Forum Financial Management’s MGIC Investment MTG Stock Holding History

Forum Financial Management’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	–	Sell	-13,962	Closed	-$408K	–	743
2025 Q4	$408K	Sell	13,962 -73	-0.5%	-$2.05K	0.01%	588
2025 Q3	$398K	Buy	14,035 +568	+4%	+$15.5K	0.01%	579
2025 Q2	$375K	Sell	13,467 -11	-0.1%	-$283	0.01%	537
2025 Q1	$334K	Sell	13,478 -3	-0%	-$73	0.01%	545
2024 Q4	$320K	Sell	13,481 -5	-0%	-$125	0.01%	576
2024 Q3	$345K	Sell	13,486 -81	-0.6%	-$1.95K	0.01%	458
2024 Q2	$292K	Buy	13,567 +19	+0.1%	+$394	0.01%	491
2024 Q1	$303K	Hold	13,548	–	–	0.01%	499
2023 Q4	$261K	Buy	13,548 +1,374	+11%	+$24.3K	﹤0.01%	520
2023 Q3	$203K	Hold	12,174	–	–	﹤0.01%	591
2023 Q2	$192K	Hold	12,174	–	–	﹤0.01%	616
2023 Q1	$163K	Buy	12,174 +167	+1%	+$2.25K	﹤0.01%	585
2022 Q4	$156K	Hold	12,007	–	–	0.01%	559
2022 Q3	$154K	Hold	12,007	–	–	0.01%	506
2022 Q2	$151K	Sell	12,007 -2,511	-17%	-$33K	0.01%	540
2022 Q1	$196K	Buy	+14,518	New	+$218K	0.01%	575

Other funds holding MTG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Forum Financial Management's MTG Position: Q1 2026 in Review

Forum Financial Management sold out of MGIC Investment (MTG) in Q1 2026, closing a stake of 13,962 shares — an estimated $408K sold.

Forum Financial Management first reported a position in MTG in Q1 2022 and held it in 16 quarters. The position peaked at $408K in Q4 2025. 512 funds tracked by Wall St. Rank hold MTG as of Q1 2026.

Forum Financial Management reported no remaining MGIC Investment position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 13,962 MGIC Investment shares in Q1 2026, an estimated $408K.
Forum Financial Management first reported a position in MGIC Investment in Q1 2022 and held it in 16 quarters.
Forum Financial Management's MGIC Investment position peaked at $408K in Q4 2025.
512 funds tracked by Wall St. Rank held MGIC Investment as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.