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HB Wealth Management’s MGIC Investment MTG Stock Holding History

HB Wealth 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
Q2 		$689K Buy
24,415
+8,398
+52% +$224K ﹤0.01% 944
2026
Q1 		$420K Buy
16,017
+2,191
+16% +$58.6K ﹤0.01% 1053
2025
Q4 		$404K Buy
13,826
+4,952
+56% +$139K ﹤0.01% 989
2025
Q3 		$252K Buy
+8,874
New +$242K ﹤0.01% 1160

Other funds holding MTG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

HB Wealth Management's MTG Position: Q2 2026 in Review

HB Wealth Management increased its MGIC Investment (MTG) stake by 52% in Q2 2026, buying an estimated $224K and bringing the position to 24,415 shares worth $689K. The position accounts for ﹤0.01% of the portfolio, ranked #944.

HB Wealth Management first reported a position in MTG in Q3 2025 and has held it in 4 quarters since. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • HB Wealth Management held 24,415 shares of MGIC Investment worth $689K as of Q2 2026.
  • HB Wealth Management bought 8,398 MGIC Investment shares in Q2 2026, an estimated $224K.
  • MGIC Investment made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #944 holding.
  • HB Wealth Management first reported a position in MGIC Investment in Q3 2025 and has held it in 4 quarters since.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.