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Mount Yale Investment Advisors’s MGIC Investment MTG Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-1,491
Closed -$41.5K – 1254
2025
Q2 		$41.5K Buy
+1,491
New +$38.4K ﹤0.01% 866

Other funds holding MTG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mount Yale Investment Advisors's MTG Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of MGIC Investment (MTG) in Q3 2025, closing a stake of 1,491 shares — an estimated $41.5K sold.

Mount Yale Investment Advisors first reported a position in MTG in Q2 2025 and held it in 1 quarter. The position peaked at $41.5K in Q2 2025. 502 funds tracked by Wall St. Rank hold MTG as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining MGIC Investment position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,491 MGIC Investment shares in Q3 2025, an estimated $41.5K.
  • Mount Yale Investment Advisors first reported a position in MGIC Investment in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's MGIC Investment position peaked at $41.5K in Q2 2025.
  • 502 funds tracked by Wall St. Rank held MGIC Investment as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.