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Monument Capital Management’s MGIC Investment MTG Stock Holding History

Monument Capital Management’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 		$3.77M Sell
133,864
-3,394
-2% -$90.5K 0.76% 48
2026
Q1 		$3.6M Sell
137,258
-1,461
-1% -$39.1K 0.9% 42
2025
Q4 		$4.05M Sell
138,719
-3,077
-2% -$86.4K 1.01% 34
2025
Q3 		$4.02M Sell
141,796
-886
-0.6% -$24.1K 1.01% 32
2025
Q2 		$3.97M Sell
142,682
-398
-0.3% -$10.2K 1.03% 29
2025
Q1 		$3.55M Buy
143,080
+1,591
+1% +$38.5K 1.09% 27
2024
Q4 		$3.35M Buy
141,489
+86
+0.1% +$2.15K 0.93% 31
2024
Q3 		$3.62M Sell
141,403
-2
-0% -$48 1% 29
2024
Q2 		$3.05M Buy
141,405
+624
+0.4% +$12.9K 0.9% 34
2024
Q1 		$3.15M Sell
140,781
-8,464
-6% -$169K 0.91% 37
2023
Q4 		$2.88M Sell
149,245
-3,234
-2% -$57.2K 0.93% 28
2023
Q3 		$2.54M Buy
+152,479
New +$2.59M 0.85% 34
2018
Q4 		– Sell
-80
Closed -$1K – 243
2018
Q3 		$1K Buy
+80
New +$992 ﹤0.01% 289

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

Monument Capital Management's MTG Position: Q2 2026 in Review

Monument Capital Management reduced its MGIC Investment (MTG) stake by 2.5% in Q2 2026, selling an estimated $90.5K and leaving 133,864 shares worth $3.77M. The position accounts for 0.76% of the portfolio, ranked #48.

Monument Capital Management first reported a position in MTG in Q3 2018 and has held it in 13 quarters since. The position peaked at $4.05M in Q4 2025. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Monument Capital Management held 133,864 shares of MGIC Investment worth $3.77M as of Q2 2026.
  • Monument Capital Management sold 3,394 MGIC Investment shares in Q2 2026, an estimated $90.5K.
  • MGIC Investment made up 0.76% of Monument Capital Management's portfolio in Q2 2026, its #48 holding.
  • Monument Capital Management first reported a position in MGIC Investment in Q3 2018 and has held it in 13 quarters since.
  • Monument Capital Management's MGIC Investment position peaked at $4.05M in Q4 2025.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.