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Financial Strategies Group’s MGIC Investment MTG Stock Holding History

Financial Strategies Group’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 		$669K Buy
23,040
+2,292
+11% +$61.3K 0.11% 69
2025
Q4 		$601K Buy
20,748
+832
+4% +$23.4K 0.11% 69
2025
Q3 		$551K Buy
19,916
+1,706
+9% +$46.5K 0.11% 69
2025
Q2 		$460K Buy
18,210
+277
+2% +$7.13K 0.1% 71
2025
Q1 		$436K Buy
17,933
+3,860
+27% +$93.5K 0.1% 71
2024
Q4 		$322K Buy
14,073
+2,633
+23% +$65.8K 0.08% 81
2024
Q3 		$295K Buy
11,440
+966
+9% +$23.3K 0.07% 85
2024
Q2 		$224K Buy
+10,474
New +$217K 0.06% 88

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 Strategies Group's MTG Position: Q1 2026 in Review

Financial Strategies Group increased its MGIC Investment (MTG) stake by 11% in Q1 2026, buying an estimated $61.3K and bringing the position to 23,040 shares worth $669K. The position accounts for 0.11% of the portfolio, ranked #69.

Financial Strategies Group first reported a position in MTG in Q2 2024 and has held it in 8 quarters since. 509 funds tracked by Wall St. Rank hold MTG as of Q1 2026.

  • Financial Strategies Group held 23,040 shares of MGIC Investment worth $669K as of Q1 2026.
  • Financial Strategies Group bought 2,292 MGIC Investment shares in Q1 2026, an estimated $61.3K.
  • MGIC Investment made up 0.11% of Financial Strategies Group's portfolio in Q1 2026, its #69 holding.
  • Financial Strategies Group first reported a position in MGIC Investment in Q2 2024 and has held it in 8 quarters since.
  • 509 funds tracked by Wall St. Rank held MGIC Investment as of Q1 2026.

Based on Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.