Institute for Wealth Management’s MGIC Investment MTG Stock Holding History

Institute for 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
2026 Q2	$38.9K	Buy	+1,380	New	+$36.8K	﹤0.01%	940

Other funds holding MTG

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

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

Institute for Wealth Management's MTG Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in MGIC Investment (MTG) in Q2 2026: 1,380 shares worth $38.9K. The stake represents ﹤0.01% of the portfolio and ranks #940 among its holdings.

260 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

Institute for Wealth Management held 1,380 shares of MGIC Investment worth $38.9K as of Q2 2026.
MGIC Investment was a new Institute for Wealth Management position in Q2 2026.
MGIC Investment made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #940 holding.
260 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.