PRP
MTG icon

Peak Retirement Planning’s MGIC Investment MTG Stock Holding History

Peak Retirement Planning’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 		$558K Sell
19,772
-1,710
-8% -$45.6K 0.09% 99
2026
Q1 		$564K Sell
21,482
-168
-0.8% -$4.49K 0.11% 94
2025
Q4 		$633K Buy
+21,650
New +$608K 0.15% 95
2025
Q3 		– Sell
-21,393
Closed -$596K – 136
2025
Q2 		$596K Sell
21,393
-3,098
-13% -$79.7K 0.24% 81
2025
Q1 		$607K Buy
24,491
+2,898
+13% +$70.2K 0.34% 79
2024
Q4 		$512K Buy
+21,593
New +$539K 0.35% 79

Other funds holding MTG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Peak Retirement Planning's MTG Position: Q2 2026 in Review

Peak Retirement Planning reduced its MGIC Investment (MTG) stake by 8% in Q2 2026, selling an estimated $45.6K and leaving 19,772 shares worth $558K. The position accounts for 0.09% of the portfolio, ranked #99.

Peak Retirement Planning first reported a position in MTG in Q4 2024 and has held it in 6 quarters since. The position peaked at $633K in Q4 2025. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Peak Retirement Planning held 19,772 shares of MGIC Investment worth $558K as of Q2 2026.
  • Peak Retirement Planning sold 1,710 MGIC Investment shares in Q2 2026, an estimated $45.6K.
  • MGIC Investment made up 0.09% of Peak Retirement Planning's portfolio in Q2 2026, its #99 holding.
  • Peak Retirement Planning first reported a position in MGIC Investment in Q4 2024 and has held it in 6 quarters since.
  • Peak Retirement Planning's MGIC Investment position peaked at $633K in Q4 2025.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.