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Essential Partners’s MGIC Investment MTG Stock Holding History

Essential Partners’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
Q3 		$96.7K Buy
3,744
+1,901
+103% +$56.7K 0.04% 432
2026
Q2 		$52K Sell
1,843
-4,612
-71% -$123K 0.02% 606
2026
Q1 		$169K Sell
6,455
-5,339
-45% -$143K 0.06% 311
2025
Q4 		$345K Buy
11,794
+2,486
+27% +$69.8K 0.11% 241
2025
Q3 		$264K Buy
9,308
+3,526
+61% +$96.1K 0.09% 267
2025
Q2 		$161K Buy
+5,782
New +$149K 0.06% 300

Other funds holding MTG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
MIC
Meridian Investment Counsel Lafayette, California $431M AUM 32.55% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Essential Partners's MTG Position: Q3 2026 in Review

Essential Partners increased its MGIC Investment (MTG) stake by 103% in Q3 2026, buying an estimated $56.7K and bringing the position to 3,744 shares worth $96.7K. The position accounts for 0.04% of the portfolio, ranked #432.

Essential Partners first reported a position in MTG in Q2 2025 and has held it in 6 quarters since. The position peaked at $345K in Q4 2025. 46 funds tracked by Wall St. Rank hold MTG as of Q3 2026.

  • Essential Partners held 3,744 shares of MGIC Investment worth $96.7K as of Q3 2026.
  • Essential Partners bought 1,901 MGIC Investment shares in Q3 2026, an estimated $56.7K.
  • MGIC Investment made up 0.04% of Essential Partners's portfolio in Q3 2026, its #432 holding.
  • Essential Partners first reported a position in MGIC Investment in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's MGIC Investment position peaked at $345K in Q4 2025.
  • 46 funds tracked by Wall St. Rank held MGIC Investment as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.