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Medallion Wealth Advisors’s MGIC Investment MTG Stock Holding History

Medallion Wealth Advisors’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
Q1 		$7.88K Hold
300
– – ﹤0.01% 800
2025
Q4 		$8.77K Hold
300
– – ﹤0.01% 768
2025
Q3 		$8.51K Hold
300
– – ﹤0.01% 774
2025
Q2 		$8.46K Hold
300
– – ﹤0.01% 756
2025
Q1 		$7.55K Buy
+300
New +$7.27K ﹤0.01% 730

Other funds holding MTG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Medallion Wealth Advisors's MTG Position: Q1 2026 in Review

Medallion Wealth Advisors held its MGIC Investment (MTG) position steady in Q1 2026 at 300 shares worth $7.88K. The position accounts for ﹤0.01% of the portfolio, ranked #800.

Medallion Wealth Advisors first reported a position in MTG in Q1 2025 and has held it in 5 quarters since. The position peaked at $8.77K in Q4 2025. 509 funds tracked by Wall St. Rank hold MTG as of Q1 2026.

  • Medallion Wealth Advisors held 300 shares of MGIC Investment worth $7.88K as of Q1 2026.
  • Medallion Wealth Advisors left its MGIC Investment share count unchanged in Q1 2026.
  • MGIC Investment made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #800 holding.
  • Medallion Wealth Advisors first reported a position in MGIC Investment in Q1 2025 and has held it in 5 quarters since.
  • Medallion Wealth Advisors's MGIC Investment position peaked at $8.77K in Q4 2025.
  • 509 funds tracked by Wall St. Rank held MGIC Investment as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.