I
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 $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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

InceptionR's MTG Position: Q1 2026 in Review

InceptionR sold out of MGIC Investment (MTG) in Q1 2026, closing a stake of 33,195 shares — an estimated $970K sold.

InceptionR first reported a position in MTG in Q4 2022 and held it in 8 quarters. The position peaked at $1.44M in Q3 2025. 512 funds tracked by Wall St. Rank hold MTG as of Q1 2026.

  • InceptionR reported no remaining MGIC Investment position as of Q1 2026 after selling out during the quarter.
  • InceptionR sold 33,195 MGIC Investment shares in Q1 2026, an estimated $970K.
  • InceptionR first reported a position in MGIC Investment in Q4 2022 and held it in 8 quarters.
  • InceptionR's MGIC Investment position peaked at $1.44M in Q3 2025.
  • 512 funds tracked by Wall St. Rank held MGIC Investment as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.