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EP Wealth Advisors’s MGIC Investment MTG Stock Holding History

EP Wealth Advisors’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
Q1 		$642K Sell
24,448
-27,999
-53% -$748K ﹤0.01% 800
2025
Q4 		$1.53M Buy
+52,447
New +$1.47M 0.01% 506
2025
Q2 		$2.24M Buy
80,361
+34,880
+77% +$897K 0.01% 392
2025
Q1 		$1.13M Buy
45,481
+398
+0.9% +$9.64K 0.01% 474
2024
Q4 		$1.07M Buy
45,083
+82
+0.2% +$2.05K 0.01% 482
2024
Q3 		$1.15M Buy
+45,001
New +$1.08M 0.01% 463

Other funds holding MTG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

EP Wealth Advisors's MTG Position: Q1 2026 in Review

EP Wealth Advisors reduced its MGIC Investment (MTG) stake by 53% in Q1 2026, selling an estimated $748K and leaving 24,448 shares worth $642K. The position accounts for ﹤0.01% of the portfolio, ranked #800.

EP Wealth Advisors first reported a position in MTG in Q3 2024 and has held it in 6 quarters since. The position peaked at $2.24M in Q2 2025. 508 funds tracked by Wall St. Rank hold MTG as of Q1 2026.

  • EP Wealth Advisors held 24,448 shares of MGIC Investment worth $642K as of Q1 2026.
  • EP Wealth Advisors sold 27,999 MGIC Investment shares in Q1 2026, an estimated $748K.
  • MGIC Investment made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #800 holding.
  • EP Wealth Advisors first reported a position in MGIC Investment in Q3 2024 and has held it in 6 quarters since.
  • EP Wealth Advisors's MGIC Investment position peaked at $2.24M in Q2 2025.
  • 508 funds tracked by Wall St. Rank held MGIC Investment as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.