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Pathstone Family Office’s MGIC Investment MTG Stock Holding History

Pathstone Family Office’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
2023
Q3 		$215K Buy
+12,893
New +$219K ﹤0.01% 1471

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Pathstone Family Office's MTG Position: Q3 2023 in Review

Pathstone Family Office opened a new position in MGIC Investment (MTG) in Q3 2023: 12,893 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #1471 among its holdings.

371 funds tracked by Wall St. Rank hold MTG as of Q3 2023.

  • Pathstone Family Office held 12,893 shares of MGIC Investment worth $215K as of Q3 2023.
  • MGIC Investment was a new Pathstone Family Office position in Q3 2023.
  • MGIC Investment made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1471 holding.
  • 371 funds tracked by Wall St. Rank held MGIC Investment as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.