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Evergreen Capital Management’s MGIC Investment MTG Stock Holding History

Evergreen Capital Management’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 		$676K Buy
23,966
+3,030
+14% +$80.8K 0.01% 728
2026
Q1 		$550K Sell
20,936
-4,944
-19% -$132K 0.01% 737
2025
Q4 		$756K Buy
25,880
+1,576
+6% +$44.3K 0.02% 552
2025
Q3 		$690K Buy
24,304
+5,296
+28% +$144K 0.02% 511
2025
Q2 		$529K Sell
19,008
-471
-2% -$12.1K 0.02% 532
2025
Q1 		$483K Buy
19,479
+2,858
+17% +$69.2K 0.02% 521
2024
Q4 		$394K Buy
16,621
+1,392
+9% +$34.8K 0.01% 602
2024
Q3 		$390K Sell
15,229
-257
-2% -$6.19K 0.01% 608
2024
Q2 		$334K Buy
15,486
+4,065
+36% +$84.3K 0.01% 622
2024
Q1 		$255K Hold
11,421
– – 0.01% 699
2023
Q4 		$220K Hold
11,421
– – 0.01% 738
2023
Q3 		$191K Hold
11,421
– – 0.01% 720
2023
Q2 		$180K Hold
11,421
– – 0.01% 741
2023
Q1 		$153K Sell
11,421
-584
-5% -$7.87K 0.01% 673
2022
Q4 		$156K Sell
12,005
-534
-4% -$7.02K 0.01% 637
2022
Q3 		$161K Buy
12,539
+454
+4% +$6.36K 0.01% 580
2022
Q2 		$152K Sell
12,085
-2,232
-16% -$29.4K 0.01% 537
2022
Q1 		$194K Sell
14,317
-29
-0.2% -$435 0.01% 624
2021
Q4 		$207K Sell
14,346
-91
-0.6% -$1.38K 0.01% 588
2021
Q3 		$216K Buy
14,437
+694
+5% +$10.1K 0.01% 524
2021
Q2 		$187K Buy
13,743
+709
+5% +$10.2K 0.01% 506
2021
Q1 		$181K Sell
13,034
-104
-0.8% -$1.33K 0.01% 484
2020
Q4 		$165K Buy
13,138
+1,150
+10% +$13K 0.01% 429
2020
Q3 		$106K Buy
11,988
+467
+4% +$3.98K 0.01% 406
2020
Q2 		$94K Sell
11,521
-28,397
-71% -$212K 0.01% 382
2020
Q1 		$253K Buy
+39,918
New +$482K 0.02% 298

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

Evergreen Capital Management's MTG Position: Q2 2026 in Review

Evergreen Capital Management increased its MGIC Investment (MTG) stake by 14% in Q2 2026, buying an estimated $80.8K and bringing the position to 23,966 shares worth $676K. The position accounts for 0.01% of the portfolio, ranked #728.

Evergreen Capital Management first reported a position in MTG in Q1 2020 and has held it in 26 quarters since. The position peaked at $756K in Q4 2025. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Evergreen Capital Management held 23,966 shares of MGIC Investment worth $676K as of Q2 2026.
  • Evergreen Capital Management bought 3,030 MGIC Investment shares in Q2 2026, an estimated $80.8K.
  • MGIC Investment made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #728 holding.
  • Evergreen Capital Management first reported a position in MGIC Investment in Q1 2020 and has held it in 26 quarters since.
  • Evergreen Capital Management's MGIC Investment position peaked at $756K in Q4 2025.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.