HHGA
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Halbert Hargrove Global Advisors’s MGIC Investment MTG Stock Holding History

Halbert Hargrove Global Advisors’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
2025
Q2 		– Sell
-19
Closed -$471 – 525
2025
Q1 		$471 Buy
+19
New +$460 ﹤0.01% 508

Other funds holding MTG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Halbert Hargrove Global Advisors's MTG Position: Q2 2025 in Review

Halbert Hargrove Global Advisors sold out of MGIC Investment (MTG) in Q2 2025, closing a stake of 19 shares — an estimated $471 sold.

Halbert Hargrove Global Advisors first reported a position in MTG in Q1 2025 and held it in 1 quarter. The position peaked at $471 in Q1 2025. 469 funds tracked by Wall St. Rank hold MTG as of Q2 2025.

  • Halbert Hargrove Global Advisors reported no remaining MGIC Investment position as of Q2 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 19 MGIC Investment shares in Q2 2025, an estimated $471.
  • Halbert Hargrove Global Advisors first reported a position in MGIC Investment in Q1 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's MGIC Investment position peaked at $471 in Q1 2025.
  • 469 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.