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MTG icon

NewEdge Advisors’s MGIC Investment MTG Stock Holding History

NewEdge 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
Q2 		$9.01M Buy
319,592
+178,381
+126% +$4.75M 0.03% 539
2026
Q1 		$3.71M Buy
141,211
+2,559
+2% +$68.4K 0.01% 807
2025
Q4 		$4.05M Buy
138,652
+20,815
+18% +$585K 0.01% 748
2025
Q3 		$3.34M Buy
117,837
+30,676
+35% +$836K 0.02% 781
2025
Q2 		$2.43M Buy
87,161
+7,564
+10% +$195K 0.01% 844
2025
Q1 		$1.97M Buy
79,597
+23,941
+43% +$580K 0.01% 877
2024
Q4 		$1.32M Sell
55,656
-4,105
-7% -$103K 0.01% 1025
2024
Q3 		$1.53M Buy
59,761
+17,212
+40% +$415K 0.01% 918
2024
Q2 		$917K Buy
42,549
+30,594
+256% +$635K 0.01% 1115
2024
Q1 		$267K Buy
11,955
+10,835
+967% +$216K ﹤0.01% 1696
2023
Q4 		$21.6K Buy
+1,120
New +$19.8K ﹤0.01% 2545
2023
Q3 		– Sell
-73
Closed -$1.15K – 3587
2023
Q2 		$1.15K Buy
73
+13
+22% +$193 ﹤0.01% 3218
2023
Q1 		$811 Sell
60
-6,198
-99% -$83.5K ﹤0.01% 3186
2022
Q4 		$74.7K Sell
6,258
-9,795
-61% -$129K ﹤0.01% 1559
2022
Q3 		$206K Sell
16,053
-332
-2% -$4.65K ﹤0.01% 1351
2022
Q2 		$206K Sell
16,385
-4,721
-22% -$62.1K ﹤0.01% 1387
2022
Q1 		$286K Sell
21,106
-902
-4% -$13.5K ﹤0.01% 960
2021
Q4 		$317K Buy
+22,008
New +$333K ﹤0.01% 1299
2021
Q1 		– Sell
-16,358
Closed -$205K – 1082
2020
Q4 		$205K Buy
+16,358
New +$185K 0.01% 892

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

NewEdge Advisors's MTG Position: Q2 2026 in Review

NewEdge Advisors increased its MGIC Investment (MTG) stake by 126% in Q2 2026, buying an estimated $4.75M and bringing the position to 319,592 shares worth $9.01M. The position accounts for 0.03% of the portfolio, ranked #539.

NewEdge Advisors first reported a position in MTG in Q4 2020 and has held it in 19 quarters since. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • NewEdge Advisors held 319,592 shares of MGIC Investment worth $9.01M as of Q2 2026.
  • NewEdge Advisors bought 178,381 MGIC Investment shares in Q2 2026, an estimated $4.75M.
  • MGIC Investment made up 0.03% of NewEdge Advisors's portfolio in Q2 2026, its #539 holding.
  • NewEdge Advisors first reported a position in MGIC Investment in Q4 2020 and has held it in 19 quarters since.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.