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Evolve Private Wealth’s MGIC Investment MTG Stock Holding History

Evolve Private 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
Q2 		$2.93M Sell
103,818
-2,246
-2% -$59.9K 0.18% 108
2026
Q1 		$2.78M Sell
106,064
-7,643
-7% -$204K 0.15% 130
2025
Q4 		$3.32M Buy
+113,707
New +$3.19M 0.2% 91

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

Evolve Private Wealth's MTG Position: Q2 2026 in Review

Evolve Private Wealth reduced its MGIC Investment (MTG) stake by 2.1% in Q2 2026, selling an estimated $59.9K and leaving 103,818 shares worth $2.93M. The position accounts for 0.18% of the portfolio, ranked #108.

Evolve Private Wealth first reported a position in MTG in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.32M in Q4 2025. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Evolve Private Wealth held 103,818 shares of MGIC Investment worth $2.93M as of Q2 2026.
  • Evolve Private Wealth sold 2,246 MGIC Investment shares in Q2 2026, an estimated $59.9K.
  • MGIC Investment made up 0.18% of Evolve Private Wealth's portfolio in Q2 2026, its #108 holding.
  • Evolve Private Wealth first reported a position in MGIC Investment in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's MGIC Investment position peaked at $3.32M in Q4 2025.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.