KF
MTG icon

Krilogy Financial’s MGIC Investment MTG Stock Holding History

Krilogy 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 		$398K Buy
14,098
+3,878
+38% +$103K 0.01% 719
2026
Q1 		$280K Sell
10,220
-9,378
-48% -$251K 0.01% 763
2025
Q4 		$519K Sell
19,598
-970
-5% -$27.2K 0.02% 545
2025
Q3 		$577K Buy
20,568
+10,181
+98% +$277K 0.02% 480
2025
Q2 		$289K Buy
+10,387
New +$267K 0.02% 238

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

Krilogy Financial's MTG Position: Q2 2026 in Review

Krilogy Financial increased its MGIC Investment (MTG) stake by 38% in Q2 2026, buying an estimated $103K and bringing the position to 14,098 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #719.

Krilogy Financial first reported a position in MTG in Q2 2025 and has held it in 5 quarters since. The position peaked at $577K in Q3 2025. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Krilogy Financial held 14,098 shares of MGIC Investment worth $398K as of Q2 2026.
  • Krilogy Financial bought 3,878 MGIC Investment shares in Q2 2026, an estimated $103K.
  • MGIC Investment made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #719 holding.
  • Krilogy Financial first reported a position in MGIC Investment in Q2 2025 and has held it in 5 quarters since.
  • Krilogy Financial's MGIC Investment position peaked at $577K in Q3 2025.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.