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Matthew Hamilton Rosenberg’s MGIC Investment MTG Stock Holding History

Matthew Hamilton Rosenberg’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 		$2.35K Hold
91
– – ﹤0.01% 747
2026
Q2 		$2.57K Hold
91
– – ﹤0.01% 724
2026
Q1 		$2.39K Hold
91
– – ﹤0.01% 719
2025
Q4 		$2.66K Buy
+91
New +$2.56K ﹤0.01% 732

Other funds holding MTG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Matthew Hamilton Rosenberg's MTG Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its MGIC Investment (MTG) position steady in Q3 2026 at 91 shares worth $2.35K. The position accounts for ﹤0.01% of the portfolio, ranked #747.

Matthew Hamilton Rosenberg first reported a position in MTG in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.66K in Q4 2025. 202 funds tracked by Wall St. Rank hold MTG as of Q3 2026.

  • Matthew Hamilton Rosenberg held 91 shares of MGIC Investment worth $2.35K as of Q3 2026.
  • Matthew Hamilton Rosenberg left its MGIC Investment share count unchanged in Q3 2026.
  • MGIC Investment made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #747 holding.
  • Matthew Hamilton Rosenberg first reported a position in MGIC Investment in Q4 2025 and has held it in 4 quarters since.
  • Matthew Hamilton Rosenberg's MGIC Investment position peaked at $2.66K in Q4 2025.
  • 202 funds tracked by Wall St. Rank held MGIC Investment as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.