EIG
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Ellenbecker Investment Group’s MGIC Investment MTG Stock Holding History

Ellenbecker Investment Group’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 		$432K Sell
15,315
-13,995
-48% -$373K 0.05% 93
2026
Q1 		$769K Buy
29,310
+9,704
+49% +$259K 0.1% 53
2025
Q4 		$573K Buy
19,606
+5
+0% +$140 0.08% 66
2025
Q3 		$556K Buy
19,601
+4
+0% +$109 0.08% 67
2025
Q2 		$546K Sell
19,597
-13,853
-41% -$356K 0.09% 64
2025
Q1 		$829K Buy
33,450
+21,890
+189% +$530K 0.15% 47
2024
Q4 		$274K Sell
11,560
-325
-3% -$8.12K 0.05% 95
2024
Q3 		$304K Sell
11,885
-9,274
-44% -$223K 0.06% 85
2024
Q2 		$456K Buy
+21,159
New +$439K 0.09% 66

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 $3.37T AUM 44.26% 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

Ellenbecker Investment Group's MTG Position: Q2 2026 in Review

Ellenbecker Investment Group reduced its MGIC Investment (MTG) stake by 48% in Q2 2026, selling an estimated $373K and leaving 15,315 shares worth $432K. The position accounts for 0.05% of the portfolio, ranked #93.

Ellenbecker Investment Group first reported a position in MTG in Q2 2024 and has held it in 9 quarters since. The position peaked at $829K in Q1 2025. 509 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Ellenbecker Investment Group held 15,315 shares of MGIC Investment worth $432K as of Q2 2026.
  • Ellenbecker Investment Group sold 13,995 MGIC Investment shares in Q2 2026, an estimated $373K.
  • MGIC Investment made up 0.05% of Ellenbecker Investment Group's portfolio in Q2 2026, its #93 holding.
  • Ellenbecker Investment Group first reported a position in MGIC Investment in Q2 2024 and has held it in 9 quarters since.
  • Ellenbecker Investment Group's MGIC Investment position peaked at $829K in Q1 2025.
  • 509 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Ellenbecker Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.