Larson Financial Group
MTG icon

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
Q3 		$3.91M Buy
151,366
+7,765
+5% +$232K 0.1% 176
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Larson Financial Group's MTG Position: Q3 2026 in Review

Larson Financial Group increased its MGIC Investment (MTG) stake by 5.4% in Q3 2026, buying an estimated $232K and bringing the position to 151,366 shares worth $3.91M. The position accounts for 0.1% of the portfolio, ranked #176.

Larson Financial Group first reported a position in MTG in Q1 2021 and has held it in 23 quarters since. The position peaked at $4.05M in Q2 2026. 234 funds tracked by Wall St. Rank hold MTG as of Q3 2026.

  • Larson Financial Group held 151,366 shares of MGIC Investment worth $3.91M as of Q3 2026.
  • Larson Financial Group bought 7,765 MGIC Investment shares in Q3 2026, an estimated $232K.
  • MGIC Investment made up 0.1% of Larson Financial Group's portfolio in Q3 2026, its #176 holding.
  • Larson Financial Group first reported a position in MGIC Investment in Q1 2021 and has held it in 23 quarters since.
  • Larson Financial Group's MGIC Investment position peaked at $4.05M in Q2 2026.
  • 234 funds tracked by Wall St. Rank held MGIC Investment as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.