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Institutional & Family Asset Management’s MGIC Investment MTG Stock Holding History

Institutional & Family Asset 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
2024
Q2 		$19K Buy
883
+187
+27% +$3.88K ﹤0.01% 340
2024
Q1 		$15.6K Buy
696
+21
+3% +$419 ﹤0.01% 355
2023
Q4 		$13K Buy
675
+44
+7% +$779 ﹤0.01% 358
2023
Q3 		$10.5K Sell
631
-15
-2% -$255 ﹤0.01% 366
2023
Q2 		$10.2K Sell
646
-89
-12% -$1.32K ﹤0.01% 386
2023
Q1 		$9.86K Hold
735
– – ﹤0.01% 383
2022
Q4 		$9.55K Hold
735
– – ﹤0.01% 378
2022
Q3 		$9K Hold
735
– – ﹤0.01% 398
2022
Q2 		$9K Hold
735
– – ﹤0.01% 404
2022
Q1 		$10K Sell
735
-12
-2% -$180 ﹤0.01% 442
2021
Q4 		$11K Hold
747
– – ﹤0.01% 436
2021
Q3 		$11K Hold
747
– – ﹤0.01% 536
2021
Q2 		$10K Hold
747
– – ﹤0.01% 594
2021
Q1 		$10K Sell
747
-221
-23% -$2.82K ﹤0.01% 571
2020
Q4 		$12K Sell
968
-40
-4% -$452 ﹤0.01% 506
2020
Q3 		$9K Hold
1,008
– – ﹤0.01% 505
2020
Q2 		$8K Sell
1,008
-275
-21% -$2.06K ﹤0.01% 515
2020
Q1 		$8K Buy
1,283
+187
+17% +$2.26K ﹤0.01% 484
2019
Q4 		$16K Hold
1,096
– – ﹤0.01% 447
2019
Q3 		$14K Buy
1,096
+19
+2% +$245 ﹤0.01% 438
2019
Q2 		$14K Sell
1,077
-52
-5% -$723 ﹤0.01% 459
2019
Q1 		$15K Hold
1,129
– – ﹤0.01% 451
2018
Q4 		$12K Sell
1,129
-12
-1% -$140 ﹤0.01% 445
2018
Q3 		$15K Sell
1,141
-17
-1% -$211 ﹤0.01% 470
2018
Q2 		$12K Hold
1,158
– – ﹤0.01% 498
2018
Q1 		$15K Buy
+1,158
New +$16.4K ﹤0.01% 448

Other funds holding MTG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Institutional & Family Asset Management's MTG Position: Q2 2024 in Review

Institutional & Family Asset Management increased its MGIC Investment (MTG) stake by 27% in Q2 2024, buying an estimated $3.88K and bringing the position to 883 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #340.

Institutional & Family Asset Management first reported a position in MTG in Q1 2018 and has held it in 26 quarters since. 389 funds tracked by Wall St. Rank hold MTG as of Q2 2024.

  • Institutional & Family Asset Management held 883 shares of MGIC Investment worth $19K as of Q2 2024.
  • Institutional & Family Asset Management bought 187 MGIC Investment shares in Q2 2024, an estimated $3.88K.
  • MGIC Investment made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #340 holding.
  • Institutional & Family Asset Management first reported a position in MGIC Investment in Q1 2018 and has held it in 26 quarters since.
  • 389 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.