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Legacy Wealth Management (Idaho)’s MGIC Investment MTG Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-405
Closed -$10.6K – 661
2026
Q1 		$10.6K Sell
405
-48
-11% -$1.28K 0.01% 477
2025
Q4 		$13.2K Buy
453
+110
+32% +$3.09K 0.01% 381
2025
Q3 		$9.73K Hold
343
– – ﹤0.01% 350
2025
Q2 		$9.55K Sell
343
-93
-21% -$2.39K 0.01% 323
2025
Q1 		$10.8K Hold
436
– – 0.01% 313
2024
Q4 		$11K Buy
436
+93
+27% +$2.32K 0.01% 273
2024
Q3 		$8.47K Buy
+343
New +$8.26K ﹤0.01% 338

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 $3.38T AUM 44.17% 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

Legacy Wealth Management (Idaho)'s MTG Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of MGIC Investment (MTG) in Q2 2026, closing a stake of 405 shares — an estimated $10.6K sold.

Legacy Wealth Management (Idaho) first reported a position in MTG in Q3 2024 and held it in 7 quarters. The position peaked at $13.2K in Q4 2025. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining MGIC Investment position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 405 MGIC Investment shares in Q2 2026, an estimated $10.6K.
  • Legacy Wealth Management (Idaho) first reported a position in MGIC Investment in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s MGIC Investment position peaked at $13.2K in Q4 2025.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.