Fortitude Family Office’s MGIC Investment MTG Stock Holding History

Fortitude Family Office’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 Q3	$14.6K	Sell	564 -45	-7%	-$1.34K	﹤0.01%	1018
2026 Q2	$17.2K	Buy	609 +294	+93%	+$7.84K	﹤0.01%	578
2026 Q1	$8.27K	Buy	315 +99	+46%	+$2.65K	﹤0.01%	719
2025 Q4	$6.31K	Sell	216 -15	-6%	-$421	﹤0.01%	736
2025 Q3	$6.55K	Sell	231 -70	-23%	-$1.91K	﹤0.01%	719
2025 Q2	$8.38K	Buy	301 +70	+30%	+$1.8K	﹤0.01%	616
2025 Q1	$5.72K	Hold	231	–	–	﹤0.01%	691
2024 Q4	$5.48K	Hold	231	–	–	﹤0.01%	813
2024 Q3	$5.91K	Hold	231	–	–	﹤0.01%	731
2024 Q2	$4.98K	Hold	231	–	–	﹤0.01%	590
2024 Q1	$5.17K	Hold	231	–	–	﹤0.01%	591
2023 Q4	$4.46K	Buy	+231	New	+$4.09K	﹤0.01%	708

Other funds holding MTG

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MCM

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

MIC

Meridian Investment Counsel Lafayette, California $431M AUM 32.55% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Fortitude Family Office's MTG Position: Q3 2026 in Review

Fortitude Family Office reduced its MGIC Investment (MTG) stake by 7.4% in Q3 2026, selling an estimated $1.34K and leaving 564 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1018.

Fortitude Family Office first reported a position in MTG in Q4 2023 and has held it in 12 quarters since. The position peaked at $17.2K in Q2 2026. 47 funds tracked by Wall St. Rank hold MTG as of Q3 2026.

Fortitude Family Office held 564 shares of MGIC Investment worth $14.6K as of Q3 2026.
Fortitude Family Office sold 45 MGIC Investment shares in Q3 2026, an estimated $1.34K.
MGIC Investment made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1018 holding.
Fortitude Family Office first reported a position in MGIC Investment in Q4 2023 and has held it in 12 quarters since.
Fortitude Family Office's MGIC Investment position peaked at $17.2K in Q2 2026.
47 funds tracked by Wall St. Rank held MGIC Investment as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.