Lido Advisors
MTG icon

Lido Advisors’s MGIC Investment MTG Stock Holding History

Lido Advisors’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 		$749K Buy
26,550
+2,177
+9% +$58K ﹤0.01% 1247
2026
Q1 		$640K Buy
24,373
+574
+2% +$15.3K ﹤0.01% 1172
2025
Q4 		$689K Buy
23,799
+522
+2% +$14.7K ﹤0.01% 1156
2025
Q3 		$660K Sell
23,277
-620,347
-96% -$16.9M ﹤0.01% 1117
2025
Q2 		$17.9M Sell
643,624
-288,762
-31% -$7.43M 0.07% 173
2025
Q1 		$23.1M Buy
932,386
+908,997
+3,886% +$22M 0.1% 124
2024
Q4 		$555K Buy
+23,389
New +$584K ﹤0.01% 977
2022
Q2 		– Sell
-53,376
Closed -$723K – 1017
2022
Q1 		$723K Sell
53,376
-48
-0.1% -$720 0.01% 480
2021
Q4 		$770K Sell
53,424
-47
-0.1% -$712 0.01% 480
2021
Q3 		$799K Buy
53,471
+7,333
+16% +$106K 0.01% 457
2021
Q2 		$627K Sell
46,138
-349
-0.8% -$5.01K 0.01% 480
2021
Q1 		$644K Sell
46,487
-149
-0.3% -$1.9K 0.01% 436
2020
Q4 		$585K Buy
46,636
+818
+2% +$9.25K 0.01% 445
2020
Q3 		$406K Buy
45,818
+110
+0.2% +$937 0.01% 419
2020
Q2 		$374K Hold
45,708
– – 0.01% 401
2020
Q1 		$290K Hold
45,708
– – 0.01% 426
2019
Q4 		$648K Sell
45,708
-7,000
-13% -$97K 0.03% 328
2019
Q3 		$663K Hold
52,708
– – 0.03% 281
2019
Q2 		$692K Hold
52,708
– – 0.04% 244
2019
Q1 		$695K Hold
52,708
– – 0.05% 237
2018
Q4 		$551K Hold
52,708
– – 0.05% 208
2018
Q3 		$701K Hold
52,708
– – 0.07% 178
2018
Q2 		$565K Hold
52,708
– – 0.07% 176
2018
Q1 		$685K Buy
+52,708
New +$746K 0.09% 143

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

Lido Advisors's MTG Position: Q2 2026 in Review

Lido Advisors increased its MGIC Investment (MTG) stake by 8.9% in Q2 2026, buying an estimated $58K and bringing the position to 26,550 shares worth $749K. The position accounts for ﹤0.01% of the portfolio, ranked #1247.

Lido Advisors first reported a position in MTG in Q1 2018 and has held it in 24 quarters since. The position peaked at $23.1M in Q1 2025. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Lido Advisors held 26,550 shares of MGIC Investment worth $749K as of Q2 2026.
  • Lido Advisors bought 2,177 MGIC Investment shares in Q2 2026, an estimated $58K.
  • MGIC Investment made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1247 holding.
  • Lido Advisors first reported a position in MGIC Investment in Q1 2018 and has held it in 24 quarters since.
  • Lido Advisors's MGIC Investment position peaked at $23.1M in Q1 2025.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.