FM
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Family Management’s MGIC Investment MTG Stock Holding History

Family 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 		– Sell
-20,096
Closed -$528K – 342
2026
Q1 		$528K Buy
20,096
+2,349
+13% +$62.8K 0.06% 152
2025
Q4 		$519K Buy
17,747
+7,490
+73% +$210K 0.07% 138
2025
Q3 		$291K Buy
+10,257
New +$280K 0.04% 165

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Family Management's MTG Position: Q2 2026 in Review

Family Management sold out of MGIC Investment (MTG) in Q2 2026, closing a stake of 20,096 shares — an estimated $528K sold.

Family Management first reported a position in MTG in Q3 2025 and held it in 3 quarters. The position peaked at $528K in Q1 2026. 508 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Family Management reported no remaining MGIC Investment position as of Q2 2026 after selling out during the quarter.
  • Family Management sold 20,096 MGIC Investment shares in Q2 2026, an estimated $528K.
  • Family Management first reported a position in MGIC Investment in Q3 2025 and held it in 3 quarters.
  • Family Management's MGIC Investment position peaked at $528K in Q1 2026.
  • 508 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.