IC
MTG icon

IEQ Capital’s MGIC Investment MTG Stock Holding History

IEQ Capital’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 		$6.39M Sell
226,592
-100,557
-31% -$2.68M 0.03% 437
2026
Q1 		$8.59M Sell
327,149
-267,910
-45% -$7.16M 0.04% 385
2025
Q4 		$17.4M Buy
595,059
+256,429
+76% +$7.2M 0.05% 232
2025
Q3 		$9.61M Sell
338,630
-19,352
-5% -$527K 0.03% 338
2025
Q2 		$9.97M Buy
357,982
+337,250
+1,627% +$8.68M 0.06% 253
2025
Q1 		$514K Buy
+20,732
New +$502K ﹤0.01% 969

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 $3.37T AUM 44.26% 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

IEQ Capital's MTG Position: Q2 2026 in Review

IEQ Capital reduced its MGIC Investment (MTG) stake by 31% in Q2 2026, selling an estimated $2.68M and leaving 226,592 shares worth $6.39M. The position accounts for 0.03% of the portfolio, ranked #437.

IEQ Capital first reported a position in MTG in Q1 2025 and has held it in 6 quarters since. The position peaked at $17.4M in Q4 2025. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • IEQ Capital held 226,592 shares of MGIC Investment worth $6.39M as of Q2 2026.
  • IEQ Capital sold 100,557 MGIC Investment shares in Q2 2026, an estimated $2.68M.
  • MGIC Investment made up 0.03% of IEQ Capital's portfolio in Q2 2026, its #437 holding.
  • IEQ Capital first reported a position in MGIC Investment in Q1 2025 and has held it in 6 quarters since.
  • IEQ Capital's MGIC Investment position peaked at $17.4M in Q4 2025.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.