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 Q2	$71.4M	Buy	2,531,024 +78,669	+3%	+$2.1M	0.71%	32
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

NewEdge Wealth's MTG Position: Q2 2026 in Review

NewEdge Wealth increased its MGIC Investment (MTG) stake by 3.2% in Q2 2026, buying an estimated $2.1M and bringing the position to 2,531,024 shares worth $71.4M. The position accounts for 0.71% of the portfolio, ranked #32.

NewEdge Wealth first reported a position in MTG in Q3 2022 and has held it in 15 quarters since. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

NewEdge Wealth held 2,531,024 shares of MGIC Investment worth $71.4M as of Q2 2026.
NewEdge Wealth bought 78,669 MGIC Investment shares in Q2 2026, an estimated $2.1M.
MGIC Investment made up 0.71% of NewEdge Wealth's portfolio in Q2 2026, its #32 holding.
NewEdge Wealth first reported a position in MGIC Investment in Q3 2022 and has held it in 15 quarters since.
510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.