PWM
MTG icon

Parkworth Wealth Management’s MGIC Investment MTG Stock Holding History

Parkworth Wealth Management’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
Q2 		$390 Hold
14
– – ﹤0.01% 712
2025
Q1 		$347 Hold
14
– – ﹤0.01% 540
2024
Q4 		$332 Buy
+14
New +$350 ﹤0.01% 570

Other funds holding MTG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parkworth Wealth Management's MTG Position: Q2 2025 in Review

Parkworth Wealth Management held its MGIC Investment (MTG) position steady in Q2 2025 at 14 shares worth $390. The position accounts for ﹤0.01% of the portfolio, ranked #712.

Parkworth Wealth Management first reported a position in MTG in Q4 2024 and has held it in 3 quarters since. 468 funds tracked by Wall St. Rank hold MTG as of Q2 2025.

  • Parkworth Wealth Management held 14 shares of MGIC Investment worth $390 as of Q2 2025.
  • Parkworth Wealth Management left its MGIC Investment share count unchanged in Q2 2025.
  • MGIC Investment made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #712 holding.
  • Parkworth Wealth Management first reported a position in MGIC Investment in Q4 2024 and has held it in 3 quarters since.
  • 468 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.