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Financial Consulate’s MGIC Investment MTG Stock Holding History

Financial Consulate’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 		$125K Hold
4,744
– – 0.02% 191
2025
Q4 		$139K Hold
4,744
– – 0.02% 198
2025
Q3 		$135K Buy
+4,744
New +$129K 0.02% 198

Other funds holding MTG

BlackRock
BlackRock New York $5.72T 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 $1.56T 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 $95.4B AUM 38.74% 1-Year Est. Return

Financial Consulate's MTG Position: Q1 2026 in Review

Financial Consulate held its MGIC Investment (MTG) position steady in Q1 2026 at 4,744 shares worth $125K. The position accounts for 0.02% of the portfolio, ranked #191.

Financial Consulate first reported a position in MTG in Q3 2025 and has held it in 3 quarters since. The position peaked at $139K in Q4 2025. 508 funds tracked by Wall St. Rank hold MTG as of Q1 2026.

  • Financial Consulate held 4,744 shares of MGIC Investment worth $125K as of Q1 2026.
  • Financial Consulate left its MGIC Investment share count unchanged in Q1 2026.
  • MGIC Investment made up 0.02% of Financial Consulate's portfolio in Q1 2026, its #191 holding.
  • Financial Consulate first reported a position in MGIC Investment in Q3 2025 and has held it in 3 quarters since.
  • Financial Consulate's MGIC Investment position peaked at $139K in Q4 2025.
  • 508 funds tracked by Wall St. Rank held MGIC Investment as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.