Empirical Wealth Management’s MGIC Investment MTG Stock Holding History

Empirical 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	$875K	Buy	31,035 +4,955	+19%	+$132K	0.01%	444
2026 Q1	$685K	Buy	26,080 +5,037	+24%	+$135K	0.01%	457
2025 Q4	$615K	Buy	21,043 +11,251	+115%	+$316K	0.01%	451
2025 Q3	$278K	Buy	+9,792	New	+$267K	0.01%	639

Other funds holding MTG

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Empirical Wealth Management increased its MGIC Investment (MTG) stake by 19% in Q2 2026, buying an estimated $132K and bringing the position to 31,035 shares worth $875K. The position accounts for 0.01% of the portfolio, ranked #444.

Empirical Wealth Management first reported a position in MTG in Q3 2025 and has held it in 4 quarters since. 308 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

Empirical Wealth Management held 31,035 shares of MGIC Investment worth $875K as of Q2 2026.
Empirical Wealth Management bought 4,955 MGIC Investment shares in Q2 2026, an estimated $132K.
MGIC Investment made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #444 holding.
Empirical Wealth Management first reported a position in MGIC Investment in Q3 2025 and has held it in 4 quarters since.
308 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.