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LRI Investments’s MGIC Investment MTG Stock Holding History

LRI Investments’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 		$4.32K Buy
153
+23
+18% +$613 ﹤0.01% 1169
2026
Q1 		$3.41K Hold
130
– – ﹤0.01% 1179
2025
Q4 		$3.8K Hold
130
– – ﹤0.01% 1092
2025
Q3 		$3.69K Hold
130
– – ﹤0.01% 1102
2025
Q2 		$3.62K Hold
130
– – ﹤0.01% 1087
2025
Q1 		$3.22K Hold
130
– – ﹤0.01% 1032
2024
Q4 		$3.08K Hold
130
– – ﹤0.01% 1018
2024
Q3 		$3.2K Hold
130
– – ﹤0.01% 1009
2024
Q2 		$2.8K Hold
130
– – ﹤0.01% 1009
2024
Q1 		$2.91K Buy
+130
New +$2.59K ﹤0.01% 702

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

LRI Investments's MTG Position: Q2 2026 in Review

LRI Investments increased its MGIC Investment (MTG) stake by 18% in Q2 2026, buying an estimated $613 and bringing the position to 153 shares worth $4.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1169.

LRI Investments first reported a position in MTG in Q1 2024 and has held it in 10 quarters since. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • LRI Investments held 153 shares of MGIC Investment worth $4.32K as of Q2 2026.
  • LRI Investments bought 23 MGIC Investment shares in Q2 2026, an estimated $613.
  • MGIC Investment made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1169 holding.
  • LRI Investments first reported a position in MGIC Investment in Q1 2024 and has held it in 10 quarters since.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.