Haven Private’s MGIC Investment MTG Stock Holding History

Haven Private’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 Q3	–	Sell	-7,694	Closed	-$214K	–	173
2025 Q2	$214K	Buy	+7,694	New	+$198K	0.1%	169

Other funds holding MTG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Haven Private's MTG Position: Q3 2025 in Review

Haven Private sold out of MGIC Investment (MTG) in Q3 2025, closing a stake of 7,694 shares — an estimated $214K sold.

Haven Private first reported a position in MTG in Q2 2025 and held it in 1 quarter. The position peaked at $214K in Q2 2025. 502 funds tracked by Wall St. Rank hold MTG as of Q3 2025.

Haven Private reported no remaining MGIC Investment position as of Q3 2025 after selling out during the quarter.
Haven Private sold 7,694 MGIC Investment shares in Q3 2025, an estimated $214K.
Haven Private first reported a position in MGIC Investment in Q2 2025 and held it in 1 quarter.
Haven Private's MGIC Investment position peaked at $214K in Q2 2025.
502 funds tracked by Wall St. Rank held MGIC Investment as of Q3 2025.

Based on Haven Private's 13F filing for Q3 2025, filed 6 Nov 2025.