Empowered Funds’s MGIC Investment MTG Stock Holding History

Empowered Funds’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	$716K	Buy	25,401 +16,670	+191%	+$444K	﹤0.01%	1556
2026 Q1	$229K	Buy	+8,731	New	+$233K	﹤0.01%	1958
2025 Q4	–	Sell	-8,590	Closed	-$244K	–	1578
2025 Q3	$244K	Sell	8,590 -20	-0.2%	-$545	﹤0.01%	1655
2025 Q2	$240K	Buy	8,610 +194	+2%	+$4.99K	﹤0.01%	1591
2025 Q1	$209K	Sell	8,416 -40,762	-83%	-$987K	﹤0.01%	1499
2024 Q4	$1.17M	Buy	+49,178	New	+$1.23M	0.02%	927
2024 Q1	–	Sell	-43,506	Closed	-$839K	–	1419
2023 Q4	$839K	Buy	43,506 +13,830	+47%	+$245K	0.02%	834
2023 Q3	$495K	Buy	+29,676	New	+$504K	0.01%	923

Other funds holding MTG

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Empowered Funds's MTG Position: Q2 2026 in Review

Empowered Funds increased its MGIC Investment (MTG) stake by 191% in Q2 2026, buying an estimated $444K and bringing the position to 25,401 shares worth $716K. The position accounts for ﹤0.01% of the portfolio, ranked #1556.

Empowered Funds first reported a position in MTG in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.17M in Q4 2024. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

Empowered Funds held 25,401 shares of MGIC Investment worth $716K as of Q2 2026.
Empowered Funds bought 16,670 MGIC Investment shares in Q2 2026, an estimated $444K.
MGIC Investment made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #1556 holding.
Empowered Funds first reported a position in MGIC Investment in Q3 2023 and has held it in 8 quarters since.
Empowered Funds's MGIC Investment position peaked at $1.17M in Q4 2024.
510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.