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MTG icon

InceptionR’s MGIC Investment MTG Stock Holding History

InceptionR’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
Q1 		– Sell
-33,195
Closed -$970K – 809
2025
Q4 		$970K Sell
33,195
-17,532
-35% -$492K 0.27% 114
2025
Q3 		$1.44M Buy
50,727
+10,080
+25% +$275K 0.35% 53
2025
Q2 		$1.13M Sell
40,647
-14,705
-27% -$378K 0.26% 123
2025
Q1 		$1.37M Buy
+55,352
New +$1.34M 0.41% 48
2024
Q4 		– Sell
-43,896
Closed -$1.12M – 782
2024
Q3 		$1.12M Buy
+43,896
New +$1.06M 0.27% 104
2024
Q1 		– Sell
-17,664
Closed -$341K – 669
2023
Q4 		$341K Buy
+17,664
New +$313K 0.24% 187
2023
Q2 		– Sell
-30,196
Closed -$405K – 562
2023
Q1 		$405K Buy
30,196
+4,156
+16% +$56K 0.13% 296
2022
Q4 		$339K Buy
+26,040
New +$342K 0.18% 249

Other funds holding MTG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return