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Legacy Investment Solutions’s MGIC Investment MTG Stock Holding History

Legacy Investment Solutions’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
Q2 		$9.55K Buy
+343
New +$8.82K 0.01% 323
2024
Q4 		$11K Buy
436
+93
+27% +$2.32K 0.01% 273
2024
Q3 		$8.47K Buy
+343
New +$8.26K ﹤0.01% 338

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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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Investment Solutions's MTG Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in MGIC Investment (MTG) in Q2 2025: 343 shares worth $9.55K. The stake represents 0.01% of the portfolio and ranks #323 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in MTG as recently as Q4 2024.

Legacy Investment Solutions first reported a position in MTG in Q3 2024 and has held it in 3 quarters since. The position peaked at $11K in Q4 2024. 468 funds tracked by Wall St. Rank hold MTG as of Q2 2025.

  • Legacy Investment Solutions held 343 shares of MGIC Investment worth $9.55K as of Q2 2025.
  • MGIC Investment was a new Legacy Investment Solutions position in Q2 2025.
  • MGIC Investment made up 0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #323 holding.
  • Legacy Investment Solutions first reported a position in MGIC Investment in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's MGIC Investment position peaked at $11K in Q4 2024.
  • 468 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.