EI
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Ethic Inc’s MGIC Investment MTG Stock Holding History

Ethic Inc’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 		$255K Sell
9,051
-1,095
-11% -$29.2K ﹤0.01% 1197
2026
Q1 		$266K Buy
10,146
+2,124
+26% +$56.8K ﹤0.01% 1072
2025
Q4 		$234K Buy
8,022
+38
+0.5% +$1.07K ﹤0.01% 1087
2025
Q3 		$227K Sell
7,984
-83
-1% -$2.26K ﹤0.01% 1077
2025
Q2 		$223K Buy
+8,067
New +$208K ﹤0.01% 1080

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

Ethic Inc's MTG Position: Q2 2026 in Review

Ethic Inc reduced its MGIC Investment (MTG) stake by 11% in Q2 2026, selling an estimated $29.2K and leaving 9,051 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #1197.

Ethic Inc first reported a position in MTG in Q2 2025 and has held it in 5 quarters since. The position peaked at $266K in Q1 2026. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Ethic Inc held 9,051 shares of MGIC Investment worth $255K as of Q2 2026.
  • Ethic Inc sold 1,095 MGIC Investment shares in Q2 2026, an estimated $29.2K.
  • MGIC Investment made up ﹤0.01% of Ethic Inc's portfolio in Q2 2026, its #1197 holding.
  • Ethic Inc first reported a position in MGIC Investment in Q2 2025 and has held it in 5 quarters since.
  • Ethic Inc's MGIC Investment position peaked at $266K in Q1 2026.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.