MFG
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Merit Financial Group’s MGIC Investment MTG Stock Holding History

Merit Financial 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
Q2 		$1.09M Sell
38,814
-4,954
-11% -$132K 0.01% 1040
2026
Q1 		$1.15M Sell
43,768
-3,120
-7% -$83.4K 0.01% 917
2025
Q4 		$1.37M Buy
46,888
+12,602
+37% +$354K 0.01% 792
2025
Q3 		$973K Buy
34,286
+1,535
+5% +$41.8K 0.01% 876
2025
Q2 		$912K Buy
32,751
+23,403
+250% +$602K 0.01% 837
2025
Q1 		$232K Buy
+9,348
New +$226K ﹤0.01% 1225

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

Merit Financial Group's MTG Position: Q2 2026 in Review

Merit Financial Group reduced its MGIC Investment (MTG) stake by 11% in Q2 2026, selling an estimated $132K and leaving 38,814 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #1040.

Merit Financial Group first reported a position in MTG in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.37M in Q4 2025. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Merit Financial Group held 38,814 shares of MGIC Investment worth $1.09M as of Q2 2026.
  • Merit Financial Group sold 4,954 MGIC Investment shares in Q2 2026, an estimated $132K.
  • MGIC Investment made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1040 holding.
  • Merit Financial Group first reported a position in MGIC Investment in Q1 2025 and has held it in 6 quarters since.
  • Merit Financial Group's MGIC Investment position peaked at $1.37M in Q4 2025.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.