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JPL Wealth Management’s MGIC Investment MTG Stock Holding History

JPL 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 		$12.2K Sell
431
-67
-13% -$1.79K ﹤0.01% 545
2026
Q1 		$13.1K Buy
+498
New +$13.3K ﹤0.01% 476
2025
Q4 		– Sell
-420
Closed -$11.9K – 747
2025
Q3 		$11.9K Buy
+420
New +$11.4K ﹤0.01% 511

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
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

JPL Wealth Management's MTG Position: Q2 2026 in Review

JPL Wealth Management reduced its MGIC Investment (MTG) stake by 13% in Q2 2026, selling an estimated $1.79K and leaving 431 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

JPL Wealth Management first reported a position in MTG in Q3 2025 and has held it in 3 quarters since. The position peaked at $13.1K in Q1 2026. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • JPL Wealth Management held 431 shares of MGIC Investment worth $12.2K as of Q2 2026.
  • JPL Wealth Management sold 67 MGIC Investment shares in Q2 2026, an estimated $1.79K.
  • MGIC Investment made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #545 holding.
  • JPL Wealth Management first reported a position in MGIC Investment in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's MGIC Investment position peaked at $13.1K in Q1 2026.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.