IMA Advisory Services’s MGIC Investment MTG Stock Holding History

IMA Advisory Services’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	$169	Hold	6	–	–	﹤0.01%	1348
2026 Q1	$157	Hold	6	–	–	﹤0.01%	978
2025 Q4	$175	Hold	6	–	–	﹤0.01%	961
2025 Q3	$170	Hold	6	–	–	﹤0.01%	514
2025 Q2	$167	Buy	+6	New	+$154	﹤0.01%	516

Other funds holding MTG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

IMA Advisory Services's MTG Position: Q2 2026 in Review

IMA Advisory Services held its MGIC Investment (MTG) position steady in Q2 2026 at 6 shares worth $169. The position accounts for ﹤0.01% of the portfolio, ranked #1348.

IMA Advisory Services first reported a position in MTG in Q2 2025 and has held it in 5 quarters since. The position peaked at $175 in Q4 2025. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

IMA Advisory Services held 6 shares of MGIC Investment worth $169 as of Q2 2026.
IMA Advisory Services left its MGIC Investment share count unchanged in Q2 2026.
MGIC Investment made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #1348 holding.
IMA Advisory Services first reported a position in MGIC Investment in Q2 2025 and has held it in 5 quarters since.
IMA Advisory Services's MGIC Investment position peaked at $175 in Q4 2025.
510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.