Foster & Motley’s MGIC Investment MTG Stock Holding History

Foster & Motley’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	$7.95M	Buy	302,783 +15,186	+5%	+$406K	0.41%	61
2025 Q4	$8.4M	Buy	287,597 +41	+0%	+$1.15K	0.45%	58
2025 Q3	$8.16M	Buy	287,556 +5,010	+2%	+$137K	0.44%	61
2025 Q2	$7.87M	Buy	282,546 +17,710	+7%	+$456K	0.45%	48
2025 Q1	$6.56M	Buy	264,836 +29,001	+12%	+$702K	0.41%	60
2024 Q4	$5.59M	Buy	235,835 +15,030	+7%	+$375K	0.36%	73
2024 Q3	$5.65M	Buy	220,805 +4,516	+2%	+$109K	0.36%	78
2024 Q2	$4.66M	Buy	216,289 +12,727	+6%	+$264K	0.32%	86
2024 Q1	$4.55M	Buy	203,562 +9,660	+5%	+$193K	0.31%	89
2023 Q4	$3.74M	Buy	193,902 +39,622	+26%	+$701K	0.28%	105
2023 Q3	$2.58M	Buy	154,280 +22,696	+17%	+$386K	0.21%	129
2023 Q2	$2.08M	Buy	131,584 +64,522	+96%	+$957K	0.16%	159
2023 Q1	$900K	Buy	67,062 +47,371	+241%	+$638K	0.07%	224
2022 Q4	$256K	Buy	+19,691	New	+$259K	0.02%	341

Other funds holding MTG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 $1.47T 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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 $86.6B AUM 38.74% 1-Year Est. Return