LFG
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Larson Financial Group’s MGIC Investment MTG Stock Holding History

Larson Financial Group’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 		$4.05M Buy
143,601
+3,837
+3% +$102K 0.11% 165
2026
Q1 		$3.67M Buy
139,764
+4,618
+3% +$123K 0.12% 155
2025
Q4 		$3.95M Buy
135,146
+706
+0.5% +$19.8K 0.13% 145
2025
Q3 		$3.81M Buy
134,440
+4,182
+3% +$114K 0.13% 141
2025
Q2 		$3.63M Buy
130,258
+7,839
+6% +$202K 0.15% 139
2025
Q1 		$3.03M Buy
122,419
+5,875
+5% +$142K 0.14% 135
2024
Q4 		$2.76M Buy
116,544
+11,112
+11% +$278K 0.14% 132
2024
Q3 		$2.7M Buy
105,432
+3,220
+3% +$77.6K 0.15% 123
2024
Q2 		$2.2M Buy
102,212
+2,539
+3% +$52.7K 0.15% 121
2024
Q1 		$2.23M Sell
99,673
-1,680
-2% -$33.5K 0.17% 106
2023
Q4 		$1.96M Sell
101,353
-4,064
-4% -$71.9K 0.17% 107
2023
Q3 		$1.76M Buy
105,417
+1,275
+1% +$21.7K 0.17% 112
2023
Q2 		$1.64M Buy
104,142
+510
+0.5% +$7.57K 0.16% 113
2023
Q1 		$1.39M Buy
103,632
+799
+0.8% +$10.8K 0.15% 133
2022
Q4 		$1.34M Buy
102,833
+6,535
+7% +$85.9K 0.16% 127
2022
Q3 		$1.24M Buy
96,298
+94,359
+4,866% +$1.32M 0.18% 116
2022
Q2 		$24K Buy
1,939
+1,108
+133% +$14.6K ﹤0.01% 513
2022
Q1 		$11K Buy
831
+4
+0.5% +$60 ﹤0.01% 636
2021
Q4 		$12K Buy
827
+4
+0.5% +$61 ﹤0.01% 642
2021
Q3 		$12K Buy
823
+5
+0.6% +$72 ﹤0.01% 560
2021
Q2 		$11K Buy
818
+3
+0.4% +$43 ﹤0.01% 540
2021
Q1 		$11K Buy
+815
New +$10.4K ﹤0.01% 524

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

Larson Financial Group's MTG Position: Q2 2026 in Review

Larson Financial Group increased its MGIC Investment (MTG) stake by 2.7% in Q2 2026, buying an estimated $102K and bringing the position to 143,601 shares worth $4.05M. The position accounts for 0.11% of the portfolio, ranked #165.

Larson Financial Group first reported a position in MTG in Q1 2021 and has held it in 22 quarters since. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Larson Financial Group held 143,601 shares of MGIC Investment worth $4.05M as of Q2 2026.
  • Larson Financial Group bought 3,837 MGIC Investment shares in Q2 2026, an estimated $102K.
  • MGIC Investment made up 0.11% of Larson Financial Group's portfolio in Q2 2026, its #165 holding.
  • Larson Financial Group first reported a position in MGIC Investment in Q1 2021 and has held it in 22 quarters since.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

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