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 Q2	$496K	Sell	17,571 -114	-0.6%	-$3.04K	0.1%	102
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 $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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Operose Advisors's MTG Position: Q2 2026 in Review

Operose Advisors reduced its MGIC Investment (MTG) stake by 0.64% in Q2 2026, selling an estimated $3.04K and leaving 17,571 shares worth $496K. The position accounts for 0.1% of the portfolio, ranked #102.

Operose Advisors first reported a position in MTG in Q4 2021 and has held it in 19 quarters since. The position peaked at $698K in Q3 2024. 508 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

Operose Advisors held 17,571 shares of MGIC Investment worth $496K as of Q2 2026.
Operose Advisors sold 114 MGIC Investment shares in Q2 2026, an estimated $3.04K.
MGIC Investment made up 0.1% of Operose Advisors's portfolio in Q2 2026, its #102 holding.
Operose Advisors first reported a position in MGIC Investment in Q4 2021 and has held it in 19 quarters since.
Operose Advisors's MGIC Investment position peaked at $698K in Q3 2024.
508 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

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