EWA
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EverSource Wealth Advisors’s MGIC Investment MTG Stock Holding History

EverSource 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
Q2 		$201K Sell
7,130
-6,180
-46% -$165K 0.01% 999
2026
Q1 		$349K Sell
13,310
-2,954
-18% -$79K 0.01% 772
2025
Q4 		$475K Buy
16,264
+2,368
+17% +$66.5K 0.02% 562
2025
Q3 		$394K Buy
13,896
+524
+4% +$14.3K 0.02% 597
2025
Q2 		$372K Buy
13,372
+10,984
+460% +$283K 0.02% 568
2025
Q1 		$59.2K Buy
2,388
+52
+2% +$1.26K ﹤0.01% 1161
2024
Q4 		$55.4K Buy
2,336
+419
+22% +$10.5K ﹤0.01% 1148
2024
Q3 		$49.1K Buy
1,917
+41
+2% +$988 ﹤0.01% 1082
2024
Q2 		$46.6K Buy
1,876
+204
+12% +$4.23K ﹤0.01% 1119
2024
Q1 		$33.9K Buy
1,672
+32
+2% +$638 ﹤0.01% 1135
2023
Q4 		$31.6K Buy
1,640
+65
+4% +$1.15K ﹤0.01% 1069
2023
Q3 		$26.3K Buy
1,575
+64
+4% +$1.09K ﹤0.01% 1032
2023
Q2 		$23.9K Buy
1,511
+1,359
+894% +$20.2K ﹤0.01% 1084
2023
Q1 		$2.04K Buy
152
+112
+280% +$1.51K ﹤0.01% 1933
2022
Q4 		$520 Buy
+40
New +$526 ﹤0.01% 2197

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 $3.38T AUM 44.17% 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

EverSource Wealth Advisors's MTG Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its MGIC Investment (MTG) stake by 46% in Q2 2026, selling an estimated $165K and leaving 7,130 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #999.

EverSource Wealth Advisors first reported a position in MTG in Q4 2022 and has held it in 15 quarters since. The position peaked at $475K in Q4 2025. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • EverSource Wealth Advisors held 7,130 shares of MGIC Investment worth $201K as of Q2 2026.
  • EverSource Wealth Advisors sold 6,180 MGIC Investment shares in Q2 2026, an estimated $165K.
  • MGIC Investment made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #999 holding.
  • EverSource Wealth Advisors first reported a position in MGIC Investment in Q4 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's MGIC Investment position peaked at $475K in Q4 2025.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.