q4 2025.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.