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Kingsview Wealth Management’s MGIC Investment MTG Stock Holding History

Kingsview 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
2025
Q1 		– Sell
-11,649
Closed -$276K – 1156
2024
Q4 		$276K Sell
11,649
-42
-0.4% -$1.05K 0.01% 938
2024
Q3 		$299K Hold
11,691
– – 0.01% 889
2024
Q2 		$252K Sell
11,691
-201
-2% -$4.17K 0.01% 905
2024
Q1 		$266K Buy
+11,892
New +$237K 0.01% 862
2023
Q1 		– Sell
-41,115
Closed -$534K – 929
2022
Q4 		$534K Buy
+41,115
New +$541K 0.02% 491

Other funds holding MTG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kingsview Wealth Management's MTG Position: Q1 2025 in Review

Kingsview Wealth Management sold out of MGIC Investment (MTG) in Q1 2025, closing a stake of 11,649 shares — an estimated $276K sold.

Kingsview Wealth Management first reported a position in MTG in Q4 2022 and held it in 5 quarters. The position peaked at $534K in Q4 2022. 443 funds tracked by Wall St. Rank hold MTG as of Q1 2025.

  • Kingsview Wealth Management reported no remaining MGIC Investment position as of Q1 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 11,649 MGIC Investment shares in Q1 2025, an estimated $276K.
  • Kingsview Wealth Management first reported a position in MGIC Investment in Q4 2022 and held it in 5 quarters.
  • Kingsview Wealth Management's MGIC Investment position peaked at $534K in Q4 2022.
  • 443 funds tracked by Wall St. Rank held MGIC Investment as of Q1 2025.

Based on Kingsview Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.