Mather Group’s MGIC Investment MTG Stock Holding History

Mather Group’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 Q3	$6.77K	Buy	262 +132	+102%	+$3.94K	﹤0.01%	1749
2026 Q2	$3.67K	Hold	130	–	–	﹤0.01%	1671
2026 Q1	$3.41K	Buy	+130	New	+$3.48K	﹤0.01%	1632
2025 Q4	–	Sell	-138	Closed	-$3.92K	–	1278
2025 Q3	$3.92K	Buy	+138	New	+$3.76K	﹤0.01%	1443
2025 Q2	–	Sell	-138	Closed	-$3.42K	–	1309
2025 Q1	$3.42K	Hold	138	–	–	﹤0.01%	1473
2024 Q4	$3.27K	Hold	138	–	–	﹤0.01%	1448
2024 Q3	$3.53K	Sell	138 -87	-39%	-$2.1K	﹤0.01%	1366
2024 Q2	$5.03K	Hold	225	–	–	﹤0.01%	1621
2024 Q1	$4.34K	Buy	+225	New	+$4.49K	﹤0.01%	1373

Other funds holding MTG

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Mather Group's MTG Position: Q3 2026 in Review

Mather Group increased its MGIC Investment (MTG) stake by 102% in Q3 2026, buying an estimated $3.94K and bringing the position to 262 shares worth $6.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1749.

Mather Group first reported a position in MTG in Q1 2024 and has held it in 9 quarters since. 99 funds tracked by Wall St. Rank hold MTG as of Q3 2026.

Mather Group held 262 shares of MGIC Investment worth $6.77K as of Q3 2026.
Mather Group bought 132 MGIC Investment shares in Q3 2026, an estimated $3.94K.
MGIC Investment made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1749 holding.
Mather Group first reported a position in MGIC Investment in Q1 2024 and has held it in 9 quarters since.
99 funds tracked by Wall St. Rank held MGIC Investment as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.