Operose Advisors’s MGIC Investment MTG Stock Holding History

Operose 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 Q1	$464K	Sell	17,685 -1,754	-9%	-$46.9K	0.11%	91
2025 Q4	$568K	Hold	19,439	–	–	0.13%	79
2025 Q3	$551K	Hold	19,439	–	–	0.14%	78
2025 Q2	$541K	Buy	19,439 +1,902	+11%	+$48.9K	0.15%	72
2025 Q1	$435K	Buy	17,537 +268	+2%	+$6.49K	0.14%	81
2024 Q4	$409K	Sell	17,269 -10,000	-37%	-$250K	0.14%	85
2024 Q3	$698K	Hold	27,269	–	–	0.23%	63
2024 Q2	$588K	Hold	27,269	–	–	0.21%	72
2024 Q1	$610K	Sell	27,269 -1,900	-7%	-$37.9K	0.21%	71
2023 Q4	$563K	Sell	29,169 -2,165	-7%	-$38.3K	0.23%	49
2023 Q3	$523K	Sell	31,334 -4,666	-13%	-$79.3K	0.21%	49
2023 Q2	$568K	Hold	36,000	–	–	0.26%	40
2023 Q1	$483K	Hold	36,000	–	–	0.24%	33
2022 Q4	$468K	Buy	36,000 +10,000	+38%	+$132K	0.25%	32
2022 Q3	$333K	Hold	26,000	–	–	0.22%	35
2022 Q2	$328K	Hold	26,000	–	–	0.23%	32
2022 Q1	$352K	Buy	26,000 +23,500	+940%	+$352K	0.24%	37
2021 Q4	$36K	Buy	+2,500	New	+$37.9K	0.03%	158

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