GA
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GoalVest Advisory’s MGIC Investment MTG Stock Holding History

GoalVest Advisory’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 		$9.59K Buy
+371
New +$11.1K ﹤0.01% 456
2026
Q1 		– Sell
-430
Closed -$12.6K – 514
2025
Q4 		$12.6K Buy
+430
New +$12.1K ﹤0.01% 401

Other funds holding MTG

MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

GoalVest Advisory's MTG Position: Q3 2026 in Review

GoalVest Advisory opened a new position in MGIC Investment (MTG) in Q3 2026: 371 shares worth $9.59K. The stake represents ﹤0.01% of the portfolio and ranks #456 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in MTG as recently as Q4 2025.

GoalVest Advisory first reported a position in MTG in Q4 2025 and has held it in 2 quarters since. The position peaked at $12.6K in Q4 2025. 17 funds tracked by Wall St. Rank hold MTG as of Q3 2026.

  • GoalVest Advisory held 371 shares of MGIC Investment worth $9.59K as of Q3 2026.
  • MGIC Investment was a new GoalVest Advisory position in Q3 2026.
  • MGIC Investment made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #456 holding.
  • GoalVest Advisory first reported a position in MGIC Investment in Q4 2025 and has held it in 2 quarters since.
  • GoalVest Advisory's MGIC Investment position peaked at $12.6K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held MGIC Investment as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.