JWA
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JFS Wealth Advisors’s MGIC Investment MTG Stock Holding History

JFS Wealth Advisors’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 		$13.6K Buy
483
+14
+3% +$373 ﹤0.01% 878
2026
Q1 		$12.3K Buy
469
+12
+3% +$321 ﹤0.01% 871
2025
Q4 		$13.4K Buy
457
+108
+31% +$3.03K ﹤0.01% 877
2025
Q3 		$9.9K Hold
349
– – ﹤0.01% 904
2025
Q2 		$9.72K Hold
349
– – ﹤0.01% 871
2025
Q1 		$8.65K Hold
349
– – ﹤0.01% 925
2024
Q4 		$8.28K Hold
349
– – ﹤0.01% 916
2024
Q3 		$8.94K Buy
349
+10
+3% +$241 ﹤0.01% 895
2024
Q2 		$7.31K Hold
339
– – ﹤0.01% 900
2024
Q1 		$7.58K Hold
339
– – ﹤0.01% 912
2023
Q4 		$6.54K Buy
339
+2
+0.6% +$35 ﹤0.01% 949
2023
Q3 		$5.63K Buy
337
+21
+7% +$357 ﹤0.01% 948
2023
Q2 		$4.99K Buy
316
+29
+10% +$430 ﹤0.01% 1006
2023
Q1 		$3.85K Sell
287
-3
-1% -$40 ﹤0.01% 1098
2022
Q4 		$3.77K Buy
290
+7
+2% +$92 ﹤0.01% 1108
2022
Q3 		$4K Sell
283
-140
-33% -$1.96K ﹤0.01% 1086
2022
Q2 		$5K Buy
423
+211
+100% +$2.77K ﹤0.01% 996
2022
Q1 		$3K Buy
212
+105
+98% +$1.57K ﹤0.01% 1280
2021
Q4 		$2K Buy
+107
New +$1.62K ﹤0.01% 1112

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JFS Wealth Advisors's MTG Position: Q2 2026 in Review

JFS Wealth Advisors increased its MGIC Investment (MTG) stake by 3% in Q2 2026, buying an estimated $373 and bringing the position to 483 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #878.

JFS Wealth Advisors first reported a position in MTG in Q4 2021 and has held it in 19 quarters since. 508 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • JFS Wealth Advisors held 483 shares of MGIC Investment worth $13.6K as of Q2 2026.
  • JFS Wealth Advisors bought 14 MGIC Investment shares in Q2 2026, an estimated $373.
  • MGIC Investment made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #878 holding.
  • JFS Wealth Advisors first reported a position in MGIC Investment in Q4 2021 and has held it in 19 quarters since.
  • 508 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.