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

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return