Lindbrook Capital’s MGIC Investment MTG Stock Holding History

Lindbrook Capital’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 Q1	$175K	Buy	7,065 +6,781	+2,388%	+$164K	0.02%	457
2024 Q4	$6.73K	Hold	284	–	–	﹤0.01%	1846
2024 Q3	$7.27K	Hold	284	–	–	﹤0.01%	1837
2024 Q2	$6.12K	Buy	284 +80	+39%	+$1.66K	﹤0.01%	1892
2024 Q1	$4.56K	Hold	204	–	–	﹤0.01%	1933
2023 Q4	$3.94K	Hold	204	–	–	﹤0.01%	2011
2023 Q3	$3.4K	Hold	204	–	–	﹤0.01%	1934
2023 Q2	$3.22K	Hold	204	–	–	﹤0.01%	1982
2023 Q1	$2.74K	Hold	204	–	–	﹤0.01%	2109
2022 Q4	$2.65K	Buy	204 +110	+117%	+$1.45K	﹤0.01%	2110
2022 Q3	$1K	Hold	94	–	–	﹤0.01%	2409
2022 Q2	$1K	Sell	94 -16	-15%	-$210	﹤0.01%	2298
2022 Q1	$1K	Buy	110 +16	+17%	+$240	﹤0.01%	2294
2021 Q4	$1K	Hold	94	–	–	﹤0.01%	1954
2021 Q3	$1K	Hold	94	–	–	﹤0.01%	1752
2021 Q2	$1K	Hold	94	–	–	﹤0.01%	1793
2021 Q1	$1K	Hold	94	–	–	﹤0.01%	1755
2020 Q4	$1K	Hold	94	–	–	﹤0.01%	1650
2020 Q3	$1K	Hold	94	–	–	﹤0.01%	1597
2020 Q2	$1K	Buy	+94	New	+$703	﹤0.01%	1594

Other funds holding MTG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lindbrook Capital's MTG Position: Q1 2025 in Review

Lindbrook Capital increased its MGIC Investment (MTG) stake by 2,388% in Q1 2025, buying an estimated $164K and bringing the position to 7,065 shares worth $175K. The position accounts for 0.02% of the portfolio, ranked #457.

Lindbrook Capital first reported a position in MTG in Q2 2020 and has held it in 20 quarters since. 443 funds tracked by Wall St. Rank hold MTG as of Q1 2025.

Lindbrook Capital held 7,065 shares of MGIC Investment worth $175K as of Q1 2025.
Lindbrook Capital bought 6,781 MGIC Investment shares in Q1 2025, an estimated $164K.
MGIC Investment made up 0.02% of Lindbrook Capital's portfolio in Q1 2025, its #457 holding.
Lindbrook Capital first reported a position in MGIC Investment in Q2 2020 and has held it in 20 quarters since.
443 funds tracked by Wall St. Rank held MGIC Investment as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.