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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
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

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

Essential Partners's MTG Position: Q2 2026 in Review

Essential Partners reduced its MGIC Investment (MTG) stake by 71% in Q2 2026, selling an estimated $123K and leaving 1,843 shares worth $52K. The position accounts for 0.02% of the portfolio, ranked #606.

Essential Partners first reported a position in MTG in Q2 2025 and has held it in 5 quarters since. The position peaked at $345K in Q4 2025. 508 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Essential Partners held 1,843 shares of MGIC Investment worth $52K as of Q2 2026.
  • Essential Partners sold 4,612 MGIC Investment shares in Q2 2026, an estimated $123K.
  • MGIC Investment made up 0.02% of Essential Partners's portfolio in Q2 2026, its #606 holding.
  • Essential Partners first reported a position in MGIC Investment in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's MGIC Investment position peaked at $345K in Q4 2025.
  • 508 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.