Jones Financial Companies
MTG icon

Jones Financial Companies’s MGIC Investment MTG Stock Holding History

Jones Financial Companies’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 		$702K Buy
25,215
+4,618
+22% +$123K ﹤0.01% 2062
2026
Q1 		$530K Buy
20,597
+19,493
+1,766% +$521K ﹤0.01% 2013
2025
Q4 		$32.2K Buy
1,104
+164
+17% +$4.61K ﹤0.01% 2728
2025
Q3 		$27K Sell
940
-44
-4% -$1.2K ﹤0.01% 2642
2025
Q2 		$27.2K Sell
984
-10
-1% -$257 ﹤0.01% 2466
2025
Q1 		$24.3K Sell
994
-4
-0.4% -$97 ﹤0.01% 2357
2024
Q4 		$23.7K Buy
998
+456
+84% +$11.4K ﹤0.01% 2180
2024
Q3 		$13.8K Buy
542
+484
+834% +$11.7K ﹤0.01% 2088
2024
Q2 		$1.25K Buy
+58
New +$1.2K ﹤0.01% 2249

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 $3.38T AUM 44.17% 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

Jones Financial Companies's MTG Position: Q2 2026 in Review

Jones Financial Companies increased its MGIC Investment (MTG) stake by 22% in Q2 2026, buying an estimated $123K and bringing the position to 25,215 shares worth $702K. The position accounts for ﹤0.01% of the portfolio, ranked #2062.

Jones Financial Companies first reported a position in MTG in Q2 2024 and has held it in 9 quarters since. 511 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Jones Financial Companies held 25,215 shares of MGIC Investment worth $702K as of Q2 2026.
  • Jones Financial Companies bought 4,618 MGIC Investment shares in Q2 2026, an estimated $123K.
  • MGIC Investment made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2062 holding.
  • Jones Financial Companies first reported a position in MGIC Investment in Q2 2024 and has held it in 9 quarters since.
  • 511 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.