Oppenheimer & Co’s MGIC Investment MTG Stock Holding History

Oppenheimer & Co’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 Q1	–	Sell	-25,052	Closed	-$594K	–	1629
2024 Q4	$594K	Buy	25,052 +265	+1%	+$6.62K	0.01%	1017
2024 Q3	$635K	Buy	+24,787	New	+$597K	0.01%	950

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

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

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

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Oppenheimer & Co's MTG Position: Q1 2025 in Review

Oppenheimer & Co sold out of MGIC Investment (MTG) in Q1 2025, closing a stake of 25,052 shares — an estimated $594K sold.

Oppenheimer & Co first reported a position in MTG in Q3 2024 and held it in 2 quarters. The position peaked at $635K in Q3 2024. 444 funds tracked by Wall St. Rank hold MTG as of Q1 2025.

Oppenheimer & Co reported no remaining MGIC Investment position as of Q1 2025 after selling out during the quarter.
Oppenheimer & Co sold 25,052 MGIC Investment shares in Q1 2025, an estimated $594K.
Oppenheimer & Co first reported a position in MGIC Investment in Q3 2024 and held it in 2 quarters.
Oppenheimer & Co's MGIC Investment position peaked at $635K in Q3 2024.
444 funds tracked by Wall St. Rank held MGIC Investment as of Q1 2025.

Based on Oppenheimer & Co's 13F filing for Q1 2025, filed 23 Apr 2025.