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Newbridge Financial Services Group’s MGIC Investment MTG Stock Holding History

Newbridge Financial Services 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
Q1 		– Sell
-1,150
Closed -$33.6K – 1228
2025
Q4 		$33.6K Buy
1,150
+150
+15% +$4.21K 0.01% 524
2025
Q3 		$28.4K Buy
+1,000
New +$27.3K ﹤0.01% 654

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

Newbridge Financial Services Group's MTG Position: Q1 2026 in Review

Newbridge Financial Services Group sold out of MGIC Investment (MTG) in Q1 2026, closing a stake of 1,150 shares — an estimated $33.6K sold.

Newbridge Financial Services Group first reported a position in MTG in Q3 2025 and held it in 2 quarters. The position peaked at $33.6K in Q4 2025. 512 funds tracked by Wall St. Rank hold MTG as of Q1 2026.

  • Newbridge Financial Services Group reported no remaining MGIC Investment position as of Q1 2026 after selling out during the quarter.
  • Newbridge Financial Services Group sold 1,150 MGIC Investment shares in Q1 2026, an estimated $33.6K.
  • Newbridge Financial Services Group first reported a position in MGIC Investment in Q3 2025 and held it in 2 quarters.
  • Newbridge Financial Services Group's MGIC Investment position peaked at $33.6K in Q4 2025.
  • 512 funds tracked by Wall St. Rank held MGIC Investment as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.