NewSquare Capital’s MGIC Investment MTG Stock Holding History

NewSquare Capital’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	-28	Closed	-$780	–	839
2025 Q2	$780	Hold	28	–	–	﹤0.01%	1082
2025 Q1	$694	Buy	+28	New	+$678	﹤0.01%	969

Other funds holding MTG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

NewSquare Capital's MTG Position: Q3 2025 in Review

NewSquare Capital sold out of MGIC Investment (MTG) in Q3 2025, closing a stake of 28 shares — an estimated $780 sold.

NewSquare Capital first reported a position in MTG in Q1 2025 and held it in 2 quarters. The position peaked at $780 in Q2 2025. 503 funds tracked by Wall St. Rank hold MTG as of Q3 2025.

NewSquare Capital reported no remaining MGIC Investment position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 28 MGIC Investment shares in Q3 2025, an estimated $780.
NewSquare Capital first reported a position in MGIC Investment in Q1 2025 and held it in 2 quarters.
NewSquare Capital's MGIC Investment position peaked at $780 in Q2 2025.
503 funds tracked by Wall St. Rank held MGIC Investment as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.