HWM
MTG icon

Hemington Wealth Management’s MGIC Investment MTG Stock Holding History

Hemington 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
2025
Q3 		$30K Buy
1,084
+28
+3% +$763 ﹤0.01% 509
2025
Q2 		$29K Buy
1,056
+53
+5% +$1.36K ﹤0.01% 488
2025
Q1 		$24K Buy
1,003
+137
+16% +$3.32K ﹤0.01% 528
2024
Q4 		$20K Buy
866
+106
+14% +$2.65K 0.01% 553
2024
Q3 		$19K Buy
+760
New +$18.3K 0.01% 523

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Hemington Wealth Management's MTG Position: Q3 2025 in Review

Hemington Wealth Management increased its MGIC Investment (MTG) stake by 2.7% in Q3 2025, buying an estimated $763 and bringing the position to 1,084 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

Hemington Wealth Management first reported a position in MTG in Q3 2024 and has held it in 5 quarters since. 503 funds tracked by Wall St. Rank hold MTG as of Q3 2025.

  • Hemington Wealth Management held 1,084 shares of MGIC Investment worth $30K as of Q3 2025.
  • Hemington Wealth Management bought 28 MGIC Investment shares in Q3 2025, an estimated $763.
  • MGIC Investment made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #509 holding.
  • Hemington Wealth Management first reported a position in MGIC Investment in Q3 2024 and has held it in 5 quarters since.
  • 503 funds tracked by Wall St. Rank held MGIC Investment as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.