Paloma Partners’s MGIC Investment MTG Stock Holding History

Paloma Partners’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
2018 Q2	–	Sell	-300,000	Closed	-$3.9M	–	2003
2018 Q1	$3.9M	Buy	+300,000	New	+$4.25M	0.06%	273

Other funds holding MTG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Paloma Partners's MTG Position: Q4 2024 in Review

Paloma Partners sold out of MGIC Investment (MTG) in Q4 2024, closing a stake of 22,433 shares — an estimated $574K sold.

Paloma Partners first reported a position in MTG in Q2 2013 and held it in 30 quarters. The position peaked at $13.5M in Q2 2019. 409 funds tracked by Wall St. Rank hold MTG as of Q4 2024.

Paloma Partners reported no remaining MGIC Investment position as of Q4 2024 after selling out during the quarter.
Paloma Partners sold 22,433 MGIC Investment shares in Q4 2024, an estimated $574K.
Paloma Partners first reported a position in MGIC Investment in Q2 2013 and held it in 30 quarters.
Paloma Partners's MGIC Investment position peaked at $13.5M in Q2 2019.
409 funds tracked by Wall St. Rank held MGIC Investment as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.