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Key Financial Inc’s MGIC Investment MTG Stock Holding History

Key Financial Inc’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 		$7.19K Hold
255
– – ﹤0.01% 950
2026
Q1 		$6.69K Hold
255
– – ﹤0.01% 971
2025
Q4 		$7.45K Hold
255
– – ﹤0.01% 957
2025
Q3 		$7.17K Hold
255
– – ﹤0.01% 959
2025
Q2 		$7.1K Buy
+255
New +$6.56K ﹤0.01% 949

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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

Key Financial Inc's MTG Position: Q2 2026 in Review

Key Financial Inc held its MGIC Investment (MTG) position steady in Q2 2026 at 255 shares worth $7.19K. The position accounts for ﹤0.01% of the portfolio, ranked #950.

Key Financial Inc first reported a position in MTG in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.45K in Q4 2025. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Key Financial Inc held 255 shares of MGIC Investment worth $7.19K as of Q2 2026.
  • Key Financial Inc left its MGIC Investment share count unchanged in Q2 2026.
  • MGIC Investment made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #950 holding.
  • Key Financial Inc first reported a position in MGIC Investment in Q2 2025 and has held it in 5 quarters since.
  • Key Financial Inc's MGIC Investment position peaked at $7.45K in Q4 2025.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.