NewEdge Wealth’s MGIC Investment MTG Stock Holding History

NewEdge Wealth’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	$64.4M	Buy	2,452,355 +268,753	+12%	+$7.18M	0.77%	28
2025 Q4	$63.8M	Buy	2,183,602 +57,962	+3%	+$1.63M	0.72%	28
2025 Q3	$59.7M	Buy	2,125,640 +83,488	+4%	+$2.28M	0.86%	22
2025 Q2	$54M	Buy	2,042,152 +131,067	+7%	+$3.37M	0.85%	19
2025 Q1	$47.4M	Buy	1,911,085 +73,264	+4%	+$1.77M	0.86%	24
2024 Q4	$43.6M	Buy	1,837,821 +190,450	+12%	+$4.76M	0.76%	26
2024 Q3	$42.2M	Buy	1,647,371 +45,215	+3%	+$1.09M	0.76%	31
2024 Q2	$34.5M	Buy	1,602,156 +53,594	+3%	+$1.11M	0.75%	32
2024 Q1	$31.8M	Buy	1,548,562 +103,631	+7%	+$2.07M	0.71%	32
2023 Q4	$27.9M	Buy	1,444,931 +117,301	+9%	+$2.08M	0.71%	33
2023 Q3	$22.2M	Buy	1,327,630 +189,871	+17%	+$3.23M	0.7%	36
2023 Q2	$18M	Buy	1,137,759 +289,859	+34%	+$4.3M	0.6%	45
2023 Q1	$11.4M	Buy	+847,900	New	+$11.4M	0.43%	65
2022 Q4	–	Sell	-769,899	Closed	-$9.87M	–	561
2022 Q3	$9.87M	Buy	+769,899	New	+$10.8M	0.47%	61

Other funds holding MTG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return