Focus Partners Wealth
MTG icon

Focus Partners Wealth’s MGIC Investment MTG Stock Holding History

Focus Partners 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 		$2.53M Sell
95,132
-26,509
-22% -$709K ﹤0.01% 1207
2025
Q4 		$3.55M Buy
121,641
+82,582
+211% +$2.32M ﹤0.01% 1087
2025
Q3 		$1.11M Buy
39,059
+14,046
+56% +$383K ﹤0.01% 1245
2025
Q2 		$696K Buy
+25,013
New +$644K ﹤0.01% 1287
2025
Q1 		– Sell
-10,727
Closed -$254K – 1995
2024
Q4 		$254K Buy
+10,727
New +$268K ﹤0.01% 1622
2024
Q3 		– Sell
-18,898
Closed -$408K – 1669
2024
Q2 		$408K Buy
+18,898
New +$392K ﹤0.01% 995

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

Focus Partners Wealth's MTG Position: Q1 2026 in Review

Focus Partners Wealth reduced its MGIC Investment (MTG) stake by 22% in Q1 2026, selling an estimated $709K and leaving 95,132 shares worth $2.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1207.

Focus Partners Wealth first reported a position in MTG in Q2 2024 and has held it in 6 quarters since. The position peaked at $3.55M in Q4 2025. 508 funds tracked by Wall St. Rank hold MTG as of Q1 2026.

  • Focus Partners Wealth held 95,132 shares of MGIC Investment worth $2.53M as of Q1 2026.
  • Focus Partners Wealth sold 26,509 MGIC Investment shares in Q1 2026, an estimated $709K.
  • MGIC Investment made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1207 holding.
  • Focus Partners Wealth first reported a position in MGIC Investment in Q2 2024 and has held it in 6 quarters since.
  • Focus Partners Wealth's MGIC Investment position peaked at $3.55M in Q4 2025.
  • 508 funds tracked by Wall St. Rank held MGIC Investment as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.