EW
MTG icon

Evoke Wealth’s MGIC Investment MTG Stock Holding History

Evoke Wealth’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
Q1 		– Sell
-8,497
Closed -$248K – 743
2025
Q4 		$248K Buy
8,497
+227
+3% +$6.38K ﹤0.01% 573
2025
Q3 		$235K Buy
8,270
+536
+7% +$14.6K ﹤0.01% 564
2025
Q2 		$215K Buy
+7,734
New +$199K 0.01% 549
2020
Q2 		– Sell
-275
Closed -$1.75K – 1142
2020
Q1 		$1.75K Hold
275
– – ﹤0.01% 828
2019
Q4 		$3.9K Hold
275
– – ﹤0.01% 965
2019
Q3 		$3.46K Buy
+275
New +$3.55K ﹤0.01% 1098

Other funds holding MTG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return