JF
MTG icon

JMN Financial’s MGIC Investment MTG Stock Holding History

JMN Financial’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 		$442K Sell
15,672
-2,021
-11% -$53.9K 0.34% 77
2026
Q1 		$464K Sell
17,693
-7,552
-30% -$202K 0.46% 62
2025
Q4 		$738K Buy
+25,245
New +$709K 0.74% 27

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JMN Financial's MTG Position: Q2 2026 in Review

JMN Financial reduced its MGIC Investment (MTG) stake by 11% in Q2 2026, selling an estimated $53.9K and leaving 15,672 shares worth $442K. The position accounts for 0.34% of the portfolio, ranked #77.

JMN Financial first reported a position in MTG in Q4 2025 and has held it in 3 quarters since. The position peaked at $738K in Q4 2025. 468 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • JMN Financial held 15,672 shares of MGIC Investment worth $442K as of Q2 2026.
  • JMN Financial sold 2,021 MGIC Investment shares in Q2 2026, an estimated $53.9K.
  • MGIC Investment made up 0.34% of JMN Financial's portfolio in Q2 2026, its #77 holding.
  • JMN Financial first reported a position in MGIC Investment in Q4 2025 and has held it in 3 quarters since.
  • JMN Financial's MGIC Investment position peaked at $738K in Q4 2025.
  • 468 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on JMN Financial's 13F filing for Q2 2026, filed 10 Aug 2026.