FFG
MTG icon

Fortem Financial Group’s MGIC Investment MTG Stock Holding History

Fortem Financial 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
2020
Q3 		– Sell
-4,000
Closed -$2K – 150
2020
Q2 		$2K Buy
+4,000
New +$29.9K ﹤0.01% 130

Other funds holding MTG

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Fortem Financial Group's MTG Position: Q2 2026 in Review

Fortem Financial Group reduced its MGIC Investment (MTG) stake by 25% in Q2 2026, selling an estimated $129K and leaving 14,555 shares worth $410K. The position accounts for 0.08% of the portfolio, ranked #136.

Fortem Financial Group first reported a position in MTG in Q4 2018 and has held it in 26 quarters since. The position peaked at $1.67M in Q1 2024. 156 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Fortem Financial Group held 14,555 shares of MGIC Investment worth $410K as of Q2 2026.
  • Fortem Financial Group sold 4,833 MGIC Investment shares in Q2 2026, an estimated $129K.
  • MGIC Investment made up 0.08% of Fortem Financial Group's portfolio in Q2 2026, its #136 holding.
  • Fortem Financial Group first reported a position in MGIC Investment in Q4 2018 and has held it in 26 quarters since.
  • Fortem Financial Group's MGIC Investment position peaked at $1.67M in Q1 2024.
  • 156 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.